Portfolio overview
The Big Oil share portfolio, known as a Vue, is a concentrated portfolio of ten shares comprising the biggest players in the oil and gas industry.
The Vue holds three types of energy companies:
- the large integrated oil companies otherwise known as the “majors”, “big oil” or “super-majors”;
- exploration and production companies commonly known as E&Ps; and
- the oil service companies.
This Vue contains
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Open an accountInvestment Strategy
Our investment strategy is to give investors exposure to some of the largest energy companies globally across the value chain. Explicitly, integrated oil companies such as the global giants Exxon Mobil and Royal Dutch Shell are involved in exploration, marketing and even retail.
Big Oil offers a significantly diverse return profile as large capitalisation integrated oil companies tend to pay out healthy dividends while exploration and production companies and oil service companies are more growth orientated so may return greater capital appreciation.
MARKET CAP OF SHARES CONTAINED IN THIS VUE
Investment Objective
- Investment timeframe
- 3 Years +
The investment objective is to outperform the MSCI World Ex-Australia Index (Net/AUD) over a five-year investment horizon.
This Vue is intended as a long-term investment with low stock turnover. It is reviewed and rebalanced (if required) every quarter.
Investor Suitability
The Big Oil Vue may be suitable for investors who have an investment horizon of 3+ years, and a moderate to high risk tolerance.