Archive Monthly Archives: August 2017

Bennelong ex-20 Australian Equities Fund Commentary

The calendar-year-to-date returns have evidenced the benefits of an ex-20 specific exposure to round out one’s broader investment strategy. The top 20 stocks returned just 0.7% in the first six months; the ex-20 index returned 6.5%. The Bennelong Australian ex-20 Equities Fund (the Fund) bettered both, with a return of 8.5%. The Fund seeks to […]

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Model Portfolio Analysis – June Quarter

The Wise Owl Financial Model Portfolio Investment Committee meets quarterly to review each model portfolio and the investments within those models with particular focus on satellite components. A comprehensive technical analysis of each portfolio by investor type can be found below. Core Alpha Super FirstChoice Wholesale Personal Super – Defensive FirstChoice Wholesale Personal Super – Balanced […]

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