Archive Monthly Archives: May 2019

Model Portfolio Analysis – March 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 Wise Owl Wholesale Personal Super – Defensive Wise Owl Wholesale Personal Super […]

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Aspect Diversified Futures Fund Commentary – March 2019

A strong performer for the first quarter of 2019, Aspect Diversified Futures fund represents the asset class of Global Hedge Funds in our Model Portfolios. For a performance update as of 31 March 2019, please click Aspect Diversified Futures Fund

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Magellan Global Fund Update – March 2019

A strong performer, the Magellan Global Fund seeks to invest in outstanding companies at attractive prices, while exercising a deep understanding of the macroeconomic environment to manage investment risk. For a performance update as of 31 March 2019, please click Magellan Global Fund – March 2019

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