Archive Monthly Archives: July 2019

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 Wiseowl Core Alpha Super -Defensive Wiseowl Core Alpha Super -Balanced Wiseowl Core […]

Continue reading

Colonial First State – First Choice Wholesale Index Australian Fund Commentary – June 2019

A strong performer for the second quarter of 2019, Colonial First State – First Choice Wholesale Index Australian fund represents the asset class of Australian Equity Funds in our Model Portfolios. For a performance update as of 30 June 2019, please click CFS FC Wholesale Australian Share – June Report

Continue reading

Realindex Wholesale Australian Fund Commentary – June 2019

A strong performer for the second quarter of 2019, Realindex Wholesale Australian fund represents the asset class of Australian Equity Funds in our Model Portfolios. For a performance update as of 30 June 2019, please click Realindex Wholesale Australian – June Report

Continue reading