Archive Monthly Archives: November 2019
Aspect Diversified Futures Fund Commentary – September 2019
A strong performer for the third 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 September 2019, please click Aspect Wholesale Diversified Futures – September 2019
Continue readingBennelong ex-20 Australian Equities Fund Update – September 2019
The Fund aims to outperform the return generated by the S&P/ ASX 300 Accumulation Index excluding that part of the return that is generated by the stocks comprised in the S&P/ASX 20 Index, which represents the 20 largest stocks by market capitalisation in Australia, by 4% per annum after fees on a rolling three-year basis […]
Continue readingModel Portfolio Analysis – September 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 Core Alpha Super – Defensive Wise Owl Core Alpha Super […]
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