Archive Monthly Archives: January 2020
Realindex Wholesale Global Share Fund Commentary – December 2019
A strong performer for the final quarter of 2019, Realindex Wholesale Australian fund represents the asset class of Global Share Funds in our Model Portfolios. For a performance update as of 31 December 2019, please click Realindex Global Share – December Report
Continue readingColonial First State Wholesale Index Global Share Fund Commentary – December 2019
A strong performer for the final quarter of 2019, Colonial First State Wholesale Index Global Share fund represents the asset class of Global Equity Funds in our Model Portfolios. For a performance update as of 31 December 2019, please click Colonial First State Index Global Share – December Report
Continue readingModel Portfolio Analysis – December 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. The Wise Owl Financial Model Portfolio Investment Committee meets quarterly to review each model portfolio […]
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