Federal Budget Update

For a clear summary of the proposals raised in the Federal Budget 2018/19 by the Turnbull Government on 8 May 2018, please click here.

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Magellan Global Fund Update

Please click here to read an update on the Magellan Global Fund, one of our chosen global equities funds in our Model Portfolios.

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Bennelong ex-20 Australian Equities Fund Update

Please click here to read a performance update of the Bennelong ex-20 Australian Equities Fund, as at 31 march 2018.

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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 FirstChoice Wholesale Personal Super – Defensive FirstChoice Wholesale Personal Super – Balanced […]

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The Impact of Artificial Intelligence on the Role of the Fundamental Analyst

Click here to read about the definition of AI, the case for and against it, as well as the real implications of AI today.

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Model 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. Core Alpha Super FirstChoice Wholesale Personal Super – Defensive FirstChoice Wholesale Personal Super – Balanced […]

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Model 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 FirstChoice Wholesale Personal Super – Defensive FirstChoice Wholesale Personal Super – Balanced […]

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Aspect Diversified Futures Fund Commentary – October 2017

Please click here to read an update of the Aspect Diversified Futures fund for the month of October. This fund represents the asset class of Global Hedge Funds in our Model Portfolios and its slow performance has improved significantly during the month of October.

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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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