Platinum International Fund Up-date

A truly diversified portfolio of companies from around the world and across industry sectors, the fund offers investors exposure to undervalued businesses both in developed and emerging markets.   For a performance update as of 30 September 2018, please click Platinum International Fund – September 2018  

Continue reading

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 Wise Owl Wholesale Personal Super – Defensive Wise Owl Wholesale Personal […]

Continue reading

Magellan Global Fund Update

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 July 2018, please click Magellan Global Fund – July2018

Continue reading

Bennelong ex-20 Australian Equities Fund Update

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 reading

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 – […]

Continue reading

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.

Continue reading

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.

Continue reading

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.

Continue reading

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.

Continue reading

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 […]

Continue reading
1 2 3 6