Aspect Diversified Futures Fund – March 2020
A strong performer for the first quarter of 2020, Aspect Diversified Futures fund represents the asset class of Global Hedge Funds in our Model Portfolios. For a performance update as at 31 March 2020, please click here: Aspect Diversified Futures Fund – Class A
Continue readingMagellan Global Fund – March 2020
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 March 2020, please click here: Magellan Global Fund
Continue readingModel Portfolio Analysis – March 2020 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 Core Alpha Super – Defensive Core Alpha Super – Balanced Core Alpha […]
Continue readingRealindex 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 […]
Continue readingAspect 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 […]
Continue readingModel 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 […]
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