Colonial First State – First Choice Wholesale Index Australian Fund Commentary – June 2019
A strong performer for the second quarter of 2019, Colonial First State – First Choice Wholesale Index Australian fund represents the asset class of Australian Equity Funds in our Model Portfolios. For a performance update as of 30 June 2019, please click CFS FC Wholesale Australian Share – June Report
Continue readingRealindex Wholesale Australian Fund Commentary – June 2019
A strong performer for the second quarter of 2019, Realindex Wholesale Australian fund represents the asset class of Australian Equity Funds in our Model Portfolios. For a performance update as of 30 June 2019, please click Realindex Wholesale Australian – June Report
Continue readingModel 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 Wise Owl Wholesale Personal Super – Defensive Wise Owl Wholesale Personal Super […]
Continue readingAspect Diversified Futures Fund Commentary – March 2019
A strong performer for the first 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 March 2019, please click Aspect Diversified Futures Fund
Continue readingMagellan Global Fund Update – March 2019
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 2019, please click Magellan Global Fund – March 2019
Continue readingBennelong ex-20 Australian Equities Fund Update – December 2018
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 readingMagellan Global Fund Update – December 2018
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 December 2018, please click Magellan Global Fund – December 2018
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. Core Alpha Super Wise Owl Wholesale Personal Super – Defensive Wise Owl Wholesale Personal Super […]
Continue readingPlatinum 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 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 Wholesale Personal Super – Defensive Wise Owl Wholesale Personal […]
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