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 FirstChoice Wholesale Personal Super – Defensive FirstChoice Wholesale Personal Super – Balanced FirstChoice […]
Continue readingKeeping In Touch – December
Read the December edition of our Keeping In Touch newsletter here to learn about the importance of having income protection insurance.
Continue readingKeeping In Touch – November
Find out how you can plan your finances for the year ahead by reading our Keeping In Touch November newsletter here.
Continue readingKeeping In Touch – October
Read our October edition of our Keeping In Touch newsletter here to find out how to build your financial wealth.
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 FirstChoice Wholesale Personal Super – Defensive FirstChoice Wholesale Personal Super – Balanced FirstChoice […]
Continue readingMagellan Global Fund Report
One of the global equity funds in our Model Portfolios, the Magellan Global fund, outperformed the benchmark in the September quarter and since inception it has outperformed the benchmark in excess of 6.5%. The portfolio manager, Hamish Douglass, discusses how the fund’s out-performance is driven by strong contributions from many of its largest positions – […]
Continue readingUS Presidential Election Commentary
The outcome of the upcoming US Presidential election may impact financial markets in the short term. To read more about experts’ opinions regarding the risks and opportunities of a Clinton or Trump success, click here.
Continue readingProposed legislative changes to Superannuation
Further Draft Legislation Released on Proposed Super Changes Treasury released the second tranche of draft legislation for consultation (closing 10 October 2016) including the following measures announced in the May 2016 Federal Budget: A $1.6 million transfer balance cap Reduction in the concessional contributions cap to $25,000 Catch-up concessional contributions for those with balances less than $500,000 […]
Continue readingKeeping In Touch – September
Would you like to know how women can take control of their finances after being left widowed or divorced? Read the September edition of our monthly newsletter to find out. Keeping in Touch – September 2016
Continue readingKeeping In Touch – August
Would you like to know how your finances will be affected after the recent election? Read our August edition of our monthly newsletter. Keeping In Touch – August 2016
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