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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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Magellan Global Fund Update

Please click here to read an update of the Magellan Global Fund, one of our chosen global equities funds in our Model Portfolios. Portfolio Manager Hamish Douglass discusses the fund’s performance over the last quarter and you are able to see the fund’s Top 10 Holdings – the majority being Information Technology and Internet & eCommerce companies. Douglass also goes […]

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Federal Budget 2016/17

For a clear summary of the proposals raised in the 2016/17 Federal Budget, watch this Q & A Session between Kate Hage from ANZ Marketing and Ben Harrop from ANZ Wealth or have a read below. Q: Who will be the Budget’s main winners and losers? A: Small and medium enterprises, middle income earners, and women […]

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Understanding negative returns from bonds

You might be wondering why your fixed interest assets within your portfolio are returning low and sometimes even negative returns. Have a look at this article to find out why.

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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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Keeping In Touch – April

Do you have a plan to manage your debt? Read our newsletter here to get some hints on how to start prioritising your debts and regaining control of your money.

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Keeping In Touch – March

It is paramount to be properly insured, especially if you are a business owner. Read our March Newsletter here to inform yourself of important insurance considerations.

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Significant changes to contribution limits to super could prove a challenge

The changes to super and tax laws proposed in this year’s federal budget, then revised and adjusted by the government in September, have been passed through Parliament and are mostly due to take effect from July 1, 2017. That means that you have until July to consider if there is any action you should take […]

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