Category Archives for Model Portfolio Analysis

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 Wiseowl Core Alpha Super -Defensive Wiseowl Core Alpha Super -Balanced Wiseowl Core […]

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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

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Realindex 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

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

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Aspect 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

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Magellan 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

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Bennelong 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 […]

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Magellan 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

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

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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 […]

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