Category Archives for Uncategorized

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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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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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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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 […]

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Keeping In Touch – November

Find out how you can plan your finances for the year ahead by reading our Keeping In Touch November newsletter here.

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Keeping In Touch – October

Read our October edition of our Keeping In Touch newsletter here to find out how to build your financial wealth.    

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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 FirstChoice Wholesale Personal Super – Defensive FirstChoice Wholesale Personal Super – Balanced FirstChoice […]

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Magellan 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 – […]

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US 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.

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