Category Archives for Uncategorized

Federal Budget Update

For a clear summary of the proposals raised in the Federal Budget 2018/19 by the Turnbull Government on 8 May 2018, please click here.

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Magellan Global Fund Update

Please click here to read an update on the Magellan Global Fund, one of our chosen global equities funds in our Model Portfolios.

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Bennelong ex-20 Australian Equities Fund Update

Please click here to read a performance update of the Bennelong ex-20 Australian Equities Fund, as at 31 march 2018.

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The Impact of Artificial Intelligence on the Role of the Fundamental Analyst

Click here to read about the definition of AI, the case for and against it, as well as the real implications of AI today.

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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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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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