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

FirstChoice Wholesale Personal Super – Balanced Growth

FirstChoice Wholesale Personal Super – Growth

FirstChoice Wholesale Personal Super – High Growth

 

Core Alpha Pension

FirstChoice Wholesale Pension – Defensive

FirstChoice Wholesale Pension – Balanced

FirstChoice Wholesale Pension- Balanced Growth

FirstChoice Wholesale Pension – Growth

FirstChoice Wholesale Pension – High Growth

 

Core Alpha Pension Ethical

FirstChoice Wholesale Pension – Defensive

FirstChoice Wholesale Pension – Balanced

FirstChoice Wholesale Pension – Balanced Growth

FirstChoice Wholesale Pension – Growth

FirstChoice Wholesale Pension – High Growth

 

Core Alpha Investments

FirstChoice Wholesale Investments – Defensive

FirstChoice Wholesale Investments – Balanced

FirstChoice Wholesale Investments – Balanced Growth

FirstChoice Wholesale Investments – Growth

FirstChoice Wholesale Investments – High Growth

 

Core Essential Super

FirstChoice Wholesale Personal Super – Defensive

FirstChoice Wholesale Personal Super – Balanced

FirstChoice Wholesale Personal Super – Balanced Growth

FirstChoice Wholesale Personal Super – Growth

FirstChoice Wholesale Personal Super – High Growth

 

Core Essential Investments

FirstChoice Wholesale Investment – Defensive

FirstChoice Wholesale Investment – Balanced

FirstChoice Wholesale Investment – Balanced Growth

FirstChoice Wholesale Investment – Growth

FirstChoice Wholesale Personal Super – High Growth

About the Author Anastasia Gravas

Leave a Comment: