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 Alpha Super – Balanced Growth

Wiseowl Core Alpha Super – Growth

Wiseowl Core Alpha Super – High Growth

Wiseowl Wholesale Personal Super – International Tilt Balanced Growth

Wiseowl Wholesale Personal Super – International Tilt Growth

Core Alpha Pension

Wiseowl Core Alpha Pension -Defensive

Wiseowl Core Alpha Pension -Balanced

Wiseowl Core Alpha Pension -Balanced Growth

Wiseowl Core Alpha Pension -Growth

Wiseowl Core Alpha Pension – High Growth

Core Alpha Investments

Wiseowl Core Alpha Investments – Defensive

Wiseowl Core Alpha Investments – Balanced

Wiseowl Core Alpha Investments – Balanced Growth

Wiseowl Core Alpha Investments – Growth

Wiseowl Core Alpha Investments – High Growth

Core Essential Super

Wiseowl Core Essential Super – Defensive

Wiseowl Core Essential Super -Balanced

Wiseowl Core Essential Super – Balanced Growth

Wiseowl Core Essential Super – Growth

Wiseowl Core Essential Super – High Growth

Core Essential Pension

Wiseowl Core Essential Pension -Defensive

Wiseowl Core Essential Pension -Balanced

Wiseowl Core Essential Pension -Balanced Growth

Wiseowl Core Essential Pension -Growth

Wiseowl Core Essential Pension – High Growth

Core Essential Investment

Wiseowl Core Essential Investments – Defensive

Wiseowl Core Essential Investments – Balanced

Wiseowl Core Essential Investments – Balanced Growth

Wiseowl Core Essential Investments – Growth

Wiseowl Core Essential Investments – High Growth

About the Author Luke Howe

Financial Adviser ADFS (FP)

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