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 – Balanced

Wise Owl Wholesale Personal Super – Balanced Growth

Wise Owl Wholesale Personal Super – Growth

Wise Owl Wholesale Personal Super – High Growth

Wise Owl Wholesale Personal Super – Balanced Growth (International Tilt)

Wise Owl Wholesale Personal Super – Growth (International Tilt)

Core Alpha Pension

Wise Owl Wholesale Pension – Defensive

Wise Owl Wholesale Pension – Balanced

Wise Owl Wholesale Pension – Balanced Growth

Wise Owl Wholesale Pension – Growth

Wise Owl Wholesale Pension – High Growth

Core Alpha Investments

Wise Owl Wholesale Investment – Defensive

Wise Owl Wholesale Investment – Balanced

Wise Owl Wholesale Investment – Balanced Growth

Wise Owl Wholesale Investment – Growth

Wise Owl Wholesale Investment – High Growth

Core Essential Super

Wise Owl Wholesale Personal Super – Defensive

Wise Owl Wholesale Personal Super – Balanced

Wise Owl Wholesale Personal Super – Balanced Growth

Wise Owl Wholesale Personal Super – Growth

Wise Owl Wholesale Personal Super – High Growth

Core Essential Pension

Wise Owl Wholesale Pension – Defensive

Wise Owl Wholesale Pension – Balanced

Wise Owl Wholesale Pension – Balanced Growth

Wise Owl Wholesale Pension – Growth

Wise Owl Wholesale Pension – High Growth

Core Essential Investment

Wise Owl Wholesale Investment – Defensive

Wise Owl Wholesale Investment – Balanced

Wise Owl Wholesale Investment – Balanced Growth

Wise Owl Wholesale Investment – Growth

Wise Owl Wholesale Investment – High Growth

About the Author Luke Howe

Financial Adviser ADFS (FP)

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