• 17 Jun, 2022

    Model Portfolio Factsheets

    Please see below for links to PDFs of the Balanced, Cautious, Defensive, Ethical Balanced, Ethical Growth, Growth and Income Model Portfolio Fact sheets.

    By Robert
  • 02 Feb, 2022

    Responsible Investing Why it’s Good for You, Others, and the Planet

    Most of us like to do our bit for the planet, whether it’s being vigilant with recycling, using less plastic or cycling to work, but is it enough?

    ... By Robert
  • 21 Apr, 2021

    Model Portfolio Fact Sheets Archive

    Please find below links to previously published Wise Investment Model Portfolio Fact Sheets.

    By Robert
  • 14 Oct, 2020

    AIM Model Portfolio Fact sheet

    Please see below for the link to the PDF of the AIM Model Portfolio Fact sheet.

    By Robert
  • 15 May, 2020

    UVW is not as simple as ABC………………………..

    As each day passes there continue to be economic consequences to the necessary social distancing measures implemented by governments around the world. With a few notable exceptions, lockdown has been...

    By Robert
  • 05 Apr, 2020

    Covid 19 - Commentary

    There are very few individuals alive today that have previously experienced a global flu pandemic. The last virus that had similar breadth was Spanish Flu which lasted from the beginning...

    By Robert
  • 03 May, 2018

    Quarterly Market Review, Q1 2018

    Fears over rising inflation and the potential for the traditional response of higher interest rates being applied by central bankers took its toll on portfolio returns in the first three...

    By Robert
  • 13 Mar, 2018

    Market View Q4 2017

    By Robert