Performance Reports
All of our clients have website access to see the stocks and bonds that they own, the reasons for owning them and a full history of performance.
In addition, we write a performance report each month to go through any changes to our positioning. See below for recent reports:
September saw volatile, but ultimately strong equity markets push the investment returns for most superannuation funds higher. Our tactical investment
Most superannuation funds lost money in August on the back of the Australian stock market, falling around 2%. Our tactical
July added another month of good performance to the share and bond market rallies that have driven markets higher throughout
Putting a portfolio together sometimes feels like catching waves: you position the portfolio for a number of themes, wait for
The rip higher in bond prices meant that our asset allocation portfolios outperformed the median super fund substantially in May
The big movement for the April was the pullback in bond prices following a stellar few months, although bond prices
