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:
Stock markets continued to rally in January and the start of February to recover most of the losses from late
Stock markets around the world bounced hard off their Christmas lows to give some respectability to what would have otherwise
Stock markets around the world have fallen precipitously over the last 3 months, and our portfolios have not been immune
Chant West is out with its latest super fund returns: Chant West senior investment research manager Mano Mohankumar says: “Despite
Global equities had the worst monthly fall since May 2012 when the euro sovereign debt crisis and Grexit loomed large.
After a strong August performance, September saw a pull-back in most of our portfolios amid concerns surrounding trade tensions, China’s economic
