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:
Global equities finished the month with the best quarterly performance since 3Q 2010. Of more interest to our investors though:
Stock markets continued to rally in February to recover most of the losses from late 2018, at the same time Australian
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
