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:
June continued to see positive returns across our portfolios, our Australian fund was up 2.3%, International up 1.3% and the
May continued to see positive returns across our portfolios, our Australian fund was up 2% and the rest were up
April saw markets bounce back from a poor March, and our portfolios saw healthy gains with our international portfolio up
March was a shocker for the ASX with the ASX200 down over 4%. Investors in our tactical funds did much
Our pitch to investors has been that by investing in a mix of quality and value stocks that you can avoid
Given the events of the last week, it feels like performance for January is largely irrelevant. The headline is that
