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: 

November 2024 Performance
In November, global markets boomed on the back of the Trump election, continuing into December with a Santa rally for
October 2024 Performance
In October, global markets continued to add to their performance, aided now by a falling Australian dollar. The Australian market
September Performance
In September global markets continued to add to their performance so far this year, however the rising AUD offset all
August 2024 Performance
In August global markets added to their strong performance so far this year, however the rising AUD offset all of
June 2024 Performance
In June, the AI stocks continued to lead the charge, pushing stock markets higher. For the year to June, an
May 2024 Performance
In May, the AI stocks continued to lead the charge, pushing stock markets higher. Our international portfolio outperformed given our