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: 

October 2019 Performance
October saw investment returns for equity markets higher yet again, the bigger story was a reversal in the bond market.
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Nucleus Superannuation and Ethical Investment performance September 2019
September 2019 Investment Performance
September saw volatile, but ultimately strong equity markets push the investment returns for most superannuation funds higher. Our tactical investment
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August 2019 Performance
Most superannuation funds lost money in August on the back of the Australian stock market, falling around 2%. Our tactical
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July 2019 Performance
July added another month of good performance to the share and bond market rallies that have driven markets higher throughout
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Nucleus FY2019 Performance
June 2019 Performance
Putting a portfolio together sometimes feels like catching waves: you position the portfolio for a number of themes, wait for
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May 2019 Performance
The rip higher in bond prices meant that our asset allocation portfolios outperformed the median super fund substantially in May
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