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:

Putting a portfolio together sometimes feels like catching waves: you position the portfolio for a number of themes, wait for

The rip higher in bond prices meant that our asset allocation portfolios outperformed the median super fund substantially in May

The big movement for the April was the pullback in bond prices following a stellar few months, although bond prices

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