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:

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

Global equities had the worst monthly fall since May 2012 when the euro sovereign debt crisis and Grexit loomed large.

After a strong August performance, September saw a pull-back in most of our portfolios amid concerns surrounding trade tensions, China’s economic

International stock markets ripped higher in August and both the Australian dollar and bond yields fell, completing a trifecta