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: 

January 2019 Performance
Stock markets continued to rally in January and the start of February to recover most of the losses from late
December 2018 Performance
Stock markets around the world bounced hard off their Christmas lows to give some respectability to what would have otherwise
November 2018 Performance
Stock markets around the world have fallen precipitously over the last 3 months, and our portfolios have not been immune
Nucleus still outperforming the average Super Fund
Chant West is out with its latest super fund returns: Chant West senior investment research manager Mano Mohankumar says: “Despite
October 2018 Performance
Global equities had the worst monthly fall since May 2012 when the euro sovereign debt crisis and Grexit loomed large.
September 2018 Performance
After a strong August performance, September saw a pull-back in most of our portfolios amid concerns surrounding trade tensions, China’s economic