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:

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

July marked our first full year of live investment as Nucleus Wealth. We started the year with a view that

June continued to see positive returns across our portfolios, our Australian fund was up 2.3%, International up 1.3% and the

May continued to see positive returns across our portfolios, our Australian fund was up 2% and the rest were up

April saw markets bounce back from a poor March, and our portfolios saw healthy gains with our international portfolio up