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: 

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
Nucleus Performance
August 2018 Performance
  International stock markets ripped higher in August and both the Australian dollar and bond yields fell, completing a trifecta
1st year performance
July 2018 Performance
July marked our first full year of live investment as Nucleus Wealth. We started the year with a view that
June 2018 Performance
June continued to see positive returns across our portfolios,  our Australian fund was up 2.3%, International up 1.3% and the