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 Performance
January 2018 Performance
Given the events of the last week, it feels like performance for January is largely irrelevant. The headline is that
Nucleus December Performance
December 2017 Performance
Good news: Stock selection continues to support performance with our international portfolio outperforming a falling world market. Bad news: Statistically,
Nucleus November performance
November 2017 Performance
One of our core investment themes is that international stocks are the best asset class for Australian investors at this
Nucleus October Performance
October 2017 Performance
One of our core investment themes is that international stocks are the best asset class for Australian investors at this
Nucleus September 2017 Performance
September 2017 Performance
During September the mix of the falling Australian dollar and increasing international equities saw all of our portfolios again outperform
Monthly Nucleus portfolio performance
August 2017 Performance
Apologies for the lateness of this report, we are still getting reporting systems ironed out with our portfolio provider –