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 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 –