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: 

October 2023 Performance
October is known as a month of heightened volatility, and this year it didn't disappoint. Returns swung from +3.5% to
September 2023 Performance
September, historically a bearish month, once again proved true to form as all indexes were in retreat once the Fed
August 2023 Performance
August proved to be a volatile month with the S&P 500 and Nasdaq-100 Indices posting their first monthly declines since
July 2023 Performance
During the year to July, our Core Australian and Core International equity portfolios outperformed their benchmark, bolstered again by our
Performance June 2023
During the year to June, our Core Australian equity portfolio significantly outperformed the benchmark, ranking in the top 5 large-cap
May 2023 Performance
During May, our Australian equity portfolio significantly outperformed the benchmark, bolstered again by our defensive and underweight resources and bank