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:
September 2019 Investment Performance
September saw volatile, but ultimately strong equity markets push the investment returns for most superannuation funds higher. Our tactical investment
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August 2019 Performance
Most superannuation funds lost money in August on the back of the Australian stock market, falling around 2%. Our tactical
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July 2019 Performance
July added another month of good performance to the share and bond market rallies that have driven markets higher throughout
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June 2019 Performance
Putting a portfolio together sometimes feels like catching waves: you position the portfolio for a number of themes, wait for
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May 2019 Performance
The rip higher in bond prices meant that our asset allocation portfolios outperformed the median super fund substantially in May
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April 2019 Performance
The big movement for the April was the pullback in bond prices following a stellar few months, although bond prices
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