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:
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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March 2019 Performance
Global equities finished the month with the best quarterly performance since 3Q 2010. Of more interest to our investors though:
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Feb 2019 Performance
Stock markets continued to rally in February to recover most of the losses from late 2018, at the same time Australian
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January 2019 Performance
Stock markets continued to rally in January and the start of February to recover most of the losses from late
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