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:

April 2019 Performance

The big movement for the April was the pullback in bond prices following a stellar few months, although bond prices

March 2019 Performance

Global equities finished the month with the best quarterly performance since 3Q 2010. Of more interest to our investors though:

Feb 2019 Performance

Stock markets continued to rally in February to recover most of the losses from late 2018, at the same time Australian

January 2019 Performance

Stock markets continued to rally in January and the start of February to recover most of the losses from late

December 2018 Performance

Stock markets around the world bounced hard off their Christmas lows to give some respectability to what would have otherwise

November 2018 Performance

Stock markets around the world have fallen precipitously over the last 3 months, and our portfolios have not been immune