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 June 2020 Performance
June 2020 Performance
An ounce of prevention is worth a pound of cure. Coronavirus has shown this to be accurate, both in managing
Significant Outperformance by Nucleus Growth Fund
May 2020 Performance
May saw share markets extend their bounce in the face of worsening economic conditions. In particular the last week of
April 2020 Performance
April saw a bounce back in share markets after one of the worst months ever for stock markets. Our portfolios
Nucleus Performance
Nucleus Growth outperforms super funds by almost 10% in March
Chant West finally released its returns for superannuation funds for last month. Our growth fund smashed the median fund by 9.4% in
Nucleus Feb/Mar Performance
March 2020 Performance
March was one of the worst months ever for stock markets. As discussed in our January and February reports, our
Nucleus Outperformance
Massive outperformance vs Superannuation Funds
Chant West returns released its returns for superannuation funds for last month and a preview of the March massacre. Our