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 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
Nucleus Growth Portfolio over February
February 2020 Performance
Last month we threw in the towel on share markets. This month share markets were the ones to throw in
January 2020 Performance
It would have been difficult to lose money in January. Bonds, Aussie shares, international shares, residential property, it seemed like
Nucleus Wealth's Growth fund performed in the top 4 of all super funds in 2019
December 2019 Performance
2019 was a banner year for investment returns. Our own funds performed well throughout the year, highlighted by our growth
November 2019 Performance
November was a stark reminder of the power of narrative in driving returns. World stock markets rose almost 5%, but
October 2019 Performance
October saw investment returns for equity markets higher yet again, the bigger story was a reversal in the bond market.