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: 

November 2020 Performance
November saw equity market returns surge on the back of US election result clarity and positive news from a trifecta
October 2020 Performance - Tactical Portfolios
October saw domestic multi-asset portfolios achieve small gains with Australian equities the prime driver. International markets fell reflecting uncertainties of
S&P 500 valuations look stretched
October 2020 Performance - Core Share Portfolios
Note: This is part 1 of our performance report looking at Australian and International direct share portfolios. Part 2 is
September 2020 Performance - Tactical Portfolios
September has historically been the worst month for the stock market, and this year was no exception with global equities
September 2020 Performance - Core Share Portfolios
Note: This is the first instalment of our performance report looking at our Australian and International direct share portfolios which
August 2020 Performance
August saw the market continue the recovery as investors cheered positive news of a potential COVID-19 treatment and welcomed a