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 Performance
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 was one of the worst months ever for stock markets. As discussed in our January and February reports, our
Nucleus Outperformance
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
Last month we threw in the towel on share markets. This month share markets were the ones to throw in
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
2019 was a banner year for investment returns. Our own funds performed well throughout the year, highlighted by our growth