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: 

January Performance
January 2018 Performance
Given the events of the last week, it feels like performance for January is largely irrelevant. The headline is that
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Nucleus December Performance
December 2017 Performance
Good news: Stock selection continues to support performance with our international portfolio outperforming a falling world market. Bad news: Statistically,
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Nucleus November performance
November 2017 Performance
One of our core investment themes is that international stocks are the best asset class for Australian investors at this
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Nucleus October Performance
October 2017 Performance
One of our core investment themes is that international stocks are the best asset class for Australian investors at this
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Nucleus September 2017 Performance
September 2017 Performance
During September the mix of the falling Australian dollar and increasing international equities saw all of our portfolios again outperform
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Monthly Nucleus portfolio performance
August 2017 Performance
Apologies for the lateness of this report, we are still getting reporting systems ironed out with our portfolio provider –
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