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: 

Implied yields
After early weakness in May, stock markets bounced back strongly in the second half of the month. However, losses in
Stock markets started to slide in April and have accelerated to the downside in the early days of May. Commodities
December saw a strong performance from all of our tactical portfolios. Our Growth portfolio rose 2%, Accumulation rose 1.2% and