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: 

December 2020 Performance
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