PERFORMANCE News & Analysis

Changing your investment approach can make a significant difference in returns over the long-term. 

We break down each of the components of a total return to understand what you get at the end of your investment. 

We go through an EOFY checklist top to bottom, to ensure you’re well equipped for the financial year ahead.

Walk through a portfolio rebalancing process with us to remain focused on your end goal.  

We uncover ways to effectively think about and evaluate investment performance to avoid dangers with chasing performance.  

Stock prices distract investors from what really matters: the businesses underlying them.

A picture says a thousand words, so enjoy this 9,000-word love letter to the financial year just gone.

Industry experts react to the federal government's major shake up of superannuation policy.

Beating their mainstream peers on a one, three, five and 10-year basis, a new report reveals.

It's been a volatile year so far and some funds fared better than others.