Monthly Performance Updates

Latest Performance Reports - February 2026

To download any of our monthly performance reports for February 2026, please select the investment type below. 


Each file is in PDF format and is about 300KB in size.

Monthly Performance Updates

Portfolios - Direct Shares

M Group Financial Planning

Balanced (Core)

M Group Financial Planning

Growth (Core)

M Group Financial Planning

High Growth (Core)

Portfolios - No Direct Shares

M Group Financial Planning

Conservative (NDS)

M Group Financial Planning

Balanced (NDS)

M Group Financial Planning

Growth (NDS)

M Group Financial Planning

High Growth (NDS)

Monthly Investment Performance Updates - M Group Financial Planning

Portfolios - Direct Shares

M Group Financial Planning

Conservative (Core)

M Group Financial Planning

Balanced (Core)

M Group Financial Planning

Growth (Core)

M Group Financial Planning

High Growth (Core)

M Group Financial Planning

Active (Core)

M Group Financial Planning

Conservative Ethical

Portfolios - No Direct Shares

M Group Financial Planning

Conservative (NDS)

M Group Financial Planning

Balanced (NDS)

M Group Financial Planning

Growth (NDS)

M Group Financial Planning

Conservative Ethical (NDS)

M Group Financial Planning

Growth Ethical (NDS)

Financial Planning

Financial Planning Services

Personal & Business Insurance

Protect yourself, your family and your business. From life insurance, to income protection, to business expenses insurance, we've got you covered.

Share Market Trading

For those with available cash, times like now when asset values are low typically present a good time to invest.

Retirement Planning

Retirement planning is essential to ensure you have the right strategies in place for a comfortable retirement.

Superannuation

Contributing to your Superannuation can be tax effective while also helping to ensure you have enough money to retire comfortably when the time comes.

Aged Care Assistance

Australian Government funded aged care services are available to those aged 65+ or from the age of 50 and above for Aboriginal and Torres Strait Islander people.

Investment Advice

There are a lot of options out there for investing your money. Our qualified Financial Planners are equipped with all the latest knowledge to suit your situation.

Monthly Performance Updates

Download the Monthly Performance Reports from our Investment Portfolios here.

Financial Services Guide

Download the Monthly Performance Reports from our Investment Portfolios here.