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Monthly Performance Updates

Latest Performance Reports - May 2025

To download any of our monthly performance reports for May 2025, please select the investment type below.

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

Portfolios - Direct Shares

Mulcahy & Co Financial Planning

Balanced (Core)

Mulcahy & Co Financial Planning

Growth (Core)

Mulcahy & Co Financial Planning

High Growth (Core)

Portfolios - No Direct Shares

Mulcahy & Co Financial Planning

Conservative (NDS)

Mulcahy & Co Financial Planning

Mulcahy & Co Financial Planning

Mulcahy & Co Financial Planning

High G rowth (NDS)

Portfolios - Direct Shares

Mulcahy & Co Financial Planning

Conservative (Core)

Mulcahy & Co Financial Planning

Balanced (Core)

Mulcahy & Co Financial Planning

Mulcahy & Co Financial Planning

High Growth (Core)

Mulcahy & Co Financial Planning

Mulcahy & Co Financial Planning

Conservative Ethical

Mulcahy & Co Financial Planning

Balanced Ethical

Mulcahy & Co Financial Planning

Portfolios - No Direct Shares

Mulcahy & Co Financial Planning

Conservative (NDS)

Mulcahy & Co Financial Planning

Mulcahy & Co Financial Planning

Mulcahy & Co Financial Planning

High Growth (NDS)

Mulcahy & Co Financial Planning

Conservative Ethical (NDS)

Mulcahy & Co Financial Planning

Growth Ethical (NDS)

FINANCIAL PLANNING

Financial Planning Services

Personal and Business Insurance

Protect yourself, your family and your business with the right insurance cover. 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.

Quarterly Performance Updates

Download the Quarterly Performance Reports from our Investment Portfolios here.

Financial Services Guide

Are you financially secure? Mulcahy & Co

Quicklinks

Tools

Key Services

Office Locations

Mulcahy & Co acknowledges all Aboriginal and Torres Strait Islander Traditional Custodians of Country and recognises their continuing connection to land, sea, culture and community. We pay our respects to Elders past and present.

Liability limited by a scheme approved under Professional Standards Legislation - A MEMBER OF LAW AUSTRALIA

Australian Financial Services Licence No. 340094

Mulcahy & Co Financial Services Pty Ltd is a credit representative (397076) of BLSSA Pty Ltd ACN 117 651 760 (Australian Credit Licence 391237)

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