Investment Updates 

In the past, we published the Investment Updates internally, in a quest for speed of dispatch to you. However, advances in printing over the years means that we can now write something here and publish it professionally in a much shorter time period than used to be the case. In addition to this, we are making all our updates available in this section of our web site for you to access online.

Please click on a link below to view an update: (if the document doesn't open correctly, you may need to download Adobe Acrobat Reader)

2009 Q4 (PDF) 
2009 Q3 (PDF) 
2009 Q2 (PDF)
2009 Q1 (PDF) 

2008 Q3 (PDF) 
2008 Q2 (PDF) 
2008 Q1 (PDF) 

2007 Q4 (PDF)
2007 Q3 (PDF)
2007 Q2 (PDF)
2007 Q1 (PDF)

2006 Q4 (PDF)
2006 Q3 (PDF)
2006 Q2 (PDF)
2006 Q1 (PDF)

2005 Q4 (PDF)
2005 Q3 (PDF)
2005 Q2 (PDF)
2005 Q1 (PDF)

Please click on a link below to view an update: (if the document doesn't open correctly, you may need to download Adobe Acrobat Reader)

Hong Kong Nowadays (PDF)
Celebrating 25 Years of Service (PDF)
Case Study - A low risk portfolio designed to beat cash (PDF)
April 2006 - Berry wins Private Asset Managers Award (PDF)
Case study - A low risk portfolio designed to beat deposits (PDF)