Quarterly reporting

Access our latest Quarterly MDA Reports below. These updates provide a transparent breakdown of historical portfolio performance against Morningstar benchmarks and CPI targets, giving you clear data to support your ongoing reviews.

MDA Quarterly Performance - December 2025
MDA Performance Report - 31st December 2025
Harbourside Investments Quarterly MDA Performance - September 25
MDA Performance Report - 31st September 2025
Harbourside Investments Quarterly MDA Performance - June 2025
MDA Performance Report - 31st June 2025
Harbourside Investments Quarterly MDA Performance - March 2025
MDA Performance Report - 31st March 2025