Earnings Recap

This month, we’ve taken a different approach to our regular market report, reviewing the August earnings results of three of our portfolio holdings: BHP, Commonwealth Bank and CSL.

We highlight the key numbers and the main drivers behind each company’s performance. This is not intended as an investment thesis, but rather to keep readers informed on the latest results from companies held in our portfolios.

As always, please reach out to your advisor should you wish to discuss your portfolio.

Please click here to read our August 2026 earnings recap report as a PDF.

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(The Licensee) does not give any warranty, whether express or implied, as to the accuracy, reliability or otherwise of the information and opinions contained herein and to the maximum extent permissible by law, accepts no liability in contract, tort (including negligence) or otherwise for any loss or damages suffered as a result of reliance on such information or opinions.

The Licensee does not endorse any third parties that may have provided information included in the Material. Past performance is no guarantee of future results and current performance may be higher or lower than the performance shown. Therefore, any stated figures should not be relied upon. The investment return and principal value of an investment will fluctuate so that an investor’s investments, when redeemed, may be worth more or less than their original cost.