Aequitas reports April 2024

Aequitas reports April 2024

These are the reports for the Aequitas portfolios. The "MW SMA" reports include fees and investment selections for Macquarie Wrap SMAs while the "FW SMA" reports are for the FirstWrap SMA portfolios. (The portfolios are nearly identical.) The "model" reports do not include SMA fees or SMA-only unit classes of funds.

Attached Files

File
Aequitas Absolute Return model report 2024-04.pdf
Aequitas Balanced detailed report 2024-04.pdf
Aequitas Balanced FW SMA report 2024-04.pdf
Aequitas Balanced Mgd model report 2024-04.pdf
Aequitas Balanced model report 2024-04.pdf
Aequitas Balanced MW SMA report 2024-04.pdf
Aequitas combined portfolio and benchmark performance 2024-04.pdf
Aequitas Conservative detailed report 2024-04.pdf
Aequitas Conservative Mgd model report 2024-04.pdf
Aequitas Conservative model report 2024-04.pdf
Aequitas Core Equity FW SMA report 2024-04.pdf
Aequitas Core Equity model report 2024-04.pdf
Aequitas Core Equity MW SMA report 2024-04.pdf
Aequitas Core Equity Portfolio detailed report 2024-04.pdf
Aequitas Growth detailed report 2024-04.pdf
Aequitas Growth FW SMA report 2024-04.pdf
Aequitas Growth Mgd model report 2024-04.pdf
Aequitas Growth model report 2024-04.pdf
Aequitas Growth MW SMA report 2024-04.pdf
Aequitas High Growth detailed report 2024-04.pdf
Aequitas High Growth Mgd model report 2024-04.pdf
Aequitas High Growth model report 2024-04.pdf
Aequitas High Growth MW SMA report 2024-04.pdf
Aequitas Mod Cons detailed report 2024-04.pdf
Aequitas Mod Cons FW SMA report 2024-04.pdf
Aequitas Mod Cons Mgd model report 2024-04.pdf
Aequitas Mod Cons model report 2024-04.pdf
Aequitas Moderate MW SMA report 2024-04.pdf
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  • File Size 3.91 MB
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  • Create Date 10 May 2024
  • Last Updated 11 May 2024