AV Portfolios

AV Portfolios

These are portfolios relating to the AV Core-Satellite portfolios.

The Xplan file can be uploaded into your Xplan site's target sets. This will enable you to model the contents of the portfolio in Xplan.

The portfolio file contains the investments in the portfolio and "bench" of potential investments that we may include if market conditions warrant a change. The spreadsheet also shows the asset class ranges and current allocations.

Attached Files

AV DAA rel wts.png
AV DAA weights.png
AV Xplan models.csv
AV portfolios.xlsx
  • Version
  • File Size 50.33 KB
  • File Count 4
  • Create Date 28 September 2023
  • Last Updated 2 November 2023