Portfolio reports December 2021
Portfolio reports December 2021
Attached are the portfolio reports for the Aequitas model portfolios and SMAs for December 2021.
Attached Files
| File | |
|---|---|
| Balanced Portfolio FS factsheet 2021-12.pdf | |
| Balanced Portfolio MS factsheet 2021-12.pdf | |
| Concentrated Portfolio detailed report 2021-12.pdf | |
| Conservative detailed report 2021-12.pdf | |
| Conservative Mgd detailed report 2021-12.pdf | |
| Core Equity Portfolio detailed report 2021-12.pdf | |
| Core Equity Portfolio FS detailed report 2021-12.pdf | |
| Core Equity Portfolio FS factsheet 2021-12.pdf | |
| Core Equity Portfolio FS quarterly report 2021-12.pdf | |
| Core Equity Portfolio MS detailed report 2021-12.pdf | |
| Core Equity Portfolio MS factsheet 2021-12.pdf | |
| Core Equity Portfolio MS quarterly report 2021-12.pdf | |
| Growth detailed report 2021-12.pdf | |
| Growth FS detailed report 2021-12.pdf | |
| Growth FS quarterly report 2021-12.pdf | |
| Growth Mgd detailed report 2021-12.pdf | |
| Growth MS detailed report 2021-12.pdf | |
| Growth MS quarterly report 2021-12.pdf | |
| Growth Portfolio FS factsheet 2021-12.pdf | |
| Growth Portfolio MS factsheet 2021-12.pdf | |
| High Growth detailed report 2021-12.pdf | |
| High Growth Mgd detailed report 2021-12.pdf | |
| Mod Cons detailed report 2021-12.pdf | |
| Mod Cons FS detailed report 2021-12.pdf | |
| Mod Cons FS quarterly report 2021-12.pdf | |
| Mod Cons Mgd detailed report 2021-12.pdf | |
| Mod Cons Portfolio FS factsheet 2021-12.pdf | |
| Aequitas combined portfolio and benchmark performance 2021-12.pdf | |
| Aequitas combined portfolio performance 2021-12.pdf | |
| Balanced detailed report 2021-12.pdf | |
| Balanced FS detailed report 2021-12.pdf | |
| Balanced FS quarterly report 2021-12.pdf | |
| Balanced Mgd detailed report 2021-12.pdf | |
| Balanced MS detailed report 2021-12.pdf | |
| Balanced MS quarterly report 2021-12.pdf |
- Version
- File Size 3.91 MB
- File Count 35
- Create Date 6 January 2022
- Last Updated 16 May 2022