Portfolio reports December 2023

Portfolio reports December 2023

These are the portfolio reports for December 2023.

Attached Files

File
Aequitas combined portfolio and benchmark performance_0124.pdf
Aequitas combined portfolio performance_0124.pdf
Balanced FS detailed report_0124.pdf
Balanced FS quarterly report_0124.pdf
Balanced MS detailed report_0124.pdf
Balanced MS quarterly report_0124.pdf
Balanced Mgd detailed report_0124.pdf
Balanced Portfolio FS factsheet_0124.pdf
Balanced Portfolio MS factsheet_0124.pdf
Balanced detailed report_0124.pdf
Concentrated Portfolio detailed report_0124.pdf
Conservative Mgd detailed report_0124.pdf
Conservative detailed report_0124.pdf
Core Equity Portfolio FS detailed report_0124.pdf
Core Equity Portfolio FS factsheet_0124.pdf
Core Equity Portfolio FS quarterly report_0124.pdf
Core Equity Portfolio MS detailed report_0124.pdf
Core Equity Portfolio MS factsheet_0124.pdf
Core Equity Portfolio MS quarterly report_0124.pdf
Core Equity Portfolio detailed report_0124.pdf
Growth FS detailed report_0124.pdf
Growth FS quarterly report_0124.pdf
Growth MS detailed report_0124.pdf
Growth MS quarterly report_0124.pdf
Growth Mgd detailed report_0124.pdf
Growth Portfolio FS factsheet_0124.pdf
Growth Portfolio MS factsheet_0124.pdf
Growth detailed report_0124.pdf
High Growth MS detailed report_0124.pdf
High Growth MS quarterly report_0124.pdf
High Growth Mgd detailed report_0124.pdf
High Growth detailed report_0124.pdf
Long term benchmark performance_0124.pdf
Mod Cons FS detailed report_0124.pdf
Mod Cons FS quarterly report_0124.pdf
Mod Cons Mgd detailed report_0124.pdf
Mod Cons Portfolio FS factsheet_0124.pdf
Mod Cons detailed report_0124.pdf
Moderate MS detailed report_0124.pdf
Moderate MS quarterly report_0124.pdf
  • Version
  • File Size 11.41 MB
  • File Count 40
  • Create Date 10 January 2024
  • Last Updated 10 January 2024