Portfolio reports February 2023

Portfolio reports February 2023

These are the portfolio reports for the Aequitas model portfolios for the month ending February 2023.

Attached Files

File
Mod Cons Portfolio FS factsheet_0323.pdf
Mod Cons Mgd detailed report_0323.pdf
Mod Cons FS detailed report_0323.pdf
Mod Cons detailed report_0323.pdf
Long term benchmark performance_0323.pdf
High Growth Mgd detailed report_0323.pdf
High Growth detailed report_0323.pdf
Growth Portfolio MS factsheet_0323.pdf
Growth Portfolio FS factsheet_0323.pdf
Growth MS detailed report_0323.pdf
Growth Mgd detailed report_0323.pdf
Growth FS detailed report_0323.pdf
Growth detailed report_0323.pdf
Core Equity Portfolio MS factsheet_0323.pdf
Core Equity Portfolio MS detailed report_0323.pdf
Core Equity Portfolio FS factsheet_0323.pdf
Core Equity Portfolio FS detailed report_0323.pdf
Core Equity Portfolio detailed report_0323.pdf
Conservative Mgd detailed report_0323.pdf
Conservative detailed report_0323.pdf
Concentrated Portfolio detailed report_0323.pdf
Balanced Portfolio MS factsheet_0323.pdf
Balanced Portfolio FS factsheet_0323.pdf
Balanced MS detailed report_0323.pdf
Balanced Mgd detailed report_0323.pdf
Balanced FS detailed report_0323.pdf
Balanced detailed report_0323.pdf
Aequitas combined portfolio performance_0323.pdf
Aequitas combined portfolio and benchmark performance_0323.pdf
  • Version
  • File Size 8.98 MB
  • File Count 29
  • Create Date 10 March 2023
  • Last Updated 15 March 2023