Portfolio reports January 2023
Portfolio reports January 2023
Here are the portfolio reports for the Aequitas portfolios and SMAs for January 2023.
Attached Files
| File | |
|---|---|
| Conservative Mgd detailed report_0223.pdf | |
| Conservative detailed report_0223.pdf | |
| Concentrated Portfolio detailed report_0223.pdf | |
| Balanced Portfolio MS factsheet_0223.pdf | |
| Balanced Portfolio FS factsheet_0223.pdf | |
| Balanced MS detailed report_0223.pdf | |
| Balanced Mgd detailed report_0223.pdf | |
| Balanced FS detailed report_0223.pdf | |
| Balanced detailed report_0223.pdf | |
| Aequitas combined portfolio performance_0223.pdf | |
| Aequitas combined portfolio and benchmark performance_0223.pdf | |
| Mod Cons Portfolio FS factsheet_0223.pdf | |
| Mod Cons Mgd detailed report_0223.pdf | |
| Mod Cons FS detailed report_0223.pdf | |
| Mod Cons detailed report_0223.pdf | |
| Long term benchmark performance_0223.pdf | |
| High Growth Mgd detailed report_0223.pdf | |
| High Growth detailed report_0223.pdf | |
| Growth Portfolio MS factsheet_0223.pdf | |
| Growth Portfolio FS factsheet_0223.pdf | |
| Growth MS detailed report_0223.pdf | |
| Growth Mgd detailed report_0223.pdf | |
| Growth FS detailed report_0223.pdf | |
| Growth detailed report_0223.pdf | |
| Core Equity Portfolio MS factsheet_0223.pdf | |
| Core Equity Portfolio MS detailed report_0223.pdf | |
| Core Equity Portfolio FS factsheet_0223.pdf | |
| Core Equity Portfolio FS detailed report_0223.pdf | |
| Core Equity Portfolio detailed report_0223.pdf | |
| Core Equity Portfolio Attribution Detail - 3m_0223.pdf | |
| Core Equity Portfolio Attribution Detail - 1m_0223.pdf |
- Version
- File Size 9.30 MB
- File Count 31
- Create Date 13 February 2023
- Last Updated 13 February 2023