Portfolio reports July 2022

Portfolio reports July 2022

These are the portfolio reports for the month ending July 2022.

Attached Files

File
Balanced MS detailed report_0822.pdf
Balanced Mgd detailed report_0822.pdf
Balanced FS detailed report_0822.pdf
Balanced detailed report_0822.pdf
Aequitas combined portfolio performance_0822.pdf
Aequitas combined portfolio and benchmark performance_0822.pdf
Mod Cons Portfolio FS factsheet_0822.pdf
Mod Cons Mgd detailed report_0822.pdf
Mod Cons FS detailed report_0822.pdf
Mod Cons detailed report_0822.pdf
High Growth Mgd detailed report_0822.pdf
High Growth detailed report_0822.pdf
Growth Portfolio MS factsheet_0822.pdf
Growth Portfolio FS factsheet_0822.pdf
Growth MS detailed report_0822.pdf
Growth Mgd detailed report_0822.pdf
Growth FS detailed report_0822.pdf
Growth detailed report_0822.pdf
Core Equity Portfolio MS factsheet_0822.pdf
Core Equity Portfolio MS detailed report_0822.pdf
Core Equity Portfolio FS factsheet_0822.pdf
Core Equity Portfolio FS detailed report_0822.pdf
Core Equity Portfolio detailed report_0822.pdf
Core Equity Portfolio Attribution Detail - 3m_0822.pdf
Core Equity Portfolio Attribution Detail - 1m_0822.pdf
Conservative Mgd detailed report_0822.pdf
Conservative detailed report_0822.pdf
Concentrated Portfolio detailed report_0822.pdf
Balanced Portfolio MS factsheet_0822.pdf
Balanced Portfolio FS factsheet_0822.pdf
  • Version
  • File Size 4.15 MB
  • File Count 30
  • Create Date 3 August 2022
  • Last Updated 11 August 2022