Portfolio reports July 2023

Portfolio reports July 2023

These are the reports for the Aequitas portfolios for July 2023.

Attached Files

File
Balanced Portfolio FS factsheet_0823.pdf
Balanced MS detailed report_0823.pdf
Balanced Mgd detailed report_0823.pdf
Balanced FS detailed report_0823.pdf
Balanced detailed report_0823.pdf
Aequitas combined portfolio performance_0823.pdf
Aequitas combined portfolio and benchmark performance_0823.pdf
Mod Cons Portfolio FS factsheet_0823.pdf
Mod Cons Mgd detailed report_0823.pdf
Mod Cons FS detailed report_0823.pdf
Mod Cons detailed report_0823.pdf
Long term benchmark performance_0823.pdf
High Growth Mgd detailed report_0823.pdf
High Growth detailed report_0823.pdf
Growth Portfolio MS factsheet_0823.pdf
Growth Portfolio FS factsheet_0823.pdf
Growth MS detailed report_0823.pdf
Growth Mgd detailed report_0823.pdf
Growth FS detailed report_0823.pdf
Growth detailed report_0823.pdf
Core Equity Portfolio MS factsheet_0823.pdf
Core Equity Portfolio MS detailed report_0823.pdf
Core Equity Portfolio FS factsheet_0823.pdf
Core Equity Portfolio FS detailed report_0823.pdf
Core Equity Portfolio detailed report_0823.pdf
Conservative Mgd detailed report_0823.pdf
Conservative detailed report_0823.pdf
Concentrated Portfolio detailed report_0823.pdf
Balanced Portfolio MS factsheet_0823.pdf
  • Version
  • File Size 9.02 MB
  • File Count 29
  • Create Date 9 August 2023
  • Last Updated 10 August 2023