Portfolio reports June 2022

Portfolio reports June 2022

Attached are the portfolio reports for the month ending June 2022. This includes the quarterly SMA reports.

Attached Files

File
Balanced MS quarterly report_0722.pdf
Balanced FS quarterly report_0722.pdf
Mod Cons Portfolio FS factsheet_0722.pdf
Growth Portfolio MS factsheet_0722.pdf
Growth Portfolio FS factsheet_0722.pdf
Core Equity Portfolio MS factsheet_0722.pdf
Core Equity Portfolio FS factsheet_0722.pdf
Balanced Portfolio MS factsheet_0722.pdf
Balanced Portfolio FS factsheet_0722.pdf
Mod Cons FS detailed report_0722.pdf
Growth MS detailed report_0722.pdf
Growth FS detailed report_0722.pdf
Core Equity Portfolio MS detailed report_0722.pdf
Core Equity Portfolio FS detailed report_0722.pdf
Balanced MS detailed report_0722.pdf
Balanced FS detailed report_0722.pdf
Aequitas combined portfolio and benchmark performance_0722.pdf
Mod Cons Mgd detailed report_0722.pdf
Mod Cons detailed report_0722.pdf
High Growth Mgd detailed report_0722.pdf
High Growth detailed report_0722.pdf
Growth Mgd detailed report_0722.pdf
Growth detailed report_0722.pdf
Core Equity Portfolio detailed report_0722.pdf
Conservative Mgd detailed report_0722.pdf
Conservative detailed report_0722.pdf
Concentrated Portfolio detailed report_0722.pdf
Balanced Mgd detailed report_0722.pdf
Balanced detailed report_0722.pdf
Aequitas combined portfolio performance_0722.pdf
Core Equity Portfolio Attribution Detail - 3m_0722.pdf
Core Equity Portfolio Attribution Detail - 1m_0722.pdf
Mod Cons FS quarterly report_0722.pdf
Growth MS quarterly report_0722.pdf
Growth FS quarterly report_0722.pdf
Core Equity Portfolio MS quarterly report_0722.pdf
Core Equity Portfolio FS quarterly report_0722.pdf
  • Version
  • File Size 10.55 MB
  • File Count 37
  • Create Date 14 July 2022
  • Last Updated 14 July 2022