Portfolio reports March 2023

Portfolio reports March 2023

These are the monthly reports for the Aequitas portfolios for March 2023 and the quarterly reports for the SMA portfolios.

Attached Files

File
Core Equity Portfolio FS factsheet_0423.pdf
Core Equity Portfolio FS detailed report_0423.pdf
Core Equity Portfolio detailed report_0423.pdf
Conservative Mgd detailed report_0423.pdf
Conservative detailed report_0423.pdf
Concentrated Portfolio detailed report_0423.pdf
Balanced Portfolio MS factsheet_0423.pdf
Balanced Portfolio FS factsheet_0423.pdf
Balanced MS quarterly report_0423.pdf
Balanced MS detailed report_0423.pdf
Balanced Mgd detailed report_0423.pdf
Balanced FS quarterly report_0423.pdf
Balanced FS detailed report_0423.pdf
Balanced detailed report_0423.pdf
Aequitas combined portfolio performance_0423.pdf
Aequitas combined portfolio and benchmark performance_0423.pdf
Mod Cons Portfolio FS factsheet_0423.pdf
Mod Cons Mgd detailed report_0423.pdf
Mod Cons FS quarterly report_0423.pdf
Mod Cons FS detailed report_0423.pdf
Mod Cons detailed report_0423.pdf
Long term benchmark performance_0423.pdf
High Growth Mgd detailed report_0423.pdf
High Growth detailed report_0423.pdf
Growth Portfolio MS factsheet_0423.pdf
Growth Portfolio FS factsheet_0423.pdf
Growth MS quarterly report_0423.pdf
Growth MS detailed report_0423.pdf
Growth Mgd detailed report_0423.pdf
Growth FS quarterly report_0423.pdf
Growth FS detailed report_0423.pdf
Growth detailed report_0423.pdf
Core Equity Portfolio MS quarterly report_0423.pdf
Core Equity Portfolio MS factsheet_0423.pdf
Core Equity Portfolio MS detailed report_0423.pdf
Core Equity Portfolio FS quarterly report_0423.pdf
  • Version
  • File Size 10.50 MB
  • File Count 36
  • Create Date 11 April 2023
  • Last Updated 18 April 2023