Portfolio reports May 2021

Portfolio reports May 2021

These are the model portfolio reports for May 2021. They include the notional fees that would apply to an SMA investor.

Attached Files

File
Aequitas combined portfolio performance 2021-05.pdf
Aequitas combined portfolio and benchmark performance 2021-05.pdf
Mod Cons Mgd detailed report 2021-05.pdf
Mod Cons detailed report 2021-05.pdf
High Growth Mgd detailed report 2021-05.pdf
High Growth detailed report 2021-05.pdf
Growth Mgd detailed report 2021-05.pdf
Growth detailed report 2021-05.pdf
Core Equity Portfolio detailed report 2021-05.pdf
Conservative Mgd detailed report 2021-05.pdf
Conservative detailed report 2021-05.pdf
Balanced Mgd detailed report 2021-05.pdf
Balanced detailed report 2021-05.pdf
  • Version
  • File Size 2.62 MB
  • File Count 13
  • Create Date 15 June 2021
  • Last Updated 16 May 2022