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