Portfolio reports May 2023

Portfolio reports May 2023

These are the model portfolio and SMA reports for the month ending May 2023.

Attached Files

File
Core Equity Portfolio MS factsheet_0623.pdf
Core Equity Portfolio MS detailed report_0623.pdf
Core Equity Portfolio FS factsheet_0623.pdf
Core Equity Portfolio FS detailed report_0623.pdf
Core Equity Portfolio detailed report_0623.pdf
Conservative Mgd detailed report_0623.pdf
Conservative detailed report_0623.pdf
Concentrated Portfolio detailed report_0623.pdf
Balanced Portfolio MS factsheet_0623.pdf
Balanced Portfolio FS factsheet_0623.pdf
Balanced MS detailed report_0623.pdf
Balanced Mgd detailed report_0623.pdf
Balanced FS detailed report_0623.pdf
Balanced detailed report_0623.pdf
Aequitas combined portfolio performance_0623.pdf
Aequitas combined portfolio and benchmark performance_0623.pdf
Mod Cons Portfolio FS factsheet_0623.pdf
Mod Cons Mgd detailed report_0623.pdf
Mod Cons FS detailed report_0623.pdf
Mod Cons detailed report_0623.pdf
Long term benchmark performance_0623.pdf
High Growth Mgd detailed report_0623.pdf
High Growth detailed report_0623.pdf
Growth Portfolio MS factsheet_0623.pdf
Growth Portfolio FS factsheet_0623.pdf
Growth MS detailed report_0623.pdf
Growth Mgd detailed report_0623.pdf
Growth FS detailed report_0623.pdf
Growth detailed report_0623.pdf
  • Version
  • File Size 8.98 MB
  • File Count 29
  • Create Date 9 June 2023
  • Last Updated 10 June 2023