Portfolio Reports November 2023

Portfolio Reports November 2023

These are the portfolio reports for the Aequitas portfolio for November 2023.

Attached Files

File
Aequitas combined portfolio and benchmark performance_1223.pdf
Aequitas combined portfolio performance_1223.pdf
Balanced FS detailed report_1223.pdf
Balanced MS detailed report_1223.pdf
Balanced Mgd detailed report_1223.pdf
Balanced Portfolio FS factsheet_1223.pdf
Balanced Portfolio MS factsheet_1223.pdf
Balanced detailed report_1223.pdf
Concentrated Portfolio detailed report_1223.pdf
Conservative Mgd detailed report_1223.pdf
Conservative detailed report_1223.pdf
Core Equity Portfolio FS detailed report_1223.pdf
Core Equity Portfolio FS factsheet_1223.pdf
Core Equity Portfolio MS detailed report_1223.pdf
Core Equity Portfolio MS factsheet_1223.pdf
Core Equity Portfolio detailed report_1223.pdf
Growth FS detailed report_1223.pdf
Growth MS detailed report_1223.pdf
Growth Mgd detailed report_1223.pdf
Growth Portfolio FS factsheet_1223.pdf
Growth Portfolio MS factsheet_1223.pdf
Growth detailed report_1223.pdf
High Growth MS detailed report_1223.pdf
High Growth Mgd detailed report_1223.pdf
High Growth detailed report_1223.pdf
Long term benchmark performance_1223.pdf
Mod Cons FS detailed report_1223.pdf
Mod Cons Mgd detailed report_1223.pdf
Mod Cons Portfolio FS factsheet_1223.pdf
Mod Cons detailed report_1223.pdf
Moderate MS detailed report_1223.pdf
  • Version
  • File Size 9.47 MB
  • File Count 31
  • Create Date 11 December 2023
  • Last Updated 12 December 2023