The portfolio files include the details of the Aequitas portfolios (in Excel format), Xplan model portfolio uploads (in CSV format), our risk and return assumptions (in PDF), and model portfolio commentary.
This section contains our regular reports. We produce reports for our portfolios monthly and produce separate reports for each model portfolio and separately managed account variant.
This section contains our other files, including policy statements and "how to" guides.
Type in the box below to search all categories of files at once. If you still can't find what you are looking for, please contact us.