Downloads

This section contains files for Aequitas clients. The files are stored as packages of related files. Click the download button to get the whole package as a zip archive. Alternatively, click on the title of each package to select the individual files from each package.

Portfolio files

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.

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SMA portfolio communications 500.97 KB

These are email templates that Aequitas produces monthly for advisers to send to...
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Portfolio files 554.78 KB

These are the portfolio files for the current Aequitas portfolios. AIP Portfolios.xlsx...

    Reports

    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.

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    Portfolio reports May 2022 3.93 MB

    Attached are the portfolio reports for May 2022. ...
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    Portfolio reports April 2022 3.92 MB

    This package contains the performance reports for April 2022. ...
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    Portfolio reports March 2022 3.94 MB

    Attached are the portfolio reports for the period ending 31 March 2022. ...
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    Portfolio reports February 2022 3.84 MB

    Attached are the portfolio reports for the Aequitas model portfolios and SMAs for...
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    Portfolio reports January 2022 8.72 MB

    Attached are the portfolio reports for the Aequitas model portfolios and SMAs for...
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    Portfolio reports December 2021 3.91 MB

    Attached are the portfolio reports for the Aequitas model portfolios and SMAs for...
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    Portfolio reports November 2021 3.51 MB

    Attached are the interim reports for the portfolios for November 2021. ...
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    Portfolio reports October 2021 3.89 MB

    These are the portfolio reports for the model portfolios and SMAs for October 2021....
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    Portfolio reports Sept 2021 9.45 MB

    These are the reports for the period ending September 2021. Reports containing "FS"...
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    Portfolio reports August 2021 2.78 MB

    These are the portfolio reports for August 2021. ...

    Other files

    This section contains our other files, including policy statements and "how to" guides.

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    Australian equities process 1.88 MB

    Core Equity Portfolio process summary ...
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    Dynamic asset allocation process 2.00 MB

    Dynamic and strategic asset allocation process summary ...
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    Investment strategy summary 2.92 MB

    Summary of evidence for current portfolio positioning ...
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    Target market determinations 456.03 KB

    Our separately managed accounts are issued and distributed by the platform providers...
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    JPMorgan Global Macro Opportunities Fund 1.55 MB

    This is a supporting note outlining the rationale for adding the JPMorgan Global...
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    Investment philosophy and process 437.17 KB

    This document details our investment philosophy and process. ...
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    Risk and return objectives 139.52 KB

    This paper describes our portfolio risk and return objectives and outlines how they...
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    ESG investing policy 140.18 KB

    Aequitas uses an integration approach to environmental, sustainability and governance...
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    Foundations and endowments 419.19 KB

    This is a short paper on investment strategy issues that apply to foundations and...

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