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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    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 2023 8.98 MB

    These are the model portfolio and SMA reports for the month ending May 2023. ...
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    Portfolio reports April 2023 8.98 MB

    These are the portfolio reports for April 2023. ...
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    Portfolio reports March 2023 10.50 MB

    These are the monthly reports for the Aequitas portfolios for March 2023 and the...
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    Portfolio reports February 2023 8.98 MB

    These are the portfolio reports for the Aequitas model portfolios for the month ending...
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    Portfolio reports January 2023 9.30 MB

    Here are the portfolio reports for the Aequitas portfolios and SMAs for January 2023. ...
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    Portfolio reports December 2022 10.45 MB

    These are the reports for the Aequitas portfolios for December 2022. ...

    Other files

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

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