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.
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.
Portfolio reports December 2022 10.45 MB
These are the reports for the Aequitas portfolios for December 2022. ...Portfolio reports November 2022 8.78 MB
These are the portfolio reports for the Aequitas portfolios for the month ending...- 1
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Other files
This section contains our other files, including policy statements and "how to" guides.
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