Page 29 - Renshaw, M&T - review report - Febr21
P. 29

0068231D201
                                                                 0068231D201
 Review report - Mr Matthew Douglas                      Summit Personal Super
 Review report - Mr Matthew Douglas
                                                         Summit Personal Super
                                                      Matthew Douglas Renshaw
 Renshaw                                              Matthew Douglas Renshaw
 Renshaw
                                              1 January 2020 to 31 December 2020
                                              1 January 2020 to 31 December 2020
 Income generated from your holdings in managed portfoli
 Income generated from your holdings in managed portfoli
 os
 os
 os
 Income generated from your holdings in managed portfoli
 Income generated from your holdings in managed portfoli
 Income generated from your holdings in managed portfoli
 Income generated from your holdings in managed portfoli os
 Income generated from your holdings in managed portfoli
 Income generated from your holdings in managed portfoliosososos
 Income generated by a Managed Portfolio is managed by the Investment Manager of the portfolio you have selected. The Investment Manager may elect to pay the income into your cash account or to buy additional
 he Investment Manager of the portfolio you have selecte
                                           nto your cash account or to buy additional
  d. The Investment Manager may elect to pay the income i
 Income generated by a Managed Portfolio is managed by t
 shareholding or managed fund units. If the income is reinvested it will be reflected in the value of the relevant Managed Portfolio. If the income is paid to your cash account it will be reflected in the closing balance of your
 shareholding or managed fund units. If the income is re invested it will be reflected in the value of the relev ant Managed Portfolio. If the income is paid to your ca sh account it will be reflected in the closing balance  of your
 account overall.
 account overall.
 All values and units displayed have been rounded to two decimal places.
 All values and units displayed have been rounded to two  decimal places.
 Purchase cost has been proportionally allocated across  all holdings in the account.
 Purchase cost has been proportionally allocated across all holdings in the account.


































                                                                   Page 7 of  9
 Date prepared: 04/02/2021                                         Page 7 of  9
 Date prepared: 04/02/2021
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