Page 34 - 2020 PSK Portfolio - Client Name

Y00559674
Y00559674
Review report - Doctor Martyn Ives North Personal Superannuation
Review report - Doctor Martyn Ives
North Personal Superannuation
Martyn Ives
Martyn Ives
1 April 2019 to 31 March 2020
1 April 2019 to 31 March 2020
Account performance North Personal Superannuation Y00559674
Account performance
North Personal Superannuation Y00559674
This table shows the investment return of your account
This table shows the investment return of your account for specified periods up to 31 March 2020for specified periods up to 31 March 2020
Since 6 months 1 year 3 years 5 years
6 months
Since
5 years
1 year
3 years
Inception
Inception (%) (%) (% p.a.) (% p.a.)
(% p.a.)
(%)
(%)
(% p.a.)
(% p.a.)
(% p.a.)
2.45
Performance gross of fees 4.15 -3.28 -0.73 2.13 2.45
Performance gross of fees
2.13
4.15
-3.28
-0.73
Rates of return spanning periods greater than 12 months
Rates of return spanning periods greater than 12 months are annualised and denoted as '% p.a.' Periods less than 12 months show the rate of return for are annualised and denoted as '% p.a.' Periods less than 12 months show the rate of return for
that period only.
that period only.
A dash (-) denotes that data is unavailable and the cal
A dash (-) denotes that data is unavailable and the calculation cannot be performed.culation cannot be performed.
A */** result occurs when it was not possible to calculate a rate of return.ate a rate of return.
A */** result occurs when it was not possible to calcul

Page 6 of 10
Date prepared: 07/05/2020
Date prepared: 07/05/2020 Page 6 of 10