Page 17 - Shing Susan - Review Report - July 2020
P. 17
0155797D201
0155797D201
Review report - Ms Susan Shing Summit Personal Super
Review report - Ms Susan Shing
Summit Personal Super
Susan Shing
Susan Shing
1 June 2019 to 31 May 2020
1 June 2019 to 31 May 2020
Summit Personal Super 0155797D201
Asset allocation summary
Asset allocation summary Summit Personal Super 0155797D201
Your asset allocation as at 31 May 2020
Your asset allocation as at 31 May 2020
Value ($)
Investment category
Allocation percentage
Investment category Allocation percentage Value ($)
46.07
$427,391.17
Cash 46.07 $427,391.17
Cash
$453,517.33
48.88
Australian Equities 48.88 $453,517.33
Australian Equities
3.52
International Equities
$32,610.09
International Equities 3.52 $32,610.09
1.53
$14,205.10
Property
Property 1.53 $14,205.10
Total
Total $927,723.69
$927,723.69
Note: These figures are calculated based on the percentage of your account invested in each investment category as at 31/05/2020 andage of your account invested in each investment category as at 31/05/2020 and
Note: These figures are calculated based on the percent
include any amounts held in the cash account
include any amounts held in the cash account
Asset allocation values may be shown as negative for a
Asset allocation values may be shown as negative for a number of reasons, including when a fund uses temporary overdrafts to manage cash flows.number of reasons, including when a fund uses temporary overdrafts to manage cash flows.
Please refer to the fund PDS for more information which
Please refer to the fund PDS for more information which can be found on northonline.com.au. can be found on northonline.com.au.
Page 3 of 6
Date prepared: 24/06/2020
Date prepared: 24/06/2020 Page 3 of 6