Page 24 - Shing Susan - Review Report - July 2020
P. 24
Portfolio report for Ms. Susan Shing
Net worth
Portfolio summary report
$942,721.15
Assets
Superannuation
Summit Personal Superannuation Plan 0155797-D2-01 $936,284.47
Managed funds
eWrap Investment * 0595039 $6,436.68
Asset allocation as at 27 Jun 2020
International
Asset class % $ Shares Cash
Cash 14.16% $133,473.13
Australian Fixed Interest 31.82% $300,000.00
Australian Shares 51.00% $480,831.90 Australian Australian
Shares Fixed
International Shares 3.01% $28,416.12
Interest
Total 100% $942,721.15
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June 27, 2020 Provided by PAUL ASPROS
