Page 26 - Lewin, Diana - Review Report - July 2020
P. 26

Y15688039
                                                                                                        Y15688039
                            Review report - Mrs Diana Lewin
                            Review report - Mrs Diana Lewin                                        MyNorth Pension
                                                                                                   MyNorth Pension
                                                                                                       Diana Lewin
                                                                                                       Diana Lewin
                                                                                          1 June 2019 to 31 May 2020
                                                                                          1 June 2019 to 31 May 2020
       Asset allocation summary
       Asset allocation summary                                                        MyNorth Pension Y15688039
                                                                                       MyNorth Pension Y15688039
     Your asset allocation as at 31 May 2020
     Your asset allocation as at 31 May 2020
                                                                                                           Value ($)
                                                                     Allocation percentage
     Investment category                                             Allocation percentage                 Value ($)
     Investment category
     Cash
                                                                                   33.18
                                                                                                         $124,140.11
     Cash                                                                          33.18                 $124,140.11
                                                                                                         $191,007.22
     Australian Equities
     Australian Equities                                                           51.05                 $191,007.22
                                                                                   51.05
     Property                                                                       8.95                  $33,471.19
                                                                                    8.95
                                                                                                          $33,471.19
     Property
                                                                                    6.82
     International Equities
     International Equities                                                         6.82                  $25,529.40
                                                                                                          $25,529.40
     Total
     Total                                                                                              $374,147.92
                                                                                                        $374,147.92




























     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 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.
     Asset allocation values may be shown as negative for a
     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.

























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      Date prepared: 24/06/2020
      Date prepared: 24/06/2020                                                                       Page 3 of  7
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