Conservative
| Investment returns to 31 Mar 2012 | |
|---|---|
| 1 month | 1.40 % |
| 3 months | 5.50 % |
| Financial year to date | 3.30 % |
| 1 year | 2.74 % pa |
| 2 years | 5.22 % pa |
| 3 years | 10.23 % pa |
| 5 years | N/A |
| 7 years | N/A |
| 10 years | N/A |
| Since Inception | 3.10 % pa |
| Asset allocation | ||
|---|---|---|
| Benchmark | Range | |
| Australian shares | 25.00% | 20-40% |
| International shares | 16.00% | 10-30% |
| Private equity | 1.00% | 0-6% |
| Property (growth) | 2.00% | 0-6% |
| Infrastructure | 6.00% | 0-8% |
| Total Growth Assets | 50.00% | |
| Global fixed interest | 23.00% | 16-48% |
| Property (income) | 7.00% | 0-10% |
| Defensive alternatives | 5.00% | 0-10% |
| Cash | 15.00% | 0-30% |
| Total Defensive Assets | 50.00% | |
What is it?
An investment option split evenly between assets which provide the prospect for capital growth and assets which display defensive characteristics.
How it works
Investment performance objective
2% above CPI per annum over rolling three year periods.
Investment time frame
Medium term, 3 years+. If you are seeking an investment options which is balanced in terms of allocations to both growth and defensive types of assets.
Risk profile
Medium risk. Expected frequency of negative return over 20 year period - 4 in 20 years.
Foreign currency - 6%
Range: 0-15%
Date introduced
July 2007
Home |
Contact us |
Unit prices |
Privacy policy |
General advice warning |
Disclaimer |
Sitemap
Forms & Publications
Produced by Spark Green
This website is provided by NGS Super Pty Limited ABN 46 003 491 487 AFSL No 233 154 the Trustee of NGS Super ABN 73 549 180 515