Defensive
| Investment returns to 31 Mar 2012 | |
|---|---|
| 1 month | 1.15 % |
| 3 months | 3.90 % |
| Financial year to date | 4.26 % |
| 1 year | 4.76 % pa |
| 2 years | 5.86 % pa |
| 3 years | 9.66 % pa |
| 5 years | 3.94 % pa |
| 7 years | 6.30 % pa |
| 10 years | 5.82 % pa |
| Since Inception | 5.63 % pa |
| Asset allocation | ||
|---|---|---|
| Benchmark | Range | |
| Australian shares | 15.00% | 5-20% |
| International shares | 10.00% | 5-15% |
| Property (growth) | 2.00% | 0-5% |
| Infrastructure | 5.00% | 0-8% |
| Total Growth Assets | 32.00% | |
| Global fixed interest | 35.00% | 28-60% |
| Property (income) | 8.00% | 0-10% |
| Defensive alternatives | 5.00% | 0-10% |
| Cash | 20.00% | 10-30% |
| Total Defensive Assets | 68.00% | |
What is it?
A relatively conservative investment option with a higher weighting towards assets such as cash, fixed interest, defensive alternative funds and direct property. There is a smaller weighting to assets such as shares and infrastructure which provides the prospect for some capital growth.
How it works
Investment performance objective
1% above CPI per annum over rolling three year periods.
Investment time frame
Medium to long term, 3 years+. If you seek to earn some capital growth over the short to medium term while maintaining a low to medium probability of a negative return in any one year.
Risk profile
Low to medium risk. Expected frequency of negative return over 20 year period - 3 in 20 years.
Foreign currency - 3%
Range: 0-8%
Date introduced
November 2001
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