Diversified (superannuation default)
| Investment returns to 31 Mar 2012 | |
|---|---|
| 1 month | 1.67 % |
| 3 months | 7.19 % |
| Financial year to date | 1.75 % |
| 1 year | 0.08 % pa |
| 2 years | 3.96 % pa |
| 3 years | 10.50 % pa |
| 5 years | 2.06 % pa |
| 7 years | 6.09 % pa |
| 10 years | 6.04 % pa |
| Since Inception | 5.76 % pa |
| Asset allocation | ||
|---|---|---|
| Benchmark | Range | |
| Australian shares | 32.00% | 25-45% |
| International shares | 26.00% | 20-40% |
| Private equity | 3.00% | 0-6% |
| Property (growth) | 2.00% | 0-8% |
| Infrastructure | 7.00% | 0-10% |
| Total Growth Assets | 70.00% | |
| Global fixed interest | 13.00% | 0-30% |
| Property (income) | 7.00% | 0-15% |
| Defensive alternatives | 5.00% | 0-10% |
| Cash | 5.00% | 0-25% |
| Total Defensive Assets | 30.00% | |
What is it?
Includes most asset classes that NGS Super uses but has a higher weighting to investments in assets with the potential for medium to long-term growth such as shares, infrastructure and property.
How it works
Investment performance objective
3% above CPI per annum over rolling five year periods.
Investment time frame
Medium to long term, 5 years+. If you would like to earn a moderate to high level of capital growth over the medium to longer term.
Risk profile
Medium to high risk. Expected frequency of negative return over 20 year period - 5 in 20 years.
Foreign currency - 10%
Range: 0-25%
Date introduced
November 2001
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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