Diversified (superannuation default)
What is it?
If you don’t tell us about your investment choice, this is where your money goes. It includes allocations to the full range of investments that we use, but has a higher weighting towards assets with the potential for medium to long term growth such as shares, infrastructure and property.
Historical financial performance
| Investment return to 31 December 2011 | |
|---|---|
| 1 month | -0.50% |
| 3 months | 1.26% |
| Financial year to date | -4.44% |
| 1 year | -3.08% pa |
| 3 years | 6.03% pa |
| 5 years | 1.52% pa |
| 7 years | 4.91% pa |
| 10 years | 5.27% pa |
The above table shows the net return after investment fees, tax and the asset-based fee.
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| Asset allocation | ||
|---|---|---|
| Benchmark | Range | |
| Australian Shares | 32% | 25-45% |
| International Shares | 26% | 20-40% |
| Private Equity | 3% | 0-6% |
| Property (Growth) | 2% | 0-8% |
| Growth Alternatives | 0% | 0-10% |
| Infrastructure | 7% | 0-10% |
| Total Growth Assets | 70% | 55-85% |
| Australian Fixed Interest | 8% | 0-20% |
| Global Fixed Interest | 5% | 0-20% |
| Property (Income) | 7% | 0-15% |
| Defensive Alternatives | 5% | 0-10% |
| Cash | 5% | 0-25% |
| Total Defensive Assets | 30% | 15-45% |
| Foreign Currency | 10% | 0-25% |
How it works
Investment performance objective
Target = CPI + 3%
To achieve a return of 3% above inflation per annum over rolling 5 year periods.
Investment time frame
Medium to long term, 5 years+. If you’re looking for capital growth over the medium to longer term, this could be suitable.
Risk profile
Medium to high risk. Likelihood of a negative return in any year is approximately 1 in 5.
Date introduced
October 1999
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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