Green Shares
| Investment returns to 31 Mar 2012 | |
|---|---|
| 1 month | 2.60 % |
| 3 months | 9.35 % |
| Financial year to date | -1.75 % |
| 1 year | -4.64 % pa |
| 2 years | -2.12 % pa |
| 3 years | 7.74 % pa |
| 5 years | -3.75 % pa |
| 7 years | 3.01 % pa |
| 10 years | N/A |
| Since Inception | 3.10 % pa |
| Asset allocation | ||
|---|---|---|
| Benchmark | Range | |
| Australian shares | 60.00% | 50-70% |
| International shares | 40.00% | 30-50% |
| Total Growth Assets | 100.00% | |
What is it?
Predominantly invested in assets listed on Australian and major international stock exchanges chosen on the basis of companies which exercise social and/or environmental responsibility.
How it works
Investment performance objective
4% above CPI per annum over rolling seven year periods.
Investment time frame
Long term, 7 years+. If you seek capital growth over the longer term and are willing to accept the risks associated with fluctuations in share markets and currencies.
Risk profile
Medium to high risk. Expected frequency of negative return over 20 year period - 6 in 20 years.
Foreign currency - 40%
Range: 30-50%
Date introduced
December 2004
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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