Green Shares
What is it?
If you’re concerned about the state of our world, this could be a super idea. You invest predominantly in assets listed on Australian and major international stock exchanges, with companies that exercise social and/or environment responsibility.
Historical financial performance
| Investment return to 31 December 2011 | |
|---|---|
| 1 month | -0.95% |
| 3 months | 1.14% |
| Financial year to date | -8.72% |
| 1 year | -8.94% pa |
| 3 years | 3.61% pa |
| 5 years | -2.97% pa |
| 7 years | 2.41% pa |
| 10 years | 2.64% 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 | 60% | 50-70% |
| International Shares | 40% | 30-50% |
| Total Growth Assets | 100% | 85-100% |
| Cash | 0% | 0-15% |
| Total Defensive Assets | 0% | 0-15% |
| Foreign Currency | 40% | 30-50% |
How it works
Investment performance objective
Target = CPI + 4%
To achieve a return of 4% above inflation per annum over rolling 7 year periods.
Investment time frame
Long term, 7 years+. If you’re looking for capital growth over the longer term, this could be your choice.
Risk profile
Medium to high risk. Likelihood of a negative return in any year is approximately 1 in 3.
Date introduced
November 2001.
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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