| Investment returns to 31 Mar 2012 | |
|---|---|
| 1 month | 2.07 % |
| 3 months | 8.73 % |
| Financial year to date | 0.71 % |
| 1 year | -1.55 % pa |
| 2 years | 3.24 % pa |
| 3 years | 12.01 % pa |
| 5 years | N/A |
| 7 years | N/A |
| 10 years | N/A |
| Since Inception | 0.86 % pa |
| Asset allocation | ||
|---|---|---|
| Benchmark | Range | |
| Australian shares | 38.00% | 30-50% |
| International shares | 32.00% | 25-45% |
| Private equity | 4.00% | 0-7% |
| Property (growth) | 4.00% | 0-6% |
| Infrastructure | 7.00% | 0-10% |
| Total Growth Assets | 85.00% | |
| Global fixed interest | 6.00% | 0-14% |
| Property (income) | 4.00% | 0-7% |
| Defensive alternatives | 3.00% | 0-10% |
| Cash | 2.00% | 0-20% |
| Total Defensive Assets | 15.00% | |
A diversified investment option with a substantial weighting towards those assets which will potentially produce superior returns over the longer term.
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 long term.
Risk profile
Medium to high risk. Expected frequency of negative return over 20 year period - 6 in 20 years.
Foreign currency - 13%
Range: 0-30%
Date introduced
July 2007
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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