Property
| Investment returns to 30 Apr 2012 | |
|---|---|
| 1 month | 1.40 % |
| 3 months | 5.25 % |
| Financial year to date | 7.45 % |
| 1 year | 7.67 % pa |
| 2 years | 11.58 % pa |
| 3 years | 11.54 % pa |
| 5 years | 1.05 % pa |
| 7 years | 6.46 % pa |
| 10 years | N/A |
| Since Inception | 8.83 % pa |
| Asset allocation | ||
|---|---|---|
| Benchmark | Range | |
| Listed property | 50.00% | 30-70% |
| Total Growth Assets | 50.00% | |
| Property (income) | 50.00% | 30-70% |
| Total Defensive Assets | 50.00% | |
What is it?
Predominantly invested in Australian property, but with some international exposure. The listed property investments (which can be bought and sold on the share market) can be subject to equity-like returns and risk. The direct property funds are primarily focused on high quality property assets in the retail and industrial sectors and will have a low correlation to share market returns.
How it works
Investment performance objective
2% above CPI per annum over rolling five year periods
Investment time frame
Medium to long term, 5 years+. If you seek an investment with a stable income stream and with the potential for capital growth over the longer term.
Risk profile
Medium to high risk. Expected frequency of negative return over 20 year period - 8 in 20 years.
Date introduced
December 2002
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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