Property
What is it?
You have investments 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 assets in the retail and industrial sectors and will have a low correlation to share market returns.
Historical financial performance
| Investment return to 31 December 2011 | |
|---|---|
| 1 month | 2.11% |
| 3 months | 5.53% |
| Financial year to date | -1.14% |
| 1 year | 4.93%pa |
| 3 years | 6.22% pa |
| 5 years | 0.09% pa |
| 7 years | 4.31% pa |
| 10 years | N/A |
The above table shows the net return after investment fees, tax and the asset-based fee.
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| Asset allocation | ||
|---|---|---|
| Benchmark | Range | |
| Listed property | 50% | 30-70% |
| Total Growth Assets | 50% | 30-70% |
| Property (Income) | 50% | 30-70% |
| Cash | 0% | 0-10% |
| Total Defensive Assets | 50% | 30-70% |
How it works
Investment performance objective
Target = CPI + 2%
To achieve a return of 2% above inflation per annum over rolling 5 year periods
Investment time frame
Medium to long term, 5 years+. If you are seeking a stable income stream with the potential for capital growth over the longer term, consider this option.
Risk profile
Medium to high risk. Likelihood of a negative return in any year is approximately 1 in 4.
Date introduced
September 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