Shares Plus
| Investment returns to 30 Apr 2012 | |
|---|---|
| 1 month | -0.28 % |
| 3 months | 5.46 % |
| Financial year to date | -0.94 % |
| 1 year | -4.21 % pa |
| 2 years | 1.26 % pa |
| 3 years | 10.89 % pa |
| 5 years | -0.80 % pa |
| 7 years | 6.04 % pa |
| 10 years | N/A |
| Since Inception | 6.24 % pa |
| Asset allocation | ||
|---|---|---|
| Benchmark | Range | |
| Australian shares | 55.00% | 45-65% |
| International shares | 40.00% | 30-50% |
| Private equity | 5.00% | 0-10% |
| Total Growth Assets | 100.00% | |
What is it?
Invested predominantly in companies listed on Australian and major international stock exchanges, but with small exposures to other assets which offer potentially higher levels of erturn, but potentially higher levels of variability in returns.
How it works
Investment performance objective
4.5% above CPI per annum over rolling seven year periods.
Investment time frame
Long term, 7 years+. If you are seek capital growth over the longer term and are willing to accept the risks associated primarily with fluctuations in share markets.
Risk profile
Medium to high risk. Expected frequency of negative return over 20 year period - 6 in 20 years.
Foreign currency - 15%
Range: 0-38%
Date introduced
September 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