Shares Plus
What is it?
This is an investment predominantly in companies listed on Australian and major international stock exchanges, but with small exposures to other assets. Together these can offer potentially higher levels of return, but variability in returns as well.
Historical financial performance
| Investment return to 31 December 2011 | |
|---|---|
| 1 month | -1.30% |
| 3 months | 0.69% |
| Financial year to date | -8.86% |
| 1 year | -8.32% pa |
| 3 years | 8.24% pa |
| 5 years | -0.72% pa |
| 7 years | 4.20% pa |
| 10 years | 4.62% 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 | 55% | 45-65% |
| International Shares | 40% | 30-50% |
| Private Equity | 5% | 0-10% |
| Total Growth Assets | 100% | 85-100% |
| Cash | 0% | 0-15% |
| Total Defensive Assets | 0% | 0-15% |
| Foreign Currency | 15% | 0-38% |
How it works
Investment performance objective
Target = CPI + 4.5%
To achieve a return of 4.5% above inflation per annum over rolling 7 year periods.
Investment time frame
Long term, 7 years+. If you are seeking capital growth over the longer term and are willing to accept fluctuations in share markets and currencies, think about this option.
Risk profile
Medium to high risk. Likelihood of a negative return in any year is approximately 1 in 4.
Date introduced
February 2000
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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