What is it?

Predominantly invested in companies listed on the Australian Stock Exchange.

Accumulation Account
Income Account

Risk

Unit Prices

Summary

INVESTMENT PERFORMANCE OBJECTIVE

The objective is to achieve a net return of 1% above ASX300 Accumulation Index over rolling ten year periods.

INVESTMENT TIME FRAME

Medium, 10+ years. This option may be suitable for you if you seek to maximise long term investment returns through a diversified investment in Australian companies whilst accepting high volatility in returns. It is anticipated that members will invest in this option in combination with other Sector-specific options.

RISK PROFILE
Risk over each time horizon
5 years 10 years 20 years
Very high Medium Low to medium

 


Expected frequency of negative return over 20 year period – 6 in 20 years.

For information regarding NGS Super’s methodology for calculating the Standard Risk Measure (SRM) of each investment option, please refer to page 27 of our Investment Guide.

DATE INTRODUCED

Accumulation accounts: February 2003
Income accounts: September 2004

Investment returns above are shown net of tax and investment expense. Past performance is not a reliable indicator of future performance.

Investment Returns (returns as at 28 February 2019)

Month Quarter Financial year
to date
1 year 3 years 5 years 7 years 10 years
5.04% 7.49% 1.59% 5.86% p.a. 11.49% p.a. 6.95% p.a. 8.80% p.a. 11.66% p.a.

Asset Allocation at 24 September 2018

* The Strategic Asset Allocation (SAA) is indicative of the expected asset allocation during stable market environments.

† The Dynamic Asset Allocation (DAA) range is used to respond to changes in the investing environment.

Annual Returns

annual-returns.png

Risk

Unit Prices

Summary

INVESTMENT PERFORMANCE OBJECTIVE

The objective is to achieve a net return of 1% above ASX300 Accumulation Index over rolling ten year periods.

INVESTMENT TIME FRAME

Medium, 10+ years. This option may be suitable for you if you seek to maximise long term investment returns through a diversified investment in Australian companies whilst accepting high volatility in returns. It is anticipated that members will invest in this option in combination with other Sector-specific options.

RISK PROFILE
Risk over each time horizon
5 years 10 years 20 years
Very high Medium Low to medium

 


Expected frequency of negative return over 20 year period – 6 in 20 years.

For information regarding NGS Super’s methodology for calculating the Standard Risk Measure (SRM) of each investment option, please refer to page 27 of our Investment Guide.

DATE INTRODUCED

Accumulation accounts: February 2003
Income accounts: September 2004

Investment returns above are shown net of tax and investment expense. Past performance is not a reliable indicator of future performance.

8.21% p.a.

Investment Returns (returns as at 28 February 2019)

Month Quarter Financial year
to date
1 year 3 years 5 years 7 years 10 years
4.59% 7.42% 1.48% 6.56% p.a. 11.84% p.a. 7.06% p.a. 9.29% p.a. 11.94% p.a.

Asset Allocation at 24 September 2018

* The Strategic Asset Allocation (SAA) is indicative of the expected asset allocation during stable market environments.

† The Dynamic Asset Allocation (DAA) range is used to respond to changes in the investing environment.

Annual Returns

annual-returns.png