What is it?

An investment in cash and fixed interest investments, which include securities issued by both Australian and International governments and corporations.

Accumulation Account
Income Account

Risk

Unit Prices

Summary

INVESTMENT PERFORMANCE OBJECTIVE

The objective is to achieve a net return of 1% above CPI per annum over rolling three year periods.

INVESTMENT TIME FRAME

Short term, 3+ years. This option may be suitable for you if you are  looking to achieve reasonable returns over short to medium time periods and with lower volatility than is typical of equity options. This is suitable if you have low risk tolerances or are seeking higher than cash returns and lower than equity volatility.

RISK PROFILE
Risk over each time horizon
  5 years 10 years 20 years
Accumulation & TTR Accounts Very low Low to medium Medium to high
Income Accounts Very low Low Low to medium

 


Expected frequency of negative return over 20 year period – approximately 1 year in 20.

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: October 1999
Income accounts: May 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
0.46% 1.51% 2.24% 2.74% p.a. 2.68% p.a. 2.86% p.a. 3.43% p.a. 4.00% 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 CPI per annum over rolling three year periods.

INVESTMENT TIME FRAME

Short term, 3+ years. This option may be suitable for you if you are  looking to achieve reasonable returns over short to medium time periods and with lower volatility than is typical of equity options. This is suitable if you have low risk tolerances or are seeking higher than cash returns and lower than equity volatility.

RISK PROFILE
Risk over each time horizon
  5 years 10 years 20 years
Accumulation & TTR Accounts Very low Low to medium Medium to high
Income Accounts Very low Low Low to medium

 


Expected frequency of negative return over 20 year period – approximately 1 year in 20.

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: October 1999
Income accounts: May 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
0.52% 1.77% 2.62% 3.21% p.a. 3.14% p.a. 3.34% p.a. 4.06% p.a. 4.57% 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