Diversified Bonds
The NGS Diversified Bonds investment option invests in cash and fixed interest, including securities issued by both Australian and international governments and corporations.
It may suit you if you're looking for moderate returns over short to medium time periods and lower volatility than what you'd typically be exposed to in equity options.
Unit prices
Summary
INVESTMENT PERFORMANCE OBJECTIVE*
To outperform a weighted index of 50% Australian - Bloomberg AusBond Composite Bond 0+YR and 50% International - Bloomberg Barclays Global Aggregate Index (hedged to AUD) over the medium to long term.*
* Adjusted for implied superannuation tax and/or franking credits, where applicable.
MINIMUM INVESTMENT TIMEFRAME
At least 5 years.
RISK LABEL
Medium.
EXPECTED FREQUENCY OF NEGATIVE RETURN OVER 20-YEAR PERIOD
Approximately 2.2 years in 20.
For information about how we calculate the standard risk measure (SRM) of each investment option, please see section 2 of our Investment guide.
* The trustee is required by law to set this objective. It is neither a forecast nor a guarantee of future investment returns. It is anticipated that the CPI objective should be achieved over the long term. However, due to the volatile nature of investment markets and the lack of direct linkage between market returns and inflation, there may be periods when investment returns are not above the objective.
Unit price performance
Investment returns (returns as at 29 February 2024)
Strategic asset allocation at 1 November 2023
Annual returns
Portfolio holdings disclosure
A list of investments held within this investment option can be found here in line with regulatory requirements. Information is updated twice a year — at 30 June and 31 December.
Portfolio holdings derivatives
Unit prices
Summary
INVESTMENT PERFORMANCE OBJECTIVE*
To outperform a weighted index of 50% Australian - Bloomberg AusBond Composite Bond 0+YR and 50% International - Bloomberg Barclays Global Aggregate Index (hedged to AUD) over the medium to long term.*
* Adjusted for implied superannuation tax and/or franking credits, where applicable.
MINIMUM INVESTMENT TIMEFRAME
At least 5 years.
RISK LABEL
Medium.
EXPECTED FREQUENCY OF NEGATIVE RETURN OVER 20-YEAR PERIOD
Approximately 2.2 years in 20.
For information about how we calculate the standard risk measure (SRM) of each investment option, please see section 2 of our Investment guide.
* The trustee is required by law to set this objective. It is neither a forecast nor a guarantee of future investment returns. It is anticipated that the CPI objective should be achieved over the long term. However, due to the volatile nature of investment markets and the lack of direct linkage between market returns and inflation, there may be periods when investment returns are not above the objective.
Unit price performance
Investment returns (returns as at 29 February 2024)
Strategic asset allocation at 1 November 2023
Annual returns
Portfolio holdings disclosure
A list of investments held within this investment option can be found here in line with regulatory requirements. Information is updated twice a year — at 30 June and 31 December.
