What is it?

A diversified investment option with a substantial weighting towards those assets which will potentially produce superior returns over the longer term.

Accumulation Account
Income Account

Risk

Unit Prices

Summary

INVESTMENT PERFORMANCE OBJECTIVE

To achieve a return of 4% above inflation per annum over rolling ten year periods.

INVESTMENT TIME FRAME

Medium, 10+ years. This option may be suitable for you if you seek to grow your super and desire a diversified range of assets in your portfolio whilst tolerating a high level of volatility of returns.

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

 


Expected frequency of a negative return over a 20 year period – 4 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 28 of our Investment Guide.

DATE INTRODUCED

Accumulation accounts: July 2007
Income accounts: August 2007

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

Weekly Performance

Investment Returns (returns as at 31 May 2019)

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

To achieve a return of 4% above inflation per annum over rolling ten year periods.

INVESTMENT TIME FRAME

Medium, 10+ years. This option may be suitable for you if you seek to grow your super and desire a diversified range of assets in your portfolio whilst tolerating a high level of volatility of returns.

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

 


Expected frequency of a negative return over a 20 year period – 4 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 28 of our Investment Guide.

DATE INTRODUCED

Accumulation accounts: July 2007
Income accounts: August 2007

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

Weekly Performance

Investment Returns (returns as at 31 May 2019)

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

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