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 27 of our Investment Guide.

DATE INTRODUCED

Accumulation accounts: July 2007
Income accounts: August 2007

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
2.64% 3.92% 2.68% 6.29% p.a. 10.65% p.a. 8.07% p.a. 9.62% p.a. 10.1% 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

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 27 of our Investment Guide.

DATE INTRODUCED

Accumulation accounts: July 2007
Income accounts: August 2007

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
2.64% 4.04% 2.85% 6.88% p.a. 11.45% p.a. 8.74% p.a. 10.54% p.a. 11.05% 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