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

Asset Allocation at 24 September 2018

Annual Returns

Investment Returns (returns as at 31 May 2019)

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

Asset Allocation at 24 September 2018

Annual Returns

Investment Returns (returns as at 31 May 2019)

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