What is it?

Predominantly invested in companies listed on major international stock exchanges.

Accumulation Account
Income Account

Risk

Unit Prices

Summary

INVESTMENT PERFORMANCE OBJECTIVE

The objective is to achieve a net return of 1% above MSCI ALL Countries World Index (ACWI) in $A (net dividends) over rolling ten year periods.

INVESTMENT TIME FRAME

Medium, 10+ years. This option may be suitable for you if you seek to maximise long term investment returns through a diversified investment in overseas companies. Returns are likely to be very volatile and it is anticipated that members will invest in this option in combination with other Sector-specific options.

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

 


Expected frequency of negative return over 20 year period –  6 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: March 2003
Income accounts: September 2004

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

Risk

Unit Prices

Summary

INVESTMENT PERFORMANCE OBJECTIVE

The objective is to achieve a net return of 1% above MSCI ALL Countries World Index (ACWI) in $A (net dividends) over rolling ten year periods.

INVESTMENT TIME FRAME

Medium, 10+ years. This option may be suitable for you if you seek to maximise long term investment returns through a diversified investment in overseas companies. Returns are likely to be very volatile and it is anticipated that members will invest in this option in combination with other Sector-specific options.

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

 


Expected frequency of negative return over 20 year period –  6 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: March 2003
Income accounts: September 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
2.95% 4.25% 2.79% 5.78% p.a. 13.85% p.a. 11.25% p.a. 13.82% p.a. 12.76% 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

Investment Returns (returns as at 28 February 2019)

Month Quarter Financial year
to date
1 year 3 years 5 years 7 years 10 years
2.71% 3.80% 2.41% 5.07% p.a. 12.66% p.a. 10.23% p.a. 12.41% p.a. 10.70% 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