What is it?

Socially Responsible Diversified includes a higher weighting to investments in assets with the potential for medium to long-term growth such as shares, infrastructure and property, than fixed interest and cash. Shares in this option are predominantly invested in sectors and companies that have ranked highly when considering environmental, social and governance factors. This option screens out investments in companies deemed to have a high social impact such as tobacco, pornography and armaments. It also reduces exposure to alcohol, gambling and nuclear power companies.

This option is designed for members seeking medium to long-term growth who are willing to accept short-term fluctuations in returns.

Please note that this option was formerly named "Green Shares" prior to 1 November 2013.

Accumulation Account
Income Account

Risk

Unit Prices

Summary

INVESTMENT PERFORMANCE OBJECTIVE

Includes higher weighting to investments in assets with the potential for medium to long-term growth such as shares, infrastructure and property, than fixed interest and cash. Shares in this option are predominantly invested in sectors and companies that have ranked highly when considering environmental, social and governance factors. This option screens out investments in companies deemed to have a high social impact such as tobacco, pornography and armaments. It also reduces exposure to alcohol, gambling and nuclear power companies.

This option is designed for members seeking medium to long-term growth who are willing to accept short-term fluctuations in returns.

INVESTMENT TIME FRAME

The objective is to achieve a net return of 3% above CPI per annum over rolling ten year periods.

RISK PROFILE
Risk over each time horizon
5 years 10 years 20 years
Medium to high Low to Medium Low

 


Expected frequency of negative return over 20 year period – 3 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

Socially Responsible Diversified – 1 November 2013 (Green Shares option – 1 November 2001)

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

Includes higher weighting to investments in assets with the potential for medium to long-term growth such as shares, infrastructure and property, than fixed interest and cash. Shares in this option are predominantly invested in sectors and companies that have ranked highly when considering environmental, social and governance factors. This option screens out investments in companies deemed to have a high social impact such as tobacco, pornography and armaments. It also reduces exposure to alcohol, gambling and nuclear power companies.

This option is designed for members seeking medium to long-term growth who are willing to accept short-term fluctuations in returns.

INVESTMENT TIME FRAME

The objective is to achieve a net return of 3% above CPI per annum over rolling ten year periods.

RISK PROFILE
Risk over each time horizon
5 years 10 years 20 years
Medium to high Low to Medium Low

 


Expected frequency of negative return over 20 year period – 3 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

Socially Responsible Diversified – 1 November 2013 (Green Shares option – 1 November 2001)

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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