Investment Performance Summary

What is it?

The NGS performance summaries show the net return after investment fees, tax and the asset-based fee.

We recommend that you seek financial advice before making any changes to your investment strategy. In particular we recommend that you seek independent financial advice before making any short-term changes to your long-term investment strategy. Investment returns are not guaranteed as all investments carry some risk.

Past performance is not a reliable indicator of future performance.

Previous performance by financial year

Latest monthly performance summaries

Month / Year Accumulation account
performance summary
Income account
performance summary
March 2018 Download Download
April 2018 Download Download
May 2018 Download Download

30 June 2017 performance summary

Year Accumulation account performance Income account performance
2017 Download Download

30 June 2016 performance summary

Year Accumulation account performance Income account performance
2016 Download Download

 

30 June 2015 performance summary

Year Accumulation account performance Income account performance
2015 Download Download

 

30 June 2014 performance summary

Year Accumulation account performance Income account performance
2014 Download Download

30 June 2013 performance summary

Year Accumulation account performance Income account performance
2013 Download Download

30 June 2012 performance summary

Year Accumulation account performance Income account performance
2012 Download Download

Important notice

We recommend that you seek financial advice before making any changes to your investment strategy. In particular we recommend that you seek independent financial advice before making any short-term changes to your long-term investment strategy. Investment returns are not guaranteed as all investments carry some risk. Past performance is not a reliable indicator of future performance.

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