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
July 2017 Download Download
August 2017 Download Download
September 2017 Download Download

2016 performance summaries

Year Accumulation account performance Income account performance
2016 Download Download

2015 performance summaries

Year Accumulation account performance Income account performance
2015 Download Download

2014 performance summaries

Year Accumulation account performance Income account performance
2014 Download Download

2013 performance summaries

Year Accumulation account performance Income account performance
2013 Download Download

2012 performance summaries

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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