Australian Shares

Accumulation Account Investments
Transition to Retirement Investments
Income Account Investments

Summary

INVESTMENT PERFORMANCE OBJECTIVE

The objective is to achieve a net return of 1% above ASX300 Accumulation Index 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 Australian companies whilst accepting high volatility in returns. 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
Very 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: February 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.


      Weekly returns from initial 
    

Unit Prices

Effective date Unit price
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Annual Returns

Summary

INVESTMENT PERFORMANCE OBJECTIVE

The objective is to achieve a net return of 1% above ASX300 Accumulation Index 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 Australian companies whilst accepting high volatility in returns. 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
Very 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: February 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.


      Weekly returns from initial 
    

Unit Prices

Effective date Unit price
--- ---
--- ---
--- ---
--- ---
--- ---

Annual Returns

Summary

INVESTMENT PERFORMANCE OBJECTIVE

The objective is to achieve a net return of 1% above ASX300 Accumulation Index 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 Australian companies whilst accepting high volatility in returns. 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
Very 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: February 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.


      Weekly returns from initial 
    

Unit Prices

Effective date Unit price
--- ---
--- ---
--- ---
--- ---
--- ---

Annual Returns

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