Balanced

What is it?

An investment option split evenly between assets which provide the prospect for capital growth and assets which display defensive characteristics.

Please note that this option was formerly named "Conservative" prior to 1 July 2013.

Accumulation Account Investments
Transition to Retirement Investments
Income Account Investments

Summary

INVESTMENT PERFORMANCE OBJECTIVE

The objective is to achieve a net return of 2% above CPI per annum over rolling three year periods.

INVESTMENT TIME FRAME

Medium term, 7+ years. This option may be right for you if you seek to achieve reasonable long term returns whilst limiting volatility to a moderate level. This is likely to result in lower investment returns than may be achieved in more equity-orientated options and is suitable if you are seeking moderate returns with a low risk tolerance over the medium term.

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

 


Expected frequency of negative return over 20 year period – 2 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: July 2007
Income accounts: August 2007

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 2% above CPI per annum over rolling three year periods.

INVESTMENT TIME FRAME

Medium term, 7+ years. This option may be right for you if you seek to achieve reasonable long term returns whilst limiting volatility to a moderate level. This is likely to result in lower investment returns than may be achieved in more equity-orientated options and is suitable if you are seeking moderate returns with a low risk tolerance over the medium term.

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

 


Expected frequency of negative return over 20 year period – 2 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: July 2007
Income accounts: August 2007

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 2% above CPI per annum over rolling three year periods.

INVESTMENT TIME FRAME

Medium term, 7+ years. This option may be right for you if you seek to achieve reasonable long term returns whilst limiting volatility to a moderate level. This is likely to result in lower investment returns than may be achieved in more equity-orientated options and is suitable if you are seeking moderate returns with a low risk tolerance over the medium term.

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

 


Expected frequency of negative return over 20 year period – 2 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: July 2007
Income accounts: August 2007

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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