Diversified Bonds

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

Short term, 3+ years. This option may be suitable for you if you are  looking to achieve reasonable returns over short to medium time periods and with lower volatility than is typical of equity options. This is suitable if you have low risk tolerances or are seeking higher than cash returns and lower than equity volatility.

RISK PROFILE
Risk over each time horizon
5 years 10 years 20 years
Accumulation account Very Low Low to Medium Low
Income account Very Low Low to Medium  Medium

 


Expected frequency of negative return over 20 year period – approximately 1 year in 20.

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: October 1999
Income accounts: May 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 2% above CPI per annum over rolling three year periods.

INVESTMENT TIME FRAME

Short term, 3+ years. This option may be suitable for you if you are  looking to achieve reasonable returns over short to medium time periods and with lower volatility than is typical of equity options. This is suitable if you have low risk tolerances or are seeking higher than cash returns and lower than equity volatility.

RISK PROFILE
Risk over each time horizon
5 years 10 years 20 years
Accumulation account Very Low Low to Medium Low
Income account Very Low Low to Medium  Medium

 


Expected frequency of negative return over 20 year period – approximately 1 year in 20.

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: October 1999
Income accounts: May 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 2% above CPI per annum over rolling three year periods.

INVESTMENT TIME FRAME

Short term, 3+ years. This option may be suitable for you if you are  looking to achieve reasonable returns over short to medium time periods and with lower volatility than is typical of equity options. This is suitable if you have low risk tolerances or are seeking higher than cash returns and lower than equity volatility.

RISK PROFILE
Risk over each time horizon
5 years 10 years 20 years
Accumulation account Very Low Low to Medium Low
Income account Very Low Low to Medium  Medium

 


Expected frequency of negative return over 20 year period – approximately 1 year in 20.

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: October 1999
Income accounts: May 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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