Diversified (MySuper)

What is it?

If you don’t tell us about your investment choice, this is where your money goes in the Accumulation account. It includes most of the assets classes that NGS Super uses but has a higher weighting to investments in assets with the potential for medium to long-term growth such as shares, infrastructure and property.

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

Accumulation Account Investments Switch here to see Income Account Investments
Income Account Investments Switch here to see Accumulation Account Investments

Summary

RETURN

10 year average return of  5.65% as at 30 June 2016.

RETURN TARGET*

The objective is to achieve a net return of 3% above CPI per annum over rolling ten year periods (after fees and taxes).

INVESTMENT TIME FRAME

Medium, 10+ years. This option may be suitable if you seek to achieve attractive long-term returns, whilst accepting a reasonable level of volatility in returns. This option is suitable for members with a medium to long term investment horizon and reasonable risk tolerance.

LEVEL OF INVESTMENT RISK
Risk over each time horizon
5 years 10 years 20 years
Medium to high Medium Low

 


Expected frequency of a negative return over a 20 year period – 3 in 20 years. The higher the expected return target, the more often you would expect a year of negative returns.

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.

STATEMENT OF FEES AND OTHER COSTS

For every $50,000 you have in the Fund, you will be charged $440 each year plus the $65 administration fee, which does not change regardless of your balance.

DATE INTRODUCED

October 1999

Investment returns are shown net of tax and investment expense. Past performance is not a reliable indicator of future performance.

 


*The Trustee is required by law to set this objective. It is neither a forecast nor a guarantee of future investment returns. It is anticipated that the CPI objective should be achieved over the long term. However, due to the volatile nature of investment markets and the lack of direct linkage between market returns and inflation, there may be periods when investment returns are not above the objective.


      Weekly returns from initial 
    

Unit Prices

Effective date Unit price
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Annual Returns

Summary

RETURN

10 year average return of  5.65% as at 30 June 2016.

RETURN TARGET*

The objective is to achieve a net return of 3% above CPI per annum over rolling ten year periods (after fees and taxes).

INVESTMENT TIME FRAME

Medium, 10+ years. This option may be suitable if you seek to achieve attractive long-term returns, whilst accepting a reasonable level of volatility in returns. This option is suitable for members with a medium to long term investment horizon and reasonable risk tolerance.

LEVEL OF INVESTMENT RISK
Risk over each time horizon
5 years 10 years 20 years
Medium to high Medium Low

 


Expected frequency of a negative return over a 20 year period – 3 in 20 years. The higher the expected return target, the more often you would expect a year of negative returns.

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.

STATEMENT OF FEES AND OTHER COSTS

For every $50,000 you have in the Fund, you will be charged $440 each year plus the $65 administration fee, which does not change regardless of your balance.

DATE INTRODUCED

October 1999

Investment returns are shown net of tax and investment expense. Past performance is not a reliable indicator of future performance.

 


*The Trustee is required by law to set this objective. It is neither a forecast nor a guarantee of future investment returns. It is anticipated that the CPI objective should be achieved over the long term. However, due to the volatile nature of investment markets and the lack of direct linkage between market returns and inflation, there may be periods when investment returns are not above the objective.


      Weekly returns from initial 
    

Unit Prices

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

Annual Returns

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