Moderate growth

What is it?

The Moderate Growth option is the default investment option for the NGS Income Account account and Transition to retirement account. From 1 July 2017 the Diversified (MySuper) investment option will become the default option for the Transition to retirement account. The Moderate Growth investment option will no longer be available for Transition to retirement accounts and will only be available for Income accounts.

This option includes most of the asset 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, and assets that provide greater levels of liquidity to meet the income needs during retirement.

Accumulation Account Investments
Transition to Retirement Investments
Income Account Investments

Summary

INVESTMENT PERFORMANCE OBJECTIVE

The objective is to achieve a net return of 3% above inflation per annum over rolling five year periods.

INVESTMENT TIME FRAME

Medium term, 10 years +. This option may be right for you if you seek to achieve attractive long term returns, whilst accepting a reasonable level of volatility in returns. This option has a lower allocation to growth assets versus the diversified option and corresponding lower expected volatility and returns.

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

 


Expected frequency of negative return over 20 year period – 3 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

January 2010

Investment returns are shown net of fees. 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 3% above inflation per annum over rolling five year periods.

INVESTMENT TIME FRAME

Medium term, 10 years +. This option may be right for you if you seek to achieve attractive long term returns, whilst accepting a reasonable level of volatility in returns. This option has a lower allocation to growth assets versus the diversified option and corresponding lower expected volatility and returns.

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

 


Expected frequency of negative return over 20 year period – 3 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

January 2010

Investment returns are shown net of fees. 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 3% above inflation per annum over rolling five year periods.

INVESTMENT TIME FRAME

Medium term, 10 years +. This option may be right for you if you seek to achieve attractive long term returns, whilst accepting a reasonable level of volatility in returns. This option has a lower allocation to growth assets versus the diversified option and corresponding lower expected volatility and returns.

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

 


Expected frequency of negative return over 20 year period – 3 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

January 2010

Investment returns are shown net of fees. 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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