Property

What is it?

Predominantly invested in Australian property but with some international exposure. The listed property investments (which can be bought and sold on the share market) can be subject to equity-like returns and risk. The direct property funds are primarily focused on high quality property assets in the retail and industrial sectors, and will have a low correlation to share market returns.

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 CPI per annum over rolling five year periods

INVESTMENT TIME FRAME

Medium term, 10+ years. This option may be suitable for you if you seek to achieve attractive long term investment returns above inflation, whilst accepting some short term volatility. This option is likely to have higher than bonds, lower than equity volatility.

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

 


Expected frequency of negative return over 20 year period –  approximately 4 years 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: September 2002
Income accounts: December 2002

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 3% above CPI per annum over rolling five year periods

INVESTMENT TIME FRAME

Medium term, 10+ years. This option may be suitable for you if you seek to achieve attractive long term investment returns above inflation, whilst accepting some short term volatility. This option is likely to have higher than bonds, lower than equity volatility.

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

 


Expected frequency of negative return over 20 year period –  approximately 4 years 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: September 2002
Income accounts: December 2002

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 3% above CPI per annum over rolling five year periods

INVESTMENT TIME FRAME

Medium term, 10+ years. This option may be suitable for you if you seek to achieve attractive long term investment returns above inflation, whilst accepting some short term volatility. This option is likely to have higher than bonds, lower than equity volatility.

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

 


Expected frequency of negative return over 20 year period –  approximately 4 years 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: September 2002
Income accounts: December 2002

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