Shares Plus

What is it?

Invested predominantly in companies listed on Australian and major international stock exchanges, but with small exposures to other assets which offer potentially higher levels of return but potentially high levels of variability in returns.

Accumulation Account Investments
Transition to Retirement Investments
Income Account Investments

Summary

INVESTMENT PERFORMANCE OBJECTIVE

The objective is to achieve a net return of 4.5% above CPI per annum over rolling  ten year periods.

INVESTMENT TIME FRAME

Medium, 10+ years. This option may be suitable for you if you seek to grow your super over the long term through exposure purely to equities. Returns are likely to be very volatile.

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

 


Expected frequency of negative return over 20 year period – 6 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: October 1999
Income accounts: September 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 4.5% above CPI per annum over rolling  ten year periods.

INVESTMENT TIME FRAME

Medium, 10+ years. This option may be suitable for you if you seek to grow your super over the long term through exposure purely to equities. Returns are likely to be very volatile.

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

 


Expected frequency of negative return over 20 year period – 6 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: October 1999
Income accounts: September 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 4.5% above CPI per annum over rolling  ten year periods.

INVESTMENT TIME FRAME

Medium, 10+ years. This option may be suitable for you if you seek to grow your super over the long term through exposure purely to equities. Returns are likely to be very volatile.

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

 


Expected frequency of negative return over 20 year period – 6 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: October 1999
Income accounts: September 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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