The NGS Australian Shares investment option mainly invests in companies listed on the Australian Securities Exchange.

It may suit you if you want to maximise long-term investment returns through diversified investment in Australian companies and are comfortable with high volatility in returns. This option should be invested in as part of a diversified combination with our other sector-specific options.

Accumulation account
Income account

Unit prices

Summary

INVESTMENT PERFORMANCE OBJECTIVE*

Outperform S&P/ASX 300 Accum Index (adj. for franking credits, net of implied superannuation tax) over the medium to long term.

MINIMUM INVESTMENT TIMEFRAME

At least 10 years.

RISK LABEL

Very high.

EXPECTED FREQUENCY OF NEGATIVE RETURN OVER 20-YEAR PERIOD

Approximately 7.2 years in 20.

For information about how we calculate the standard risk measure (SRM) of each investment option, please see section 2 of our Investment guide.

* 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.

Unit price performance

Investment returns (returns as at 30 September 2021)

Asset allocation at 5 October 2021

Annual returns

Portfolio holdings disclosure

A list of investments held within this investment option can be found here.

Key points to note:

  • Information is updated twice a year — at 30 June and 31 December.
  • Investments are shown within each asset class.
  • Any derivatives within the asset class are grouped together into one line item. The same applies to any cash held within the asset class.

Unit prices

Summary

INVESTMENT PERFORMANCE OBJECTIVE*

Outperform S&P/ASX 300 Accum Index (adj. for franking credits, net of implied superannuation tax) over the medium to long term.

MINIMUM INVESTMENT TIMEFRAME

At least 10 years.

RISK LABEL

Very high.

EXPECTED FREQUENCY OF NEGATIVE RETURN OVER 20-YEAR PERIOD

Approximately 7.2 years in 20.

For information about how we calculate the standard risk measure (SRM) of each investment option, please see section 2 of our Investment guide.

* 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.

Unit price performance

Investment returns (returns as at 30 September 2021)

Asset allocation at 5 October 2021

Annual returns

Portfolio holdings disclosure

A list of investments held within this investment option can be found here.

Key points to note:

  • Information is updated twice a year — at 30 June and 31 December.
  • Investments are shown within each asset class.
  • Any derivatives within the asset class are grouped together into one line item. The same applies to any cash held within the asset class.

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