What is it?

Predominantly invested in companies listed on the Australian Stock Exchange.

Accumulation Account
Income Account

Risk

Unit Prices

Summary

INVESTMENT PERFORMANCE OBJECTIVE

The objective is to achieve a net return of 1% per annum above ASX300 Accumulation Index over rolling ten year periods.

INVESTMENT TIME FRAME

Medium, 10+ years. This option may be suitable for you if you seek to maximise long term investment returns through a diversified investment in Australian companies whilst accepting high volatility in returns. It is anticipated that members will invest in this option in combination with other Sector-specific options.

RISK PROFILE
Risk over each time horizon
5 years 10 years 20 years
Very high Medium Low to medium

 


Expected frequency of negative return over 20 year period – 6.5 years 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 28 of our Investment Guide.

DATE INTRODUCED

Accumulation accounts: February 2003
Income accounts: September 2004

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

Weekly Performance

Investment Returns (returns as at 29 February 2020)

Asset Allocation at 1 April 2020

Annual Returns

Risk

Unit Prices

Summary

INVESTMENT PERFORMANCE OBJECTIVE

The objective is to achieve a net return of 1% per annum above ASX300 Accumulation Index over rolling ten year periods.

INVESTMENT TIME FRAME

Medium, 10+ years. This option may be suitable for you if you seek to maximise long term investment returns through a diversified investment in Australian companies whilst accepting high volatility in returns. It is anticipated that members will invest in this option in combination with other Sector-specific options.

RISK PROFILE
Risk over each time horizon
5 years 10 years 20 years
Very high Medium Low to medium

 


Expected frequency of negative return over 20 year period – 6.5 years 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 28 of our Investment Guide.

DATE INTRODUCED

Accumulation accounts: February 2003
Income accounts: September 2004

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

Weekly Performance

Investment Returns (returns as at 29 February 2020)

Asset Allocation at 1 April 2020

Annual Returns

Back to Top