Australian Shares: Super Investment Option
The NGS Australian Shares investment option invests mainly in companies listed on the Australian Securities Exchange. This option seeks to maximise long-term returns through a diversified portfolio of Australian equities.
It may suit members aiming for high-growth potential who are comfortable with higher volatility and longer investment horizons. For a balanced strategy, consider combining with other NGS investment options to align with your goals and risk tolerance.
Unit prices
Summary
INVESTMENT PERFORMANCE OBJECTIVE*
Outperform S&P/ASX 300 Total Return Index over the medium to long term.*
* Adjusted for implied superannuation tax and/or franking credits, where applicable.
MINIMUM INVESTMENT TIMEFRAME
At least 12 years.
RISK BAND AND LABEL
7, Very high.
EXPECTED FREQUENCY OF NEGATIVE RETURN OVER 20-YEAR PERIOD
Approximately 6.63 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.
