What is it?
Predominantly invested in companies listed on the Australian Stock Exchange.
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.
Unit Price Performance
Investment Returns (returns as at 31 December 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.
