What is it?

A diversified investment option with a substantial weighting towards those assets which will potentially produce superior returns over the longer term.

Accumulation Account
Income Account

Risk

Unit Prices

Summary

INVESTMENT PERFORMANCE OBJECTIVE

To achieve a return of 4% above inflation 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 and desire a diversified range of assets in your portfolio whilst tolerating a high level of volatility of returns.

RISK PROFILE
Risk over each time horizon
  5 years 10 years 20 years
Accumulation & TTR Accounts High Medium Low
Income Accounts High Medium Low

 


Expected frequency of a negative return over a 20 year period – 4 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: July 2007
Income accounts: August 2007

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 October 2020)

Asset Allocation at 1 April 2020

Annual Returns

Risk

Unit Prices

Summary

INVESTMENT PERFORMANCE OBJECTIVE

To achieve a return of 4% above inflation 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 and desire a diversified range of assets in your portfolio whilst tolerating a high level of volatility of returns.

RISK PROFILE
Risk over each time horizon
  5 years 10 years 20 years
Accumulation & TTR Accounts High Medium Low
Income Accounts High Medium Low

 


Expected frequency of a negative return over a 20 year period – 4 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: July 2007
Income accounts: August 2007

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 October 2020)

Asset Allocation at 1 April 2020

Annual Returns

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