What is it?

Includes asset classes where a broad market index is available and investible. The option will aim to provide exposure to these asset classes through the use of passive indexing strategies. These are no investments in unlisted assets.

Please note that this option was formerly named "Indexed Balanced" prior to 1 July 2013.

Accumulation Account
Income Account

Risk

Unit Prices

Summary

INVESTMENT PERFORMANCE OBJECTIVE

The objective is to achieve a net return of 3.0% above CPI per annum over rolling ten year periods.

INVESTMENT TIME FRAME

Medium, 10+ years. This option may be suitable for you if you seek to achieve attractive long term market index returns, whilst desiring the lowest possible fee and accepting a reasonable level of volatility in returns. This option is suitable if you do not seek to outperform the market and have reasonable tolerance of volatility.

RISK PROFILE
Risk over each time horizon
5 years 10 years 20 years
High Medium Low

 


Expected frequency of negative return over 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: October 1999
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 31 July 2019)

Asset Allocation at 24 September 2018

Annual Returns

Risk

Unit Prices

Summary

INVESTMENT PERFORMANCE OBJECTIVE

The objective is to achieve a net return of 3.0% above CPI per annum over rolling ten year periods.

INVESTMENT TIME FRAME

Medium, 10+ years. This option may be suitable for you if you seek to achieve attractive long term market index returns, whilst desiring the lowest possible fee and accepting a reasonable level of volatility in returns. This option is suitable if you do not seek to outperform the market and have reasonable tolerance of volatility.

RISK PROFILE
Risk over each time horizon
5 years 10 years 20 years
High Medium Low

 


Expected frequency of negative return over 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: October 1999
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 31 July 2019)

Asset Allocation at 24 September 2018

Annual Returns

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