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 – 4.5 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: September 2011
Income accounts: September 2011

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

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 – 4.5 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: September 2011
Income accounts: September 2011

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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