The NGS Infrastructure investment option mainly invests in Australian and international infrastructure assets through the share market. These assets are subject to equity-like returns and risk.

It may be right for you if you’re after long-term investment returns above inflation while accepting some short-term volatility. As a guide, this option is likely to have higher volatility than bonds, but lower volatility than equities.

Accumulation account
Income account

Unit prices

Summary

INVESTMENT PERFORMANCE OBJECTIVE*

To achieve the equivalent return of the FTSE Developed Core Infrastructure 50/50 Net Total Return Index (hedged to AUD) 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 LABEL

Very high.

EXPECTED FREQUENCY OF NEGATIVE RETURN OVER 20-YEAR PERIOD

Approximately 7.2 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.

Unit price performance

Investment returns (returns as at 31 January 2024)

Strategic asset allocation at 1 November 2023

Annual returns

Portfolio holdings disclosure

A list of investments held within this investment option can be found here in line with regulatory requirements. Information is updated twice a year — at 30 June and 31 December.

Portfolio holdings derivatives

Unit prices

Summary

INVESTMENT PERFORMANCE OBJECTIVE*

To achieve the equivalent return of the FTSE Developed Core Infrastructure 50/50 Net Total Return Index (hedged to AUD) 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 LABEL

Very high.

EXPECTED FREQUENCY OF NEGATIVE RETURN OVER 20-YEAR PERIOD

Approximately 7.2 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.

Unit price performance

Investment returns (returns as at 31 January 2024)

Strategic asset allocation at 1 November 2023

Annual returns

Portfolio holdings disclosure

A list of investments held within this investment option can be found here in line with regulatory requirements. Information is updated twice a year — at 30 June and 31 December.

Portfolio holdings derivatives

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