What is it?

Predominantly invested in unlisted infrastructure assets, strategically blended with listed infrastructure securities in Australia but with some international exposure.
 

Accumulation Account
Income Account

Risk

Unit Prices

Summary

INVESTMENT PERFORMANCE OBJECTIVE

The objective is to achieve a net return of 3% per annum above CPI over rolling five year periods.

INVESTMENT TIME FRAME

Medium, 10+ years. This option may be suitable for you to achieve attractive long term investment returns above inflation, whilst accepting some short term volatility. This option is likely to have higher volatility than bonds, but lower volatility than equity.

RISK PROFILE
Risk over each time horizon
5 years 10 years 20 years
Medium to high Low to medium Low to medium

 


Expected frequency of negative return over 20 year period –  3 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: May 2019
Income accounts: May 2019

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 6 May 2019

Risk

Unit Prices

Summary

INVESTMENT PERFORMANCE OBJECTIVE

The objective is to achieve a net return of 3% per annum above CPI over rolling five year periods.

INVESTMENT TIME FRAME

Medium, 10+ years. This option may be suitable for you to achieve attractive long term investment returns above inflation, whilst accepting some short term volatility. This option is likely to have higher volatility than bonds, but lower volatility than equity.

RISK PROFILE
Risk over each time horizon
5 years 10 years 20 years
Medium to high Low to medium Low to medium

 


Expected frequency of negative return over 20 year period –  3 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: May 2019
Income accounts: May 2019

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 06 May 2019

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