The NGS International Shares investment option mainly invests in companies listed on major international stock exchanges.
It may suit you if you want to maximise long-term investment returns through a diversified investment in overseas companies. Returns are likely to be volatile, and it's expected that you will diversify by investing in a mix of our other sector-specific options.
Unit prices
Summary
INVESTMENT PERFORMANCE OBJECTIVE*
Outperform MSCI ACWI ex Aust Index (in AUD, net of implied superannuation tax) over the medium to long term.
MINIMUM INVESTMENT TIMEFRAME
At least 10 years.
RISK LABEL
Very high.
EXPECTED FREQUENCY OF NEGATIVE RETURN OVER 20-YEAR PERIOD
Approximately 6.5 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 December 2021)
Asset allocation at 5 October 2021
Annual returns
Portfolio holdings disclosure
A list of investments held within this investment option can be found here.
Key points to note:
- Information is updated twice a year — at 30 June and 31 December.
- Investments are shown within each asset class.
- Any derivatives within the asset class are grouped together into one line item. The same applies to any cash held within the asset class.
Unit prices
Summary
INVESTMENT PERFORMANCE OBJECTIVE*
Outperform MSCI ACWI ex Aust Index (in AUD, net of implied superannuation tax) over the medium to long term.
MINIMUM INVESTMENT TIMEFRAME
At least 10 years.
RISK LABEL
Very high.
EXPECTED FREQUENCY OF NEGATIVE RETURN OVER 20-YEAR PERIOD
Approximately 6.5 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 December 2021)
Asset allocation at 5 October 2021
Annual returns
Portfolio holdings disclosure
A list of investments held within this investment option can be found here.
Key points to note:
- Information is updated twice a year — at 30 June and 31 December.
- Investments are shown within each asset class.
- Any derivatives within the asset class are grouped together into one line item. The same applies to any cash held within the asset class.
