What is it?
Predominantly invested in companies listed on major international stock exchanges.
Risk
Unit Prices
Summary
INVESTMENT PERFORMANCE OBJECTIVE
The objective is to achieve a net return of 1% above MSCI ALL Countries World Index (ACWI) in $A (net dividends) over rolling ten year periods.
INVESTMENT TIME FRAME
Medium, 10+ years. This option may be suitable for you if you seek to maximise long term investment returns through a diversified investment in overseas companies. Returns are likely to be very volatile and it is anticipated that members will invest in this option in combination with other Sector-specific options.
RISK PROFILE
| Risk over each time horizon | |||
|---|---|---|---|
| 5 years | 10 years | 20 years | |
| Accumulation & TTR Accounts | High | Medium | Medium |
| Income Accounts | High | Medium | Low to medium |
Expected frequency of negative return over 20 year period – 6 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: March 2003
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 August 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 1% above MSCI ALL Countries World Index (ACWI) in $A (net dividends) over rolling ten year periods.
INVESTMENT TIME FRAME
Medium, 10+ years. This option may be suitable for you if you seek to maximise long term investment returns through a diversified investment in overseas companies. Returns are likely to be very volatile and it is anticipated that members will invest in this option in combination with other Sector-specific options.
RISK PROFILE
| Risk over each time horizon | |||
|---|---|---|---|
| 5 years | 10 years | 20 years | |
| Accumulation & TTR Accounts | High | Medium | Medium |
| Income Accounts | High | Medium | Low to medium |
Expected frequency of negative return over 20 year period – 6 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: March 2003
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 August 2019)
Annual Returns
Asset Allocation at 24 September 2018
* The Strategic Asset Allocation (SAA) is indicative of the expected asset allocation during stable market environments.
† The Dynamic Asset Allocation (DAA) range is used to respond to changes in the investing environment.
