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% per annum 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 | Very high | Medium | Low to medium |
| Income Accounts | Very 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.
Unit Price Performance
Investment Returns (returns as at 31 December 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 1% per annum 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 | Very high | Medium | Low to medium |
| Income Accounts | Very 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.
