What is it?
Predominantly invested in Australian property but with some international exposure. The listed property investments (which can be bought and sold on the share market) can be subject to equity-like returns and risk. The direct property funds are primarily focused on high quality property assets in the retail and industrial sectors, and will have a low correlation to share market returns.
Risk
Unit Prices
Summary
INVESTMENT PERFORMANCE OBJECTIVE
The objective is to achieve a net return of 3% above CPI per annum over rolling five year periods
INVESTMENT TIME FRAME
Medium term, 10+ years. This option may be suitable for you if you seek to achieve attractive long term investment returns above inflation, whilst accepting some short term volatility. This option is likely to have higher than bonds, lower than equity volatility.
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 – approximately 3 years in 20.
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: September 2002
Income accounts: December 2002
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 3% above CPI per annum over rolling five year periods
INVESTMENT TIME FRAME
Medium term, 10+ years. This option may be suitable for you if you seek to achieve attractive long term investment returns above inflation, whilst accepting some short term volatility. This option is likely to have higher than bonds, lower than equity volatility.
RISK PROFILE
| Risk over each time horizon | ||
|---|---|---|
| 5 years | 10 years | 20 years |
| Medium to high | Low to medium | Low |
Expected frequency of negative return over 20 year period – approximately 3 years in 20.
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: September 2002
Income accounts: December 2002
Investment returns are shown net of tax and investment expense. Past performance is not a reliable indicator of future performance.
