The NGS Property investment option mainly invests 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 primarily focus on high-quality property assets in the retail, industrial and commercial sectors, and will have a low correlation to share market returns.
This option may suit you if you're after attractive long-term investment returns above inflation, with the acceptance of some short-term volatility. As a guide, this option will likely have higher volatility than bonds but lower volatility than equities.
Unit prices
Summary
INVESTMENT PERFORMANCE OBJECTIVE*
To achieve a net return 3% above consumer price index (CPI) p.a. over rolling 5-year periods.
MINIMUM INVESTMENT TIMEFRAME
At least 10 years.
RISK LABEL
High.
EXPECTED FREQUENCY OF NEGATIVE RETURN OVER 20-YEAR PERIOD
Approximately 4.6 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*
To achieve a net return 3% above consumer price index (CPI) p.a. over rolling 5-year periods.
MINIMUM INVESTMENT TIMEFRAME
At least 10 years.
RISK LABEL
High.
EXPECTED FREQUENCY OF NEGATIVE RETURN OVER 20-YEAR PERIOD
Approximately 4.6 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.
