What is it?

This option focuses on investing in assets which provide the prospect for income and capital growth.  It aims to reduce the risk of negative returns by having a high allocation to real assets, such as infrastructure and property, which provide long term contracted income and greater price stability relative to listed shares.

Risk

Unit Prices

Summary

INVESTMENT PERFORMANCE OBJECTIVE

The objective is to achieve a net return of 4% above CPI per annum over rolling ten year periods.

INVESTMENT TIME FRAME

Medium term, 5-7+ years. This option may be right for you if you seek attractive long-term returns through higher levels of income-producing assets that aim to grow with inflation, whilst limiting variability in capital growth. This option is suitable if you are seeking a greater degree of stability of returns over the medium to long term.

RISK PROFILE
Risk over each time horizon
5 years 10 years 20 years
Medium Low to Medium Low

Expected frequency of negative return over 20 year period: 2 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

Income accounts: August 2017.

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 July 2019)

Asset Allocation at 24 September 2018

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