The NGS Shares Plus investment option mainly invests in companies listed on Australian and major international stock exchanges. It also has small exposures to other assets that offer potentially higher levels of return, though with higher volatility too.
It may suit you if you're looking to grow your super over the long term through exposure purely to equities. Returns are likely to be very volatile.
Unit prices
Summary
INVESTMENT PERFORMANCE OBJECTIVE*
To achieve a net return 4% above consumer price index (CPI) p.a. over rolling 10-year periods.
MINIMUM INVESTMENT TIMEFRAME
At least 10 years.
RISK LABEL
Very high.
EXPECTED FREQUENCY OF NEGATIVE RETURN OVER 20-YEAR PERIOD
Approximately 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 May 2021)
Asset allocation at 1 April 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 4% above consumer price index (CPI) p.a. over rolling 10-year periods.
MINIMUM INVESTMENT TIMEFRAME
At least 10 years.
RISK LABEL
Very high.
EXPECTED FREQUENCY OF NEGATIVE RETURN OVER 20-YEAR PERIOD
Approximately 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 May 2021)
Asset allocation at 1 April 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.
