What is it?
Invested predominantly in companies listed on Australian and major international stock exchanges, but with small exposures to other assets which offer potentially higher levels of return but potentially high levels of variability in returns.
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, 10+ years. This option may be suitable for you if you seek to grow your super over the long term through exposure purely to equities. Returns are likely to be very volatile.
RISK PROFILE
| Risk over each time horizon | ||
|---|---|---|
| 5 years | 10 years | 20 years |
| 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: October 1999
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 October 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 4% above CPI per annum over rolling ten year periods.
INVESTMENT TIME FRAME
Medium, 10+ years. This option may be suitable for you if you seek to grow your super over the long term through exposure purely to equities. Returns are likely to be very volatile.
RISK PROFILE
| Risk over each time horizon | ||
|---|---|---|
| 5 years | 10 years | 20 years |
| 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: October 1999
Income accounts: September 2004
Investment returns are shown net of tax and investment expense. Past performance is not a reliable indicator of future performance.
