Australian Shares

Investment Return
Asset Allocation
Unit Prices
  • Investment returns to 31 Dec 2016
    Financial year to date 9.78 %
    1 year 11.47 % pa
    3 years 6.82 % pa
    5 years 11.48 % pa
    10 years 5.35 % pa
    Since Inception 8.81 % pa

    Investment returns are shown net of fees. Past performance is not a reliable indicator of future performance.

  • Click on assets for more info

    Pie Chart

      Strategic Asset Allocation (SAA)* Dynamic Asset Allocation (DAA)†
     Australian Shares 100.00% 90-100%
    Total Growth Assets 100.00%
     Cash 0.00% 0-10%
     Term Deposits 0.00% 0-10%
    Total Defensive Assets 0.00%
    Foreign currency exposure 0.00% 0-0%

    Indicative asset allocation and ranges

    * The strategic asset allocation is indicative of the expected asset allocation during stable market environments.

    † The dynamic asset allocation range is used to respond to changes in the investing environment.

What is it?

Predominantly invested in companies listed on the Australian Securities Exchange.

How it works

Investment performance objective
The objective is to achieve a net return of 4.5% above CPI per annum over rolling ten year periods.

Investment time frame
Medium term, 10+ years. This option may be suitable for you if you seek to maximise long term investment returns through a diversified investment in Australian companies whilst accepting high volatility in returns. It is anticipated that members will invest in this option in combination with other Asset Class Specific Options.

Risk profile

Risk over each time horizon
5 years 10 years 20 years
Very High Medium Low to

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 26 of our Investment guide.

Date introduced
February 2003.

Investment returns are shown net of fees. Past performance is not a reliable indicator of future performance.

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