Balanced

Summary
Investment Return
Asset Allocation
Unit Prices
  • Investment returns to 31 Dec 2016
    Financial year to date 5.19 %
    1 year 7.07 % pa
    3 years 6.46 % pa
    5 years 8.92 % pa
    10 years Not available
    Since Inception 5.63 % 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 20.00% 10-30%
     International Shares 20.00% 10-30%
     Infrastructure 10.00% 0-20%
     Growth Alternatives 4.00% 0-10%
    Total Growth Assets 54.00%
     Defensive Alternatives 0.00% 0-10%
     Property - Direct 10.00% 0-20%
     Cash and Term Deposits 16.00% 0-30%
     Fixed Interest Yield 5.00% 0-20%
     Fixed Interest Duration 15.00% 0-20%
    Total Defensive Assets 46.00%
    Foreign currency exposure 15.00% 0-40%

    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?

An investment option split evenly between assets which provide the prospect for capital growth and assets which display defensive characteristics.

Please note that this option was formerly named "Conservative" prior to 1 July 2013.

How it works

Investment performance objective
The objective is to achieve a net return of 2% above CPI per annum over rolling three year periods.

Investment time frame
Medium term, 7+ years. This option may be suitable for you if you’re seeking to achieve reasonable long term returns whilst limiting volatility to a moderate level. This is likely to result in lower investment returns than may be achieved in more equity-orientated options and is suitable if you are seeking moderate returns with a low risk tolerance over the medium 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 26 of our Investment guide

Date introduced
1 July 2007.

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

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