Defensive

Summary
Investment Return
Asset Allocation
Unit Prices
  • Investment returns to 31 Dec 2016
    Financial year to date 3.98 %
    1 year 6.37 % pa
    3 years 5.94 % pa
    5 years 7.59 % pa
    10 years 5.72 % pa
    Since Inception 6.10 % 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 12.00% 0-20%
     International Shares 12.00% 0-20%
     Infrastructure 10.00% 0-20%
     Growth Alternatives 3.00% 0-15%
    Total Growth Assets 37.00%
     Defensive Alternatives 0.00% 0-20%
     Property - Direct 16.00% 0-30%
     Cash and Term Deposits 20.00% 5-30%
     Fixed Interest Yield 7.00% 0-30%
     Fixed Interest Duration 20.00% 5-35%
    Total Defensive Assets 63.00%
    Foreign currency exposure 8.00% 0-20%

    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?

A relatively conservative investment option with a higher weighting towards the more defensive types of assets such as cash, fixed interest, defensive alternative funds and direct property. There is a small weighting to assets such as shares and infastructure which provides the prospect for some capital growth.

How it works

Investment performance objective
The objective is to achieve a net return of 1% above CPI per annum over rolling three year periods.

Investment time frame
Short term, 5+ years. This option may be suitable for you if you seek to have relatively stable short term returns, whilst accepting that this is likely to result in lower investment returns over the long term. This option may be suitable for those with short time horizons or low risk tolerances.

Risk profile

Risk over each time horizon
5 years 10 years 20 years
Low to medium Low Low

Expected frequency of negative return over 20 year period - 1 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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