Diversified Bonds

Investment Return
Asset Allocation
Unit Prices
  • Investment returns to 31 Dec 2016
    Financial year to date 0.68 %
    1 year 2.78 % pa
    3 years 3.51 % pa
    5 years 4.57 % pa
    10 years 5.03 % pa
    Since Inception 5.45 % 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)†
     Defensive Alternatives 0.00% 0-45%
     Cash and Term Deposits 40.00% 0-100%
     Fixed Interest Yield 25.00% 0-100%
     Fixed Interest Duration 35.00% 0-100%
    Total Defensive Assets 100.00%
    Foreign currency exposure 0.00% 0-25%

    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 in cash and fixed interest investments, which include securities issued by both Australian and International governments and corporations.

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
Short term, 3+ years. This option may be suitable for you if you are looking to achieve reasonable returns over the short to medium time periods and with lower volatility than is typical of equity options. This is suitable if you have low risk tolerances or are seeking higher than cash returns and lower than equity volatility.

Risk profile

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

Expected frequency of negative return over 20 year period - approximately 1 year in 20.

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
October 1999.

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

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