Diversified

Summary
Investment Return
Asset Allocation
Unit Prices
  • Investment returns to 31 Dec 2016
    Financial year to date 6.13 %
    1 year 8.26 % pa
    3 years 7.41 % pa
    5 years 10.54 % pa
    10 years 5.88 % pa
    Since Inception 6.92 % 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 27.00% 15-40%
     International Shares 27.00% 15-40%
     Infrastructure 10.00% 0-20%
     Growth Alternatives 8.00% 0-20%
    Total Growth Assets 72.00%
     Defensive Alternatives 0.00% 0-20%
     Property - Direct 10.00% 0-20%
     Cash and Term Deposits 3.00% 0-25%
     Fixed Interest Yield 5.00% 0-20%
     Fixed Interest Duration 10.00% 0-20%
    Total Defensive Assets 28.00%
    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?

It includes most of the assets classes that NGS Super uses but has a higher weighting to investments in assets with the potential for medium to long-term growth such as shares, infrastructure and property.

How it works

Investment performance objective
The objective is to achieve a net return of 3% above CPI per annum over rolling ten year periods.

Investment time frame
Medium, 10+ years. This option may be suitable for you seek to achieve attractive long term returns, whilst accepting a reasonable level of volatility in returns. This option is suitable for members with a medium to long term investment horizon and reasonable risk tolerance.

Risk profile

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

Expected frequency of a negative return over a 20 year period - 3 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
October 1999

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

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