Indexed Growth

Summary
Investment Return
Asset Allocation
Unit Prices
  • Investment returns to 31 Dec 2016
    Financial year to date 5.26 %
    1 year 7.89 % pa
    3 years 8.01 % pa
    5 years 11.06 % pa
    10 years Not available
    Since Inception 10.97 % 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 27.50% 15-40%
     International Shares 27.50% 15-40%
     Infrastructure 6.00% 0-20%
     Growth Alternatives 0.00% 0-10%
     Listed Property 6.00% 0-20%
    Total Growth Assets 67.00%
     Defensive Alternatives 0.00% 0-10%
     Cash and Term Deposits 5.00% 0-20%
     Fixed Interest Yield 0.00% 0-15%
     Fixed Interest Duration 28.00% 0-40%
    Total Defensive Assets 33.00%
    Foreign currency exposure 20.00% 0-50%

    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?

Includes asset classes where a broad market index is available and investible. The option will aim to provide exposure to these asset classes through the use of passive indexing strategies. These are no investments in unlisted assets.

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

How it works

Investment performance objective
The objective is to achieve a net return of 3.0% above CPI per annum over rolling ten year periods.

Investment time frame
Medium term, 10+. This option may be suitable for you if you seek to achieve attractive long term market index returns, whilst desiring the lowest possible fee and accepting a reasonable level of volatility in returns. This option is suitable if you do not seek to outperform the market and have reasonable tolerance of volatility.

Risk profile

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

Expected frequency of negative return over 20 year period - 4 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
Range: 0-40%

Date introduced
October 2011. The investment returns shown above are for the period from inception to 30 June 2012.

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

 

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