Moderate Growth (income account default)

Summary
Investment Return
Asset Allocation
Unit Prices
  • Investment returns to 31 Dec 2016
    Financial year to date 5.79 %
    1 year 7.35 % pa
    3 years 6.74 % pa
    5 years 9.95 % pa
    10 years Not available
    Since Inception 7.61 % 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 25.00% 15-35%
     International Shares 25.00% 15-35%
     Infrastructure 10.00% 0-20%
     Growth Alternatives 2.00% 0-10%
    Total Growth Assets 62.00%
     Defensive Alternatives 0.00% 0-10%
     Property - Direct 10.00% 0-20%
     Cash and Term Deposits 5.00% 0-25%
     Fixed Interest Yield 7.00% 0-15%
     Fixed Interest Duration 16.00% 0-25%
    Total Defensive Assets 38.00%
    Foreign currency exposure 18.00% 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?

The Moderate Growth option is the default investment option that is only available in the NGS Income Account product. This option includes most of the asset 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, and assets that provide greater levels of liquidity to meet the income needs during retirement.

This is the option your money will be invested in if you do not advise us of your investment choice.

How it works

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

Investment time frame
Medium term, 10 years +. This option may be right for you if you seek to achieve attractive long term returns, whilst accepting a reasonable level of volatility in returns. This option has a lower allocation to growth assets versus the diversified option and corresponding lower expected volatility and returns. 

Risk profile

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

Expected frequency of negative return over 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
January 2010

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

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