Property

Summary
Investment Return
Asset Allocation
Unit Prices
  • Investment returns to 31 Dec 2016
    Financial year to date 4.46 %
    1 year 11.05 % pa
    3 years 12.02 % pa
    5 years 11.89 % pa
    10 years 5.91 % pa
    Since Inception 9.47 % 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)†
     Listed Property 10.00% 0-30%
    Total Growth Assets 10.00%
     Property - Direct 85.00% 50-100%
     Cash and Term Deposits 5.00% 0-30%
    Total Defensive Assets 90.00%
    Foreign currency exposure 0.00% 0-00%

    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?

Predominantly invested in Australian property but with some international exposure. The listed property investments (which can be bought and sold on the share market) can be subject to equity-like returns and risk. The direct property funds are primarily assets in the retail and industrial sectors, and will have a low correlation to share market returns.

How it works

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

Investment time frame
Medium term, 10+ years. This option may be suitable for you if you seek to achieve attractive long term investment returns above inflation, whilst accepting some short term volatility. This option is likely to have higher than bonds, lower than equity volatility.

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 - approximately 4 years 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
September 2002.

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

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