Shares Plus

Summary
Investment Return
Asset Allocation
Unit Prices
  • Investment returns to 31 Dec 2016
    Financial year to date 8.63 %
    1 year 9.43 % pa
    3 years 8.91 % pa
    5 years 13.48 % pa
    10 years 5.87 % pa
    Since Inception 8.44 % 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 49.50% 35-65%
     International Shares 49.50% 35-65%
     Growth Alternatives 0.00% 0-10%
    Total Growth Assets 99.00%
     Cash and Term Deposits 1.00% 0-10%
    Total Defensive Assets 1.00%
    Foreign currency exposure 15.00% 0-60%

    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?

Invested predominantly in companies listed on Australian and major international stock exchanges, but with small exposures to other assets which offer potentially higher levels of return but potentially high levels of variability in returns.

How it works

Investment performance objective
The objective is to achieve a net return of 4.5% above CPI per annum over rolling ten year periods.

Investment time frame
Medium, 10+ years. This option may be suitable for you if you seek to grow your super over the long term through exposure purely to equities. Returns are likely to be very volatile.

Risk profile

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

Expected frequency of negative return over 20 year period - 6 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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This website is provided by NGS Super Pty Limited ABN 46 003 491 487 AFSL 233 154. Fund information: NGS Super ABN 73 549 180 515, Superannuation Fund Number (SFN) - 1345/339/49, Superannuation Product Identification Number (SPIN) - NGS 0001AU. NGS Super is a registered trade mark of NGS Super Pty Limited.
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