Socially Responsible Diversified

Summary
Investment Return
Asset Allocation
Unit Prices
  • Investment returns to 31 Dec 2016
    Financial year to date 5.97 %
    1 year 7.01 % pa
    3 years 7.24 % pa
    5 years Not available
    10 years Not available
    Since Inception 7.84 % 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 22.50% 10-30%
     International Shares 22.50% 10-30%
     Infrastructure 10.00% 0-20%
     Growth Alternatives 3.00% 0-10%
    Total Growth Assets 58.00%
     Defensive Alternatives 0.00% 0-10%
     Property - Direct 15.00% 0-30%
     Cash and Term Deposits 10.00% 0-20%
     Fixed Interest Yield 5.00% 0-20%
     Fixed Interest Duration 12.00% 0-20%
    Total Defensive Assets 42.00%
    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?

Includes higher weighting to investments in assets with the potential for medium to long-term growth such as shares, infrastructure and property, than fixed interest and cash. Shares in this option are predominantly invested in sectors and companies that have ranked highly when considering environmental, social and governance factors. This option screens out investments in companies deemed to have a high social impact such as tobacco, pornography and armaments. It also reduces exposure to alcohol, gambling and nuclear power companies.

This option is designed for members seeking medium to long-term growth who are willing to accept short-term fluctuations in returns.

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.

Risk profile

Risk over each time horizon
5 years 10 years 20 years
Medium Low to 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
Socially Responsible Diversified - 1 November 2013 (Previously Green Shares option - 1 November 2001)

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

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