Australian Shares
The NGS Australian Shares investment option mainly invests in companies listed on the Australian Securities Exchange.
It may suit you if you want to maximise long-term investment returns through diversified investment in Australian companies and are comfortable with high volatility in returns. This option should be invested in as part of a diversified combination with our other sector-specific options.
Unit prices
Summary
INVESTMENT PERFORMANCE OBJECTIVE*
Outperform S&P/ASX 300 Total Return Index over the medium to long term.*
* Adjusted for implied superannuation tax and/or franking credits, where applicable.
MINIMUM INVESTMENT TIMEFRAME
At least 12 years.
RISK BAND AND LABEL
7, Very high.
EXPECTED FREQUENCY OF NEGATIVE RETURN OVER 20-YEAR PERIOD
Approximately 6.63 years in 20.
For information about how we calculate the standard risk measure (SRM) of each investment option, please see section 2 of our Investment guide.
* The trustee is required by law to set this objective. It is neither a forecast nor a guarantee of future investment returns. It is anticipated that the CPI objective should be achieved over the long term. However, due to the volatile nature of investment markets and the lack of direct linkage between market returns and inflation, there may be periods when investment returns are not above the objective.
Unit price performance
Annual returns
Investment returns (returns as at 30 November 2024)
Strategic asset allocation at 1 October 2024
Portfolio holdings disclosure
A list of investments held within this investment option can be found here in line with regulatory requirements. Information is updated twice a year — at 30 June and 31 December.
