Diversified
The NGS Diversified investment option includes most of the asset classes that we use but with a higher weighting to assets with the potential for medium to long-term growth, like shares, infrastructure and property.
It may suit you if you need long-term returns and can accept a moderate level of volatility.
Unit prices
Summary
INVESTMENT PERFORMANCE OBJECTIVE*
To achieve a net return 3% above consumer price index (CPI) p.a. over rolling 10-year periods.
MINIMUM INVESTMENT TIMEFRAME
At least 7 years.
RISK BAND AND LABEL
5, Medium to high.
EXPECTED FREQUENCY OF NEGATIVE RETURN OVER 20-YEAR PERIOD
Approximately 3.99 years in 20.
For information about how we calculate the standard risk measure (SRM) of each investment option, please see section 5 of our Retirement PDS.
* 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
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.
