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High Growth

The NGS High Growth investment option is diversified, with a substantial weighting towards assets with the potential to produce superior returns over the longer term.

It may suit you if you're looking for growth through diversified assets while tolerating a high level of volatility in returns.

Accumulation account
Transition to retirement account
Income account

Unit prices

Summary

INVESTMENT PERFORMANCE OBJECTIVE*

To achieve a net return 4% above consumer price index (CPI) p.a. over rolling 10-year periods.

MINIMUM INVESTMENT TIMEFRAME

At least 10 years.

RISK BAND AND LABEL

6, High.

EXPECTED FREQUENCY OF NEGATIVE RETURN OVER 20-YEAR PERIOD

Approximately 4.66 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

Investment returns (returns as at 31 December 2024)

Annual returns

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.

Portfolio holdings derivatives

Unit prices

Summary

INVESTMENT PERFORMANCE OBJECTIVE*

To achieve a net return 4% above consumer price index (CPI) p.a. over rolling 10-year periods.

MINIMUM INVESTMENT TIMEFRAME

At least 10 years.

RISK BAND AND LABEL

6, High.

EXPECTED FREQUENCY OF NEGATIVE RETURN OVER 20-YEAR PERIOD

Approximately 4.66 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

Investment returns (returns as at 31 December 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.

Portfolio holdings derivatives

Unit prices

Summary

INVESTMENT PERFORMANCE OBJECTIVE*

To achieve a net return 4% above consumer price index (CPI) p.a. over rolling 10-year periods.

MINIMUM INVESTMENT TIMEFRAME

At least 10 years.

RISK BAND AND LABEL

6, High.

EXPECTED FREQUENCY OF NEGATIVE RETURN OVER 20-YEAR PERIOD

Approximately 4.66 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

Strategic asset allocation at 1 October 2024

Annual returns

Investment returns (returns as at 31 December 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.

Portfolio holdings derivatives

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