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Investment performance

Our performance summaries show the net return after investment fees, tax and asset-based fee.

Super is a long-term investment — we encourage you to seek financial advice before making any changes to your investment strategy, especially any short-term changes. All investments carry some risk, and investment returns are not guaranteed.

Past performance is not a reliable indicator of future performance.

From 1 July 2017, investment performance and unit pricing for NGS Transition to Retirement (TTR) accounts is the same as NGS Accumulation account investment performance and unit pricing. This is due to changed tax rules from 1 July 2017 which mean that TTR accounts are taxed at 15% per annum from that date. For TTR account investment performance and unit pricing prior to 1 July 2017, please refer to Income account information.

Accumulation account
Transition to retirement account
Income account

Click on any investment option above for full details, including investment objectives, asset allocation and unit prices.

Click on any investment option above for full details, including investment objectives, asset allocation and unit prices.

 

Note: as the Infrastructure option commenced on 6 May 2019, returns are not yet available for all time periods.

Latest monthly performance summaries
Financial year performance summaries

Latest monthly performance summaries

Month/Year Accumulation performance summary TTR performance summary Income account performance summary
October 2024 Download Download Download
September 2024 Download Download Download
August 2024 Download Download Download

Financial year performance summaries

Year Accumulation performance summary TTR account performance summary Income account performance summary
2023/24 Download Download Download
Year Accumulation and TTR account performance summary Income account performance summary
2022/23 Download Download
2021/22 Download Download
2020/21 Download Download
2019/20 Download Download
2018/19 Download Download
2017/18 Download Download
2016/17 Download Download
2015/16 Download Download
2014/15 Download Download
2013/14 Download Download
2012/13 Download Download

Managing your investments

At NGS, we know that everyone is different and has different plans for their retirement. That’s why we offer a range of investment options to help you reach those goals within the level of risk you’re willing to take.

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Monthly market update

Get the latest insights from our Investments team on the economy, local and global markets as well as the performance and management of NGS investment options.

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Unit prices

You can find our latest unit prices here. Unit prices for a particular day are normally available within 2 business days.

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