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Investment Performance

Superannuation

  Current
Performance
Historical performance to 30 June 2011
Investment
option
Financial year
to date return
1 July 2011
to 11 May 2012
1 Year 3 Years 5 Years 7 Years 10 Years
Growth (Default Option)
0.8% 8.2% 0.9% 2.1% 5.4% 4.6%
Cash *
3.4% 4.0% 4.1% n/a n/a n/a
Enhanced Cash 3.3% 5.1% 5.6% 5.1% 4.9% n/a
Conservative 3.4% 5.7% 2.8% 3.3% 5.0% n/a
Balanced*
2.1% 7.2% 1.7% n/a n/a n/a
Low Fee Index
4.5% n/a n/a n/a n/a n/a
Assertive
-0.1% 8.5% -0.8% 0.7% 4.7% n/a
Aggressive
-1.1% 9.1% -1.5% 0.1% 4.9% n/a
Australian Shares
-3.5% 11.6% 0.6% 1.5% n/a n/a
Overseas Shares
-0.8% 6.9% -3.2% -1.9% n/a n/a
Socially Responsible
Investment
-6.3% 6.8% -1.2% 0.5% n/a n/a

 

Pensions

  Current
Performance
Historical performance to 30 June 2011
Investment
option
Financial year
to date return
1 July 2011
to 11 May 2012
1 Year 3 Years 5 Years 7 Years 10 Years
Growth (Default option)
1.2% 9.2% 1.1% 2.6% n/a n/a
Cash *
4.1% 4.8% 4.8% n/a n/a n/a
Enhanced Cash
4.1% 6.0% 6.6% 6.2% n/a n/a
Conservative
4.0% 6.3% 3.4% 4.0% n/a n/a
Balanced*
2.8% 8.1% 2.1% n/a n/a n/a
Low Fee Index
3.8% n/a n/a n/a n/a n/a
Assertive
0.5% 9.6% -0.1% 1.1% n/a n/a
Aggressive
2.5% 10.0% -1.6% 0.5% n/a n/a
Australian Shares
-2.2% 12.3% 1.5% 2.7% n/a n/a
Overseas Shares
1.7% 8.4% -3.1% -1.8% n/a n/a
Socially Responsible
Investment
-5.5% 9.2% -0.4% 1.7% n/a n/a

legalsuper's Pension commenced on 1 July 2006.

*Option commenced 26 July 2008.

About this information
The rates of return shown above are those achieved by the particular investment options. However, your individual rates of return depend on the timing of transactions, any switches you have made and the actual mix of options that make up your account. 

Click here to read more about unitisation.
Click here to see our latest unit prices.

 

 

 


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