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.
Important Notice



