Who manages your money?

A secure, best-practice investment process
As with any investment, you will want your super to grow whilst being actively managed by the most talented and experienced investment specialists at a reasonable fee.
 
legalsuper has built an investment process that draws upon the best investment advice and expertise, sourced following extensive due diligence. In addition, the Board formulates our investment strategy and appoints third-party advisers and investment managers. The Board is assisted by an Investment Committee, which is advised by both legalsuper’s asset consultant (JANA Investment Advisers Pty Ltd – ‘JANA’) and other advisers.
 
Leading investment managers for wholesale fees
More than 30 investment managers manage the assets invested in legalsuper.
 
With over $1 billion under management, legalsuper has the scale to negotiate very competitive fees with some of the best investment managers in Australia and overseas. This means that you pay wholesale fees rather than the higher retail fees if you invested directly yourself. Indeed, some investment managers are only accessible to a super fund like legalsuper; and not on a retail basis.
 
Quality investment advice
In selecting investment managers and formulating investment strategy, the Trustee is guided by the advice of its asset consultant (JANA) and also receives presentations directly from investment managers.
 
JANA is one of Australia’s leading investment consultants, owned by the National Australia Bank. Having now operated in Australia for more than 20 years, JANA advises more than 68 institutional investors that in aggregate manage assets exceeding $126 billion. JANA’s strength in manager research has been widely recognised in investment circles, including being ranked number one for global manager research capability of Australian investment consultants (Global Pensions magazine, November 2006).
 
As your investment may be diversified across more than 30 investment managers, there is less risk that underperformance by any one manager may significantly dampen your overall investment performance.
 
Secure custody of your investments
legalsuper’s Trustee has appointed NAB Custodian Services (‘NCS’) to be custodian of all assets invested with legalsuper. NCS is an operating division of the National Australia Bank group of companies, and has 58 years of experience and a continuous focus on custody and clearing services.
 
This appointment means that there is segregation between the organisation that holds investments (the Custodian) and the organisations that manage investments (the investment managers). The Custodian will only effect investment transactions on an authorised instruction from the Fund Trustee. This all increases the security of your investment.
 
More than 30 Australian and overseas investment managers manage the assets invested in legalsuper, including AMP Capital, Cooper Investors, Credit Suisse, Balanced Equity Trust, Solaris, General Property Trust, Lendlease, PIMCO, Integrity Investment Management and Colonial.
 
 
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