The Cash investment option in detail for legalsuper's Pension members
- To provide modest investment returns while limiting short-term volatility and loss of capital.
- To at least match the Bloomberg Ausbond Australian Bank Bill Index over rolling 5-year periods (before administration fees but after investment fees and costs).
Likely to produce the lowest long-term investment returns with the fewest fluctuations from year to year. Capital invested in this option is not guaranteed. This option is likely to produce a negative return less than 6 months in every 20 years.
Will suit investors looking for stability, but long-term investment returns are likely to be the lowest of all investment options.
Minimum suggested time frame for holding the investment is 1 year.
If you choose this option, you may need to consider whether medium and long-term returns with this option are likely to be high enough to ensure your superannuation grows adequately to meet your retirement income goals.
Disclaimers & Assumptions
All investment performance and unit pricing is net of tax and fees, except the weekly $1.30 Administration fee. Returns have not been adjusted for the affect of any fee capping arrangement. Investment returns are not guaranteed, and past performance is not necessarily a guide to future performance.
This information on this website is general information and does not take into account your specific financial situation, objectives or needs. You should obtain and read the Product Disclosure Statement (PDS) relevant to your account type, found here.
You should also read the Target Market Determination. You should consider obtaining personal advice from a licensed financial adviser before making any decision based on matters included on this website.
Your personal return will differ from the above performance figures depending on your investment option(s), when you joined the fund, transactions, fees charged, and investment switches.
In the instance of a unit pricing error for exited members, compensation will be paid where the amount of compensation is $20 and above.
To view your own investment option, and your personal investment returns, log in to MemberAccess. For more information about unit pricing, and investment returns are applied to your account, refer to the relevant Product Disclosure Statement.
What we invest in
Portfolio Holdings Disclosures as at 30/06/2023