The Enhanced Cash investment option in detail for legalsuper's Personal, Employer-Sponsored, and Transition to Retirement members
- To provide modest investment returns while limiting short-term volatility and loss of capital.
- To outperform the Bloomberg Ausbond Bank Bill Index over rolling 5-year periods (before administration fees but after investment fees and costs).
This option seeks to outperform the benchmark through taking on a number of risks, principally credit risk, in a process of active management. Capital invested in this option is not guaranteed. This option is likely to produce a negative return in 6 months to 1 year in every 20 years.
Will suit investors looking for stability, but long-term investment returns are likely to be among the lowest of all investment options.
The Minimum suggested time frame for holding the investment is 3 years.
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 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.
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 31/12/2021