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Home Investments Performance Pension performance

Pension performance

The latest pension performance & unit pricing for all legalsuper pension investment options. Investment earnings for pension assets are not subject to tax & will therefore be higher than returns for superannuation members.

Recent & historical Pension investment returns

Returns shown are net of investment fees and tax, gross of administration fees. Past performance is not an indicator of future performance. Unit pricing & investment performance for legalsuper’s Transition to Retirement is now the same as Super. This reflects changes to tax rules from 1 July 2017 which require investment returns on TTR accounts to be taxed at 15% per annum. As TTR returns prior to 1 July 2017 were not taxed at 15%, historical & longer-term performance is not the same as super.

Investment optionFYTD at 31/12/181 yr to 31/12/183 yrs to 31/12/185 yrs to 31/12/187 yrs to 31/12/1810 yrs to 31/12/18
Cash0.93%1.89%1.93%2.31%2.94%3.48%
Enhanced cash1.15%2.24%2.30%2.56%3.39%4.45%
Conservative-0.67%1.33%4.72%5.03%6.66%6.31%
Conservative balanced-1.80%0.88%5.96%6.25%8.53%7.63%
Balanced index-2.84%1.17%5.89%6.43%9.84%-
Balanced-3.16%-0.01%7.10%7.24%9.94%8.25%
Balanced socially responsible-3.55%-0.26%4.76%5.45%9.25%8.21%
Growth-4.41%-0.86%7.74%7.75%10.97%8.97%
High growth-5.97%-2.03%8.13%8.05%12.14%9.92%
Overseas shares-6.96%-4.40%7.66%8.06%13.67%10.71%
Australian shares-8.24%-3.14%7.98%7.20%11.10%10.04%

Performance shown is the Net Investment Return for each of legalsuper's pension investment options and applies to legalsuper Pension accounts and Transition to Retirement accounts held by members who have reached retirement age. legalsuper's Pension commenced on 1 July 2006. Pension members must make an investment choice.

Unit prices

Your investment balance is made up of units in the fund. Unit prices for each investment option go up or down depending on the value of the investments within that option. The buy price is the value of one unit in an investment option when you make a contribution into your investment balance (such as you and/or your employer paying a contribution into your legalsuper account). The buy price will also apply if you switch into another legalsuper investment option. The sell price is the value of one unit in your investment balance when you make a withdrawal from your account. The sell price will apply when you are switching out of a particular investment option or when you withdraw money. The sell price is used to calculate your current investment balance.