More...
Join

Super

Join

Employer

Join

Pension

Join
Login

Member

Login

New user?

Register now

Employer

Login

New user?

Register now
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.

Historical and year-to-date returns

The historical and year-to-date performance in this section is for Pension members.  legalsuper's Pension commenced on 1 July 2006 and Pension members must make an investment choice. When comparing investment performance, we recommend that you consider returns over the long-term as markets can fluctuate in the short-term.

2019-20 financial year- & month-to-date

Investment optionJulMTD 19 JulFYTD 19 Jul
Cash-0.0%0.0%
Enhanced cash-0.1%0.1%
Conservative-0.3%0.3%
Conservative balanced-0.5%0.5%
Balanced index-0.8%0.8%
Balanced-0.6%0.6%
Balanced Socially responsible-0.5%0.5%
Growth-0.7%0.7%
High growth-0.8%0.8%
Overseas shares-0.9%0.9%
Australian Shares-0.9%0.9%

MTD = Month to Date   FYTD = Financial year to Date
The performance shown here is net of all fees except the weekly account fee ($1.30 per week) and net of any applicable tax. It does not adjust for the effect of any fee capping arrangement. Past performance is not necessarily an indication of future performance. 

Partial Month Return is the progressive change in unit price this month. Return for Month is the change in unit price for that month. Rolling return is the change in unit price since the start of the financial year. 

1, 3, 5 & 10 year rolling returns to 31 May 2019

Investment option1 yr to 30/06/193 yrs to 30/06/195 yrs to 30/06/1910 yrs to 30/06/19
Cash1.7%1.6%1.9%3.0%
Enhanced cash2.1%2.0%2.1%3.9%
Conservative5.6%5.9%5.4%6.5%
Conservative balanced6.8%7.9%7.1%8.1%
Balanced index10.8%9.6%8.6%-
Balanced7.8%9.9%8.7%9.1%
Balanced socially responsible7.2%8.4%6.8%8.5%
Growth8.0%11.3%9.5%10.1%
High growth8.0%12.5%10.3%11.3%
Overseas shares7.5%13.0%10.5%11.9%
Australian Shares8.3%12.8%10.0%10.9%

Returns shown are net of investment fees, tax and 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.  

1, 3, 5, & 10 year returns to 30 Jun 2019

Investment option1 yr to 30/06/193 yrs to 30/06/195 yrs to 30/06/1910 yrs to 30/06/19
Cash1.7%1.6%1.9%3.0%
Enhanced cash2.1%2.0%2.1%3.9%
Conservative5.6%5.9%5.4%6.5%
Conservative balanced6.8%7.9%7.1%8.1%
Balanced index10.8%9.6%8.6%-
Balanced7.8%9.9%8.7%9.1%
Balanced socially responsible7.2%8.4%6.8%8.5%
Growth8.0%11.3%9.5%10.1%
High growth8.0%12.5%10.3%11.3%
Overseas shares7.5%13.0%10.5%11.9%
Australian Shares8.3%12.8%10.0%10.9%

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.

Interactive performance charts


Weekly 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.