Super & Transition to Retirement performance
The latest superannuation investment performance & unit prices for Employer-sponsored, Personal & Transition to Retirement members.
Recent & historical investment returns
Returns shown are net of investment fees and tax, gross of administration fees. Past performance is not an indicator of future performance. When comparing investment results, it’s a good idea to consider returns over the long term, as while markets fluctuate in the short-term, super is a long-term investment.
Unit pricing & investment performance for legalsuper Transition to Retirement accounts is now the same as Super unit pricing & investment performance. This reflects changes to tax rules from 1 July 2017.
|Investment option||FYTD at 31/12/18||1 yr to 31/12/18||3 yrs to 31/12/18||5 yrs to 31/12/18||7 yrs to 31/12/18||10 yrs to 31/12/18|
|Balanced socially responsible||-3.06%||-0.08%||4.35%||4.95%||8.38%||7.31%|
Performance shown is the Net Investment Return for each of legalsuper's super investment options. MySuper balanced is the investment option that Employer-sponsored members are allocated to if they do not make a choice of option when they join legalsuper. An Employer-sponsored member is one where their employer contributes to legalsuper on their behalf. All members can select from any of the 12 ‘investment choice’ options. Employer-sponsored members can also make the choice to be invested in MySuper balanced. This option is not available to Non-Employer-sponsored members, which includes Personal members and Pension members.
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.