Investments

A selection of options designed to suit all legalsuper members.

The investment options available to you depend on your membership type. Select your membership type to be taken to legalsuper Product Disclosure Statement that contains investment information applicable to you.

Employer-sponsored members who do not exercise an investment choice for all or part of their contribution in one of the 13 investment ‘choice options’ will have that portion of their contribution that they have not provided an investment choice are invested in the legalsuper MySuper balanced option.

Personal and Spouse members must choose which investments they wish there contribtion invested in when they join legalsuper. There are 12 investment ‘choice options’ available. If investment instructions are not received, the contribution will be returned. (See the PDS – Additional Information – Personal and Spouse members for further detail on investment instructions and declined contributions). 

Pension members have two investment selections to make. Firstly they must provide instruction on the investment ‘choice options’ they wish their pension to be invested in. Secondly, pension members can separately provide instructions on which investment option should be sold to have their pension to be paid from. This can be different to how the pension is invested. If no instruction is provided or if there is insufficient money in the investment(s) to pay the pensions, a default payment arrangement applies. Details of the default payment arrangement are contained in the Pension PDS. Pension payment can not be made from the Direct Investment option. 

legalsuper offers members the choice of up to 13 different Investment options which are detailed below.

At legalsuper you can invest in any individual option, or combination of options, as you choose. As noted Pension members can also choose which Investment option(s) from which their pension is paid.

Membership Type Default Option Choice investment options - diversified Choice investment options - sector specific

Employer-sponsored members

MySuper balanced

  • Conservative
  • Conservative balanced
  • Balanced
  • Balanced index
  • Growth
  • High growth
  • Cash
  • Enhanced cash
  • Australian shares
  • Balanced socially responsible
  • Overseas shares
  • Direct investment option (DIO)

Personal and Spouse members

No default investment option. New members must make a selection

  • Conservative
  • Conservative balanced
  • Balanced
  • Balanced index
  • Growth
  • High growth
  • Cash
  • Enhanced cash
  • Australian shares
  • Balanced socially responsible
  • Overseas shares
  • Direct investment option (DIO)

Pension Members

No default investment option. New members must make a selection

  • Conservative
  • Conservative balanced
  • Balanced
  • Balanced index
  • Growth
  • High growth
  • Cash
  • Enhanced cash
  • Australian shares
  • Balanced socially responsible
  • Overseas shares
  • Direct investment option (DIO)

 

For further information about any of the options please select the legalsuper Product Disclosure Statement for your membership type:

  • Employer-sponsored members
  • Personal and Spouse members
  • Pension members

General information applicable to choice investment options:

  • Capital invested in any option is not guaranteed.
  • The trustee may adjust the investment strategy, vary the mix between growth and defensive assets or change investment managers without your permission.