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Home Investments Performance Pension performance

Pension performance

Recent and historical investment performance for legalsuper's Pension account.

Super is a long-term investment. When comparing investment options, it’s a good idea to consider returns over the long term, taking into account how long your money is likely to be invested. 

legalsuper is an industry super fund, which means we're run only to benefit members. We don't pay commissions or dividends to agents or shareholders. 

IMPORTANT INFORMATION

  • The performance shown on this page is net of all tax and fees, except the weekly $1.30 administration fee.
  • These returns are not adjusted for the affect of any fee capping arrangement.
  • Generally, the higher an investment’s potential return, the greater the risk associated with that investment.
  • Investment returns are not guaranteed.
  • Past performance is not a guide to future performance.
  • The MySuper Balanced option is available only for Employer-sponsored members.

Interactive performance chart

This interactive tool allows you to compare the historical performance of our investment options, and view what this means in dollar terms.

Edit the investment value, the date range and select different investment options to see market fluctuations and long-term growth.

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. Generally, the higher an investment’s potential return, the greater the risk associated with that investment. Investment returns are not guaranteed, and past performance is not a guide to future performance. The MySuper Balanced option is only available to Employer-sponsored members. 

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.

About unit pricing

Each Investment option (with the exception of the Direct Investment Option) pools member contributions, which are then used to purchase assets such as shares, property, bonds and cash for that option. The assets of each option pool are notionally divided into units – or a share of those assets. The value or price of each unit is determined by the value of the pool of assets. As the value of the assets increase, the unit price rises. If the value of the pool of assets decreases, the unit price falls. If you contribute additional money to an option, you buy more units. If money is withdrawn to pay fees or to pay you a benefit, units are sold. To calculate the value of your investment, you multiply the number of units you have been allocated in the option by the current unit sell price.

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.