Employers please note – when making contributions via your clearing house or payroll provider, from 1 July 2021 the new Fund name is LGIAsuper, Product Name is Energy Super, USI is 23 053 121 564 004 and ABN is 23 053 121 564. Click here for more information.
Need a new Letter of Compliance? Click here to download.
This option caters for cautious risk-takers who are willing to take some "Risk" with their money, but would like some investment in Cash Enhanced and Fixed Interest to stabilise their Share investment.
This option aims to:
Please note: Returns are not guaranteed.
Capital Managed is suitable for investors with an investment timeframe of three years.
| Risk level^ | Medium | |
|---|---|---|
| Risk band^ | 4 | |
| Risk of negative return | Estimated number of negative annual returns over any 20 year period. | 2.9 |
^Refer to Standard Risk Measure table
| 2020/21 | 0.76%** | More information |
| Investment option | FYTD (%) | Rolling returns to (%) | ||||
|---|---|---|---|---|---|---|
| 1yr | 3yr | 5yr | 7yr | 10yr | ||
| Asset class | SAA* (%) | Range (%) |
|---|---|---|
| Cash Enhanced | 10 | 0 - 20 |
| Global Fixed Interest | 10 | 0 - 25 |
| Diversified Income | 25 | 10 - 40 |
| Alternatives | 4 | 0 - 10 |
| Infrastructure | 6 | 0 - 20 |
| Property | 7 | 0 - 20 |
| International Shares | 22 | 15 - 45 |
| Australian Shares | 16 | 10 - 30 |
*Please note that from 1 July 2017 TTR investment earnings are taxed up to 15%, so returns are the same as those for Accumulation (Super).
For further information on the Capital Managed option please refer to the Product Disclosure Statement applicable to your account.
For a summary of the Energy Super investment options available to members click here.
All returns shown above (expect for MySuper) are net effective earning rates (i.e. after tax and some fees). The FYTD Return and the 1yr rolling return are not annualised. The returns for all other periods are compound annualised averages. The returns for the MySuper (LGIAsuper) are after all investment fees and taxes, and after the 0.18% p.a. FUM based administration fee, but does not include the impact of the $1 per week administration fees.Refer to the Energy Super Annual Report for more information on how rates are calculated.
Investments can go up and down. Past performance is not necessarily indicative of future performance.
* CPI is measured by the All Groups Consumer Price Index For Australia.
** The total indirect fees and costs (including the indirect administration fee) is the estimated cost for the 2020/21 period.
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