Capital Managed

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.

Objectives

This option aims to:

provide returns with some "Capital Growth" balanced by other relatively stable returns from Cash and Fixed Interest assets; and
achieve returns (after tax and other costs) over rolling ten years of 2.5% above "CPI*".

Please note: Returns are not guaranteed.

Investment timeframe

Capital Managed is suitable for investors with an investment timeframe of three years.

Risk

Risk level^	High
Risk band^	6
Risk of negative return	Estimated number of negative annual returns over any 20 year period.	4.1

^Refer to Standard Risk Measure table

Total indirect fees and cost

2021/22

0.96%**

More information

Asset allocation benchmarks

View SAA/ranges

Performance

Investment option	FYTD (%)	Rolling returns to (%)
Investment option	FYTD (%)	1yr	3yr	5yr	7yr	10yr

Asset class	SAA* (%)	Range (%)
Cash	16	0 - 30
Diversified Fixed Interest	20	0 - 50
Diversifying Strategies	0	0 - 10
Private Equity	4	0 - 10
Infrastructure	10	0 - 20
Property	10	0 - 20
International Shares	22	0 - 27
Australian Shares	18	0 - 27

*SAA - Strategic Asset Allocations

*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 administration fee. 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.