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. 

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  4. Capital Managed

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% 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^ 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

Total indirect fees and cost

2020/21 0.76%** More information

Asset allocation benchmarks

View SAA/ranges

Performance

Investment option FYTD (%) Rolling returns to (%)
1yr 3yr 5yr 7yr 10yr
Asset class SAA* (%) Range (%)
Cash Enhanced100 - 20
Global Fixed Interest100 - 25
Diversified Income25 10 - 40
Alternatives 4 0 - 10
Infrastructure6 0 - 20
Property7 0 - 20
International Shares2215 - 45
Australian Shares 16 10 - 30

*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.