The MySuper option aims for a diversified portfolio of assets expected to generate 3% returns per year above inflation after fees and taxes.

Objectives

This option aims to:

  • Return target of 3% per year above inflation over rolling 10-year periods after fees and taxes.

Please note: Investment markets are uncertain and future returns cannot be guaranteed.

Investment timeframe

MySuper is suitable for investors with an investment timeframe of ten years.

Risk

Risk level^ Medium to high
Risk band^ 5
Risk of negative return Estimated number of negative annual returns over any 20 year period. 3.7

^Refer to Standard Risk Measure table

Total indirect fees and cost

2020/21 0.89%** More information

Performance

MySuper
FYTD Rolling returns to 31st of prior month (%)
1 yr 3 yr 5 yr 7 yr 10 yr
2.74 14.37 7.16 8.27 7.59 8.57

Please note: On the 1st of July 2021, Energy Super merged with LGIAsuper and the Energy Super MySuper product is now provided by LGIAsuper Trustee (ABN 94 085 088 484) (AFSL 230511) as trustee for LGIAsuper (ABN 23 053 121 564) (RSE R1000160). MySuper Performance is based on the LGIAsuper MySuper product.

Asset Allocation

Asset class

SAA

Range (%)

Australian Shares

24%

13 - 37

International Shares

28%

13 - 37

Private Capital*5%0 - 10

Property

10%

0 - 20

Infrastructure

10%

0 - 20

Diversifying Strategies

0%

0 - 10

Diversified Fixed Interest^

18%

0 - 50

Cash

5%

0 - 20

The asset allocation for the MySuper investment option will vary from year to year within the ranges shown. This means the Energy Super Board has the flexibility to adjust the allocation to Defensive and Growth assets within these ranges. The Annual Report for each financial year will include more information about the MySuper option’s asset allocations, including actual asset allocations as at end of financial year for each asset class within the option and the actual costs incurred.

*The Private Capital asset class includes Energy Super’s Alternatives asset class
^The Diversified Fixed Interest asset class includes Energy Super’s Diversified Income and Global Fixed Interest asset classes

For further information on the MySuper 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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