legalsuper: Performance and fees

legalsuper performance and fees

When joining the fund you'll be placed in the legalsuper MySuper Balanced option initially which is the default option, however you can switch to another investment option at any time.

1 - 11 of 11

Name	Last 1 year performance (p.a.)	Last 3 year performance (p.a.)	Last 5 year performance (p.a.)	Last 10 year performance (p.a.)	Fees on $50k balance (p.a.)
legalsuper High Growth Industry fundHigher risk	Last 1 year performance (p.a.) +9.81%	Last 3 year performance (p.a.) +8.09%	Last 5 year performance (p.a.) +8.49%	Last 10 year performance (p.a.) +8.42%	Fees on $50k balance (p.a.) $577	More Info Compare
legalsuper Conservative Balanced Industry fund	Last 1 year performance (p.a.) +5.31%	Last 3 year performance (p.a.) +4.31%	Last 5 year performance (p.a.) +4.83%	Last 10 year performance (p.a.) +5.36%	Fees on $50k balance (p.a.) $517	More Info Compare
legalsuper MySuper Balanced Industry fund	Last 1 year performance (p.a.) +6.89%	Last 3 year performance (p.a.) +6.3%	Last 5 year performance (p.a.) +6.79%	Last 10 year performance (p.a.) +6.98%	Fees on $50k balance (p.a.) $597	More Info Compare
legalsuper O'seas Shares Industry fundHigher risk	Last 1 year performance (p.a.) +18.05%	Last 3 year performance (p.a.) +7.98%	Last 5 year performance (p.a.) +10.8%	Last 10 year performance (p.a.) +8.93%	Fees on $50k balance (p.a.) $462	More Info Compare
legalsuper Aust Shares Industry fundHigher risk	Last 1 year performance (p.a.) +6.76%	Last 3 year performance (p.a.) +7.27%	Last 5 year performance (p.a.) +7.96%	Last 10 year performance (p.a.) +7.82%	Fees on $50k balance (p.a.) $552	More Info Compare
legalsuper Balanced Industry fund	Last 1 year performance (p.a.) +7.03%	Last 3 year performance (p.a.) +6.28%	Last 5 year performance (p.a.) +6.72%	Last 10 year performance (p.a.) +6.94%	Fees on $50k balance (p.a.) $597	More Info Compare
legalsuper Conservative Industry fund	Last 1 year performance (p.a.) +4.04%	Last 3 year performance (p.a.) +2.95%	Last 5 year performance (p.a.) +3.55%	Last 10 year performance (p.a.) +4.01%	Fees on $50k balance (p.a.) $487	More Info Compare
legalsuper - Balanced Index Industry fund	Last 1 year performance (p.a.) +8.26%	Last 3 year performance (p.a.) +5.5%	Last 5 year performance (p.a.) +6.37%	Last 10 year performance (p.a.) +6.52%	Fees on $50k balance (p.a.) $297	Compare
legalsuper - Balanced Socially Responsible Industry fundEthical	Last 1 year performance (p.a.) +5.6%	Last 3 year performance (p.a.) +5.29%	Last 5 year performance (p.a.) +6.16%	Last 10 year performance (p.a.) +5.99%	Fees on $50k balance (p.a.) $557	Compare
legalsuper - Cash Industry fund	Last 1 year performance (p.a.) +3.31%	Last 3 year performance (p.a.) +1.34%	Last 5 year performance (p.a.) +1.14%	Last 10 year performance (p.a.) +1.4%	Fees on $50k balance (p.a.) $247	Compare
legalsuper - Growth Industry fund	Last 1 year performance (p.a.) +8.27%	Last 3 year performance (p.a.) +7.15%	Last 5 year performance (p.a.) +7.55%	Last 10 year performance (p.a.) +7.74%	Fees on $50k balance (p.a.) $592	Compare

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Unless indicated otherwise, the information in the table is based on data provided by SuperRatings Pty Limited ABN 95 100 192 283, Australian Financial Services Licence 311880.

*Past performance data and fee data is for the period ending Jan 2024

Key features of legalsuper

• Designed for those working in the legal sector. legaluper is an industry fund for those working in the legal sector, however it is now open to everyone to join.
• Default insurance options. Eligible members will get default insurance cover when joining the fund with no medical exams.
• MySuper product. The MySuper Balanced investment option is the default investment option for all members when joining the fund, unless you choose otherwise.
• Pre-mixed investment options. Members can choose between a range of different pre-mixed investment options that each have a different risk level and asset allocation.
• Ethical option. One of the pre-mixed investment options, Balanced Socially Responsible, has an ethical investment focus.

legalsuper pre-mixed investment options

Members can choose between these 7 pre-mixed, diversified investment options depending on the level of risk you want to take on. If you don't make an investment choice, you'll be placed in the MySuper Balanced option, which is the default MySuper investment product designed to suit most members.

Sector investment options

If you want more control over super, you can put together your own investment mix using one or more of the following individual sector options.

• Australian Shares
• International Shares
• Enhanced Cash
• Cash

legalsuper default insurance cover

Eligible members will receive the following default insurance cover when joining:

• Death: This cover provides a lump sum payment to your nominated beneficiaries in the event of your death.
• Total and Permanent Disablement (TPD): This cover provides a lump sum payment to you in the event that you become permanently disabled.
• Income Protection: This cover is paid out in the even you can't work and lose your income.

You'll get a default, basic level of cover for the above insurances, however you can apply to increase your level of cover at any time if you think it's the right choice for you. You can also opt out of all insurance cover all together.

How to join legalsuper

You can join online by completing the application form on legalsuper's website. The application form should take you around 10-20 minutes to complete, and you'll need to provide the following bits of information:

• Your full name, date of birth and contact information
• Your Australian residential address
• Your phone number and email address
• Your tax file number (TFN)
• Your chosen investment option (if you want to invest in something other than the Balanced option) and insurance cover
• Details of your existing super fund if you'd like to consolidate your super

Once your application has been completed successfully, you'll receive your membership details by email. You can then give these to your employer so they can start paying your superannuation guarantee payments into your new fund.