LG Super

Defensive

Investment objective

Returns of 2% p.a. above inflation over rolling 5-year periods.

Who does it best suit?

Those wanting their investment to stay ahead of inflation with a very low risk of negative returns. Suitable for investment periods of 3 years or so.

Strategic asset allocation

The annual report to members shows the actual asset allocation at 30 June each year.

%

Return-seeking assets 18.77
Australian shares 4.6
International shares 4.6
Property 7.5
Alternatives 2.07
Risk-controlling assets 87.23
Alternatives 1.23
Fixed interest 50
Cash 30

Earning rates

Past performance is not an indicator of future performance.

Year ending 30 JuneAccumulation accounts
% p.a.
Pension accounts
% p.a.
2008 3.34 3.92
2007 6.59 7.50
2006 2.07* 2.38*
2005 n/a n/a
2004 n/a n/a
5-yr avge (% p.a.) n/a n/a
% p.a. over CPI n/a n/a
* introduced from 1/1/06

Risk

 
Positive returns expected 49 out of 50 years

Total fees (2007/08)

0.46% p.a.

More information