You’re part of a growing fund

31 August 2018

In March, our continued growth achieved a new milestone as we reached $11 billion in funds under management, less than a year after passing the $10 billion mark.


So what does this mean for you? The more we grow, the greater the economies of scale we have as an investor and the harder your money may work for you. And you know that you’re part of a fund with 90,000 other members who have made a good choice. Chief Executive Officer David Smith says that the growth represents our members’ growing appetite for genuine long-term sustainable investment.

“The market is quickly catching up with the fact that long-term growth sectors that support positive social or environmental change are the same sectors that will ultimately deliver lasting and reliable returns – a true win-win situation,” David said.

Our solid performance across various asset classes demonstrates that responsible, sustainable investment makes real commercial sense. Find out more about how your fund performed in the table below.

Investment performance as at 30 June 2018

Account-Based Pension Plan

Investment option1 year (%)3 years (%)5 years (%)
Sustainable Australian Shares 7.23 5.58 9.37
High Growth 11.82 9.84 11.61
Balanced Growth 9.59 8.55 9.79
Balanced 7.44 7.19 7.95
Conservative 4.99 5.41 5.76
Cash 1.94 2.18 2.39

NB: The three and five year figures are rolling and reflect an annualised compound rate. Transition to Retirement members who want historical performance after 1 July 2017 should contact LGS Member Services. Investment returns are shown to two decimal places and are historical. Past performance is not a reliable indicator of future performance.

Accumulation Scheme

Investment option1 year (%)3 years (%)5 years (%)
Sustainable Australian Shares 6.64 4.66 8.29
High Growth 10.68 8.81 10.54
Balanced Growth 8.62 7.59 8.95
Balanced 6.61 6.26 6.96
Conservative 4.37 4.61 5.01
Cash 1.68 1.99 2.1

NB: The three and five year figures are rolling and reflect an annualised compound rate. Investment returns are shown to two decimal places and are historical. Past performance is not a reliable indicator of future performance.

Retirement Scheme

Investment option1 year (%)3 years (%)5 years (%)
High Growth 10.53 8.58 10.53
Growth 8.74 7.77 9.16
Balanced Growth 8.4 7.48 8.93
Balanced 6.52 6.34 7.26
Conservative 4.31 4.76 5.32
Cash 1.67 2.1 2.37

NB: All returns shown are for the Contributor Financed Benefit. The three and five year figures are rolling and reflect an annualised compound rate. Investment returns are shown to two decimal places and are historical. Past performance is not a reliable indicator of future performance.

The information on this website is of a general nature only and does not take into account your personal objectives, situation or needs. You should consider obtaining professional financial, taxation and or legal advice tailored to your personal circumstances prior to making any financial decision.