InvestSMART

Legal Super Balanced Socially Responsible Sup - Managed Fund

Fund Objective
To outperform an average annual return of CPI 3.0% pa over rolling 10-year periods (net all fees and tax except the weekly $1.30 administration fee).
Fund Strategy

Fund Performance Comparison

Relative Fund Performance vs {{ fund.benchmark.peers.peerCount }} peers using {{ fund.benchmark.name }} as their benchmark.

{{ fund.name }}
Peers
Benchmark ({{ fund.benchmark.name }})
{{ fund.model.name }}
The performance of the peers is calculated as the total of the performance for each time period for all the funds in the peer group, divided by the number of funds in the peer group.

Fees Comparison

{{ fund.mer | number:2 }}
% p.a.
{{ fund.name }}
{{ modelPortfolio.mer * 100 | number:2 }}
% p.a.
{{ modelPortfolio.name }}
{{ fund.benchmark.peers.mer * 100 | number:2 }}
% p.a.
Average of peers ({{ fund.benchmark.peers.peerCount }})
NOTE: Fee data has been provided by Morningstar, it may not include all costs being charged on your investment such as platform and adviser fees. You should check your fund manager or adviser statements to find out the exact fees you are being charged. Peers are funds that use the same benchmark in the Morningstar database.
Upsell Banner

Fund performance

  1M 3M 6M 1Y p.a. 2Y p.a. 3Y p.a. 5Y p.a. 10Y p.a.
Total return 0.25% -0.31% 2.12% 4.93% 7.04% 6.6% 5.82% 6.24%
Growth return -0.49% -0.06% 0.52% 5.63% 5.98% 6.59% 5.75% 6.31%
Income return 0.74% -0.25% 1.6% -0.7% 1.06% 0.01% 0.07% -0.07%
Market index (Morningstar AUS Growth Tgt Alloc NR AUD)
Total return 0.38% -0.09% 4.07% 8.34% 11.24% 10.63% 8.07% 8.42%
As at 31 Jan 2026. Returns for periods greater than 1 year are annualised. All figures are percentages.

Asset Allocation

No asset allocation data available.

General Information

Fund Details
Type Description
Legal Super Balanced Socially Responsible Sup
Multisector Growth
starstar (as at 31 Jan 2026)
Superannuation Fund
19 Nov 2010
$47625357 million (as at 31 Dec 2025)
$2.3156 (as at 2 Feb 2026)
$2.3098 (as at 2 Feb 2026)
Open
Offer information
Type Description
MER 0.85% (as at 1 Nov 2025)
Savings plan comments
Redemption comments
Your guide to next steps

Dealing with a struggling fund? What to Do and Look For

How to Assess your Managed Fund: And How to Choose the Next One
How to Assess your Managed Fund: And How to Choose the Next One
Your managed fund switching checklist. Is fear of capital gains tax holding you back?
Your managed fund switching checklist. Is fear of capital gains tax holding you back?
The Great Investment Fee Scam is hiding in plain sight. And it's ripping us all off.
The Great Investment Fee Scam is hiding in plain sight. And it's ripping us all off.
Guide to tidying up your Portfolio Manager holdings
Guide to tidying up your Portfolio Manager holdings

FAQs about the Legal Super Balanced Socially Responsible Sup

The objective of the Legal Super Balanced Socially Responsible Sup managed fund is To outperform an average annual return of CPI + 3.0% pa over rolling 10-year periods (net all fees and tax except the weekly $1.30 administration fee).

The strategy of the Legal Super Balanced Socially Responsible Sup managed fund is

The APIR code of the Legal Super Balanced Socially Responsible Sup managed fund is .

Legal Super Balanced Socially Responsible Sup’s total return last month was 0.25%. This was made up of a growth return of -0.49% and an income return of 0.74%. These returns were calculated as at 31 Jan 2026.

Legal Super Balanced Socially Responsible Sup’s total return for the last three months was -0.31%. This was made up of a growth return of -0.06% and an income return of -0.25%%. These returns were calculated as at 31 Jan 2026.

Legal Super Balanced Socially Responsible Sup’s one-year total return is 4.93%. This was made up of a growth return of 5.63% and an income return of -0.7%. These returns were calculated as at 31 Jan 2026.

Legal Super Balanced Socially Responsible Sup’s one-year total return is 6.6%. This was made up of a growth return of 6.59% and an income return of 0.01%. These returns were calculated as at 31 Jan 2026.

The asset allocation of the Legal Super Balanced Socially Responsible Sup managed fund is :

Alternatives
100%
Australian Equities
0%
International Equities
0%
Cash
0%
Property & Infrastructure
0%
Fixed Interest
0%

The Legal Super Balanced Socially Responsible Sup managed fund belongs to the Multisector Growth sector/asset class.

As at 31 Dec 2025, the size of the Legal Super Balanced Socially Responsible Sup managed fund was $47625357 million.

The Legal Super Balanced Socially Responsible Sup managed fund has an inception date of 19 Nov 2010.

The current entry price of the Legal Super Balanced Socially Responsible Sup managed fund is $2.3156 per unit and the current exit price is $2.3098 per unit (as at 2 Feb 2026).

The current exit price of the Legal Super Balanced Socially Responsible Sup managed fund is $2.3098 per unit and the current entry price is $2.3156 per unit (as at 2 Feb 2026).

The minimum initial investment amount for the Legal Super Balanced Socially Responsible Sup managed fund is $.

Fund data sourced from Morningstar. Some material is copyright and published under licence from ASX Operations Pty Limited ACN 004 523 782 ("ASXO"). Data and content is provided for personal use only. Whilst every care has been taken in producing these numbers, neither Morningstar nor InvestSMART can make any guarantees around the complete accuracy of these figures. Should you decide to change investments, please read all relevant disclosure documents including the Product Disclosure Statements and if required, you may consider speaking to a financial professional for further guidance. A tax event may be realised as a result of switching investments. Past performance is not a reliable indicator of future performance.