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Where your money is invested
Tasplan employs professional investment managers to handle our assets. Investment managers are selected and evaluated on strict performance criteria.
It is very important that our investment managers complement each other in terms of investment focus and strategy, to ensure that our investments are appropriately diversified.
Your account balance is invested in accordance with your instructions – that is, in one of our investment options, or in the Balanced Option if you do not make a choice.
For details about how assets are invested in each of those options, obtain a copy of Member investment choice booklet from this site or by calling us on Freecall 1800 005 166.
The following table shows where the Plan's assets were invested in the last three financial years. These details are included in our Annual Report each year. Some of our more recent Annual Reports are included on this website. Go to Forms & publications to see which items you can download.
| Where Your Super Was Invested |
Assets in Million Dollars As At |
| 30-Jun-06 |
30-Jun-07 |
30-Jun-08 |
| Australian Shares |
314.6
|
389.2
|
314.0
|
| Maple-Brown Abbott |
75.0
|
96.2
|
70.3
|
| Ausbil |
84.6
|
104.8
|
88.1
|
| Barclays Global Investors |
|
92.3
|
78.1
|
| CFS – 452 Capital |
74.8
|
95.9
|
|
| BlackRock |
|
|
77.5
|
| Portfolio Partners |
80.2
|
|
|
| Overseas Shares |
107.9
|
127.9
|
134.4
|
| Barclays Global Investors |
12.6
|
13.6
|
16.0
|
| GMO Australia |
62.1
|
78.4
|
59.1
|
| MLC |
33.2
|
35.9
|
|
| T Rowe Price – Emgerging Markets Fund |
|
|
6.3
|
| Marathon – New Global Fund |
|
|
53.0
|
| Hedged Overseas Shares |
110.8
|
140.3
|
117.3
|
| MFS |
60.1
|
77.6
|
62.0
|
| Barclays Global Investors |
50.7
|
62.7
|
55.3
|
| Opportunistic Property/Private Equity |
5.6
|
13.3
|
24.3
|
| First Tasmania Investments Limited |
2.3
|
1.9
|
1.4
|
| Calibre Capital |
0.7
|
1.9
|
3.7
|
| AMP Capital |
2.6
|
7.5
|
16.1
|
| ISH (formerly IFBT) |
|
2.0
|
3.2
|
| Property |
92.4
|
120.3
|
103.9
|
| Challenger – Property Securities |
17.3
|
21.8
|
11.2
|
| AMP Capital Property Funds |
44.5
|
56.5
|
40.6
|
| Investa |
11.1
|
13.2
|
16.4
|
| Lend Lease APPF Retail |
15.4
|
19.9
|
22.2
|
| Goodman Industrial Fund |
4.1
|
8.9
|
13.5
|
| Infrastructure |
|
0.1
|
71.7
|
| IFM Infrastructure |
|
|
41.9
|
| Tasmanian Growth & Development Fund |
|
0.1
|
0.1
|
| AMP Capital Infrastructure Equity Fund |
|
|
29.7
|
| Fixed Interest |
146.3
|
152.5
|
161.9
|
| MLC |
20.9
|
21.6
|
|
| State Street – Australian FI |
60.7
|
63.1
|
78.7
|
| State Street – Overseas FI |
62.0
|
65.0
|
80.3
|
| Super Loan Trust |
2.7
|
2.8
|
2.9
|
| Absolute Return |
|
25.6
|
84.7
|
| Barclays Global Investors |
|
|
25.7
|
| Warakirri – Alternative Strategies Fund |
|
|
12.5
|
| Loomis Sayles – Credit Opportunities Fund |
|
25.6
|
34.0
|
| BlackRock – QIP Fund |
|
|
12.5
|
| Cash |
124.1
|
169.2
|
115.3
|
| State Street Cash |
115.0
|
158.5
|
104.7
|
| Bank Accounts |
7.2
|
10.7
|
10.6
|
| Industry Fund Banking Trust (IFBT) |
1.9
|
|
|
| Total |
901.7
|
1,138.4
|
1,127.5
|
Links to related articles:
Investment performance
Member investment choice
Investment policies
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