Past Performance
Tasplan
Tasplan Performance as at 30 June 2010
| Investment Option | 1 Month | 3 Months | Financial Year to Date |
1 Year | 3 Years | 5 Years | 7 Years | 10 Years |
| Equities Option | -2.52% | -7.43% | 11.43% | 11.43% | -6.61% | 3.24% | 7.13% | |
| Longer Term Growth Option | -1.94% | -5.12% | 11.33% | 11.33% | -4.66% | 3.68% | 6.68% | 4.57% |
| Balanced Option | -1.32% | -3.29% | 9.73% | 9.73% | -1.55% | 4.58% | 6.76% | 5.08% |
| Short Term Defensive Option | -0.20% | -0.01% | 8.67% | 8.67% | 2.69% | 5.05% | 5.84% | 5.37% |
| Cash Option | 0.35% | 1.72% | 4.09% | 4.09% | 5.55% | 5.54% | 5.19% |
Past performance is not a reliable indicator of future performance. All published performance information is after payment of tax and investment manager fees.
Tasplan has been a consistently strong performer since our inception in 1987. The table below shows how we have performed each year.
| Investment Year | Equities Option |
Longer Term Growth Option |
Balanced Option |
Short Term Defensive Option |
Cash Option |
| 2009/2010 | 11.4% | 11.3% | 9.7% | 8.7% | 4.1% |
| 2008/2009 | -16.1% | -13.4% | -7.7% | -0.5% | 5.5% |
| 2007/2008 | -12.9% | -10.1% | -5.8% | 0.1% | 7.1% |
| 2006/2007 | 19.7% | 17.4% | 14.7% | 9.0% | 5.4% |
| 2005/2006 | 20.3% | 17.7% | 14.4% | 8.4% | 5.6% |
| 2004/2005 | 15.8% | 12.9% | 11.9% | 8.6% | 4.5% |
| 2003/2004 | 19.1% | 16.0% | 12.7% | 6.9% | 3.9% |
| 2002/2003 | -7.3% | -5.3% | -1.9% | 3.9% | 5.4% |
| 2001/2002 | -5.2% | -2.6% | 2.0% | ||
| 2000/2001 | 10.1% | 8.1% | 6.5% | ||
| 1999/2000 | 13.4% | 12.7% | 9.2% | ||
| 1998/1999 | 8.0% | ||||
| 1997/1998 | 10.0% | ||||
| 1996/1997 | 18.0% | ||||
| 1995/1996 | 9.3% | ||||
| 1994/1995 | 5.5% | ||||
| 1993/1994 | 6.5% | ||||
| 1992/1993 | 8.0% | ||||
| 1991/1992 | 10.0% | ||||
| 1990/1991 | 10.0% | ||||
| 1989/1990 | 17.0% | ||||
| 1988/1989 | 19.0% | ||||
| 1987/1988 | 18.0% |
Note that the Short Term Defensive and Longer Term Growth Options only commenced on 1 July 1999 with Equities and Cash Options commencing from 1 July 2002.
TasPension
TasPension was launched in August 2007.
TasPension Performance as at 30 June 2010
| Investment Option | 1 Month | 3 Months | Financial Year to Date |
1 Year | 3 Years | 5 Years | 7 Years | 10 Years |
| Equities Option | -2.82% | -6.23% | 14.74% | 14.74% | ||||
| Longer Term Growth Option | -2.12% | -6.22% | 11.89% | 11.89% | ||||
| Balanced Option | -1.48% | -3.19% | 11.46% | 11.46% | ||||
| Short Term Defensive Option | -0.20% | 0.07% | 9.94% | 9.94% | ||||
| Cash Option | 0.39% | 2.18% | 4.98% | 4.98% |
Past performance is not a reliable indicator of future performance. All published performance information is after payment of tax and investment manager fees.
| Investment Year | Equities Option |
Longer Term Growth Option |
Balanced Option |
Short Term Defensive Option |
Cash Option |
| 2009/2010 | 14.7% | 11.9% | 11.5% | 9.9% | 5.0% |
| 2008/2009 | -17.5% | -14.8% | -8.4% | -0.4% | 6.3% |
| 2007/2008 | -5.7% | -10.8% | -8.4% | -0.3% | 6.5% |
Note the individual investment options having the following commencement dates:
| Investment Option | Commencement Date |
| Equities Option | 1 February 2008 |
| Longer Term Growth Option | 1 September 2007 |
| Balanced Option | 1 October 2007 |
| Short Term Defensive Option | 1 September 2007 |
| Cash Option | 1 October 2007 |
Past performance is not a reliable indicator of future performance. All published performance information is after payment of tax and investment manager fees.