Investment options – pension

Latest returns for the period ended 30 September 2017

Investment option Rolling 1mth Rolling 3mth FYTD1 Rolling 1yr Rolling 3yrs2 Rolling 5yrs2 Rolling 7yrs2 Rolling 10yrs2
Property 1.29% 2.14% 2.14% - - - - -
Growth 1.34% 1.92% 1.92% 11.10% 9.53% 12.01% 9.94% -
Sustainable 0.96% 1.36% 1.36% 10.44% - - - -
Balanced 1.14% 1.59% 1.59% 9.19% 8.62% 10.37% 8.99% -
Moderate 0.72% 1.15% 1.15% 6.52% - - - -
Conservative 0.55% 0.97% 0.97% 4.87% 5.75% 6.66% 6.58% -
Australian shares 0.47% 1.48% 1.48% 9.95% - - - -
International shares 2.12% 2.67% 2.67% 15.97% - - - -
Fixed interest -0.16% 0.68% 0.68% 1.24% - - - -
Cash 0.17% 0.59% 0.59% 2.07% 2.54% 2.79% 3.36% -
  • 1FYTD refers to the financial year to date. This shows how the option has performed since 1 July this financial year.
  • 2Returns shown for periods longer than one year are compound averages to give you an idea of the average return generated each year over the period, assuming that the investment had grown at a steady rate over this time. It’s important to note that returns can vary significantly from year-to-year.

Options will only show performance history since they were introduced by Tasplan.

Property was introduced on 1 April 2017.

Moderate, Sustainable, Australian shares, International shares, Fixed interest were introduced on 1 December 2015.

Past performance is not necessarily an indication of future returns. Please note that this performance information shows net investment returns, that is, after tax and investment fees have been paid.

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Historical returns

Financial year returns to 30 June
Options 2017 2016 2015 2014 2013 2012 2011 2010 2009 2008
Property   2.38% - - - - - - - - -
Growth   12.31% 3.63% 13.00% 17.65% 18.40% -1.70% 11.40% 11.90% -14.80% -
Sustainable   12.37% - - - - - - - - -
Balanced   10.18% 4.62% 11.28% 14.64% 14.80% 1.00% 10.40% 11.50% -8.40% -
Moderate   7.35% - - - - - - - - -
Conservative   5.40% 4.92% 7.35% 9.14% 8.70% 4.80% 8.20% 9.90% -0.40% -
Australian shares   14.82% - - - - - - - - -
International shares   16.06% - - - - - - - - -
Fixed interest   1.51% - - - - - - - - -
Cash   2.00% 2.71% 3.05% 3.12% 3.40% 4.80% 5.10% 5.00% 6.30% -

Options will only show performance history since they were introduced by Tasplan.

Property was introduced on 1 April 2017.

Moderate, Sustainable, Australian shares, International shares, Fixed interest were introduced on 1 December 2015.

Past performance is not necessarily an indication of future returns. Please note that this performance information shows net investment returns, that is, after tax and investment fees have been paid.

Download historical returns

We introduced some new investment options and renamed some options on 1 December 2015.

Investment choice

Tasplan’s ten investment options each have a different investment strategy, with varying levels of expected risk and return.

You can select one or a combination of any of the options to ensure your super is invested to suit your personal needs.


How to change your investment option

You can change your investments via Tasplan Online or by completing a Change your investments form.

The cut-off time for switch requests is 4pm (Hobart time) on a business day. Requests received after 4pm or submitted online on a public holiday or weekend, will be processed effective the following business day.

Super is a long-term investment so it is important to get financial advice when considering your investment strategy. As a Tasplan member, you have access to fee-for-service Financial Planning. Call us on 1800 005 166, or email us for more information.

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We introduced some new investment options and renamed some options on 1 December 2015.

Investment choice

Tasplan’s ten investment options each have a different investment strategy, with varying levels of expected risk and return.

You can select one or a combination of any of the options to ensure your super is invested to suit your personal needs.


How to change your investment option

You can change your investments via Tasplan Online or by completing a Change your investments form.

The cut-off time for switch requests is 4pm (Hobart time) on a business day. Requests received after 4pm or submitted online on a public holiday or weekend, will be processed effective the following business day.

Super is a long-term investment so it is important to get financial advice when considering your investment strategy. As a Tasplan member, you have access to fee-for-service Financial Planning. Call us on 1800 005 166, or email us for more information.