Investment options – pension

Latest returns for the period ended 31 July 2017

Investment option Rolling 1mth Rolling 3mth FYTD1 Rolling 1yr Rolling 3yrs2 Rolling 5yrs2 Rolling 7yrs2 Rolling 10yrs2
Property 0.33% 2.02% 0.33% - - - - -
Growth -0.18% -0.03% -0.18% 8.81% 8.96% 12.40% 9.99% -
Sustainable -0.09% 0.74% -0.09% 9.34% - - - -
Balanced -0.18% 0.06% -0.18% 7.43% 8.18% 10.64% 9.06% -
Moderate 0.05% 0.55% 0.05% 5.55% - - - -
Conservative 0.11% 0.73% 0.11% 4.27% 5.69% 6.88% 6.72% -
Australian shares 0.27% -1.95% 0.27% 8.31% - - - -
International shares -0.39% 0.45% -0.39% 12.54% - - - -
Fixed interest 0.53% 1.17% 0.53% 1.31% - - - -
Cash 0.19% 0.51% 0.19% 1.99% 2.56% 2.83% 3.42% -
  • 1FYTD refers to the financial year to date. This shows how the option has performed since 1 July.
  • 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.

Historical returns

Financial year returns to 30 June
Options 2016 2015 2014 2013 2012 2011 2010 2009 2008 2007
Property   - - - - - - - - - -
Growth   3.63% 13.00% 17.65% 18.40% -1.70% 11.40% 11.90% -14.80% - -
Sustainable   - - - - - - - - - -
Balanced   4.62% 11.28% 14.64% 14.80% 1.00% 10.40% 11.50% -8.40% - -
Moderate   - - - - - - - - - -
Conservative   4.92% 7.35% 9.14% 8.70% 4.80% 8.20% 9.90% -0.40% - -
Australian shares   - - - - - - - - - -
International shares   - - - - - - - - - -
Fixed interest   - - - - - - - - - -
Cash   2.71% 3.05% 3.12% 3.40% 4.80% 5.10% 5.00% 6.30% - -

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.

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

You can change your investment option weekly if you want. The first investment option switch in any year is free. If you switch again in the same year, a small switching fee will apply. See our fees page for details.

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.

Compare returns

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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.

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

You can change your investment option weekly if you want. The first investment option switch in any year is free. If you switch again in the same year, a small switching fee will apply. See our fees page for details.

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.