Australian shares

Investment return

Latest returns for the period ended 30 Sep 2017
Rolling 1 month0.47%
Rolling 3 months1.48%
FYTD11.48%
Rolling 1 year9.95%
Rolling 3 years2N/A
Rolling 5 years2N/A
Rolling 7 years2N/A
Rolling 10 years2N/A
  • 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.

Investment return objective

3.5% each year after fees and taxes.

CPI + 3.5% each year over rolling 7 year periods. Future returns can't be guaranteed.


Level of investment risk

High

Negative returns expected in 4 - 6 years out of every 20 years.

The Australian shares option commenced 1 December 2015.

* See how our investment managers have exercised voting rights for Australian shares.

Asset allocation

Asset class Benchmark % Range %
Australian shares 100.0 % 95-100%
Cash 0.0 % 0-5%

Unit prices

Week ended Sell price
13 Oct 2017 1.2469
06 Oct 2017 1.2250
29 Sep 2017 1.2144
22 Sep 2017 1.2174
15 Sep 2017 1.2178
08 Sep 2017 1.2033
01 Sep 2017 1.2153
25 Aug 2017 1.2123
18 Aug 2017 1.2061
11 Aug 2017 1.1970
04 Aug 2017 1.1996
28 Jul 2017 1.1981
21 Jul 2017 1.2042
14 Jul 2017 1.2086
07 Jul 2017 1.1975
30 Jun 2017 1.1948
23 Jun 2017 1.1909
16 Jun 2017 1.2085
09 Jun 2017 1.1859
02 Jun 2017 1.2126
26 May 2017 1.2033
19 May 2017 1.1902
12 May 2017 1.2031
05 May 2017 1.2054
28 Apr 2017 1.2245
21 Apr 2017 1.2060
13 Apr 2017 1.2181
07 Apr 2017 1.2129
31 Mar 2017 1.2156
24 Mar 2017 1.1890
17 Mar 2017 1.1960
10 Mar 2017 1.1983
03 Mar 2017 1.1776
24 Feb 2017 1.1711
17 Feb 2017 1.1879
10 Feb 2017 1.1659
03 Feb 2017 1.1562
27 Jan 2017 1.1712
20 Jan 2017 1.1593
13 Jan 2017 1.1712
06 Jan 2017 1.1832
30 Dec 2016 1.1574
23 Dec 2016 1.1580
16 Dec 2016 1.1364
09 Dec 2016 1.1422
02 Dec 2016 1.1171
25 Nov 2016 1.1304
18 Nov 2016 1.0982
11 Nov 2016 1.0920
04 Nov 2016 1.0560
28 Oct 2016 1.0712
21 Oct 2016 1.1074
14 Oct 2016 1.1105
07 Oct 2016 1.1182
30 Sep 2016 1.1068
23 Sep 2016 1.1106
16 Sep 2016 1.0829
09 Sep 2016 1.0864
02 Sep 2016 1.0868
26 Aug 2016 1.1216
19 Aug 2016 1.1068
12 Aug 2016 1.1044
05 Aug 2016 1.0954
29 Jul 2016 1.1074
22 Jul 2016 1.0899
15 Jul 2016 1.0828
08 Jul 2016 1.0407
01 Jul 2016 1.0532
24 Jun 2016 1.0290
17 Jun 2016 1.0335
10 Jun 2016 1.0605
03 Jun 2016 1.0574
27 May 2016 1.0712
20 May 2016 1.0600
13 May 2016 1.0504
06 May 2016 1.0419
29 Apr 2016 1.0419
22 Apr 2016 1.0350
15 Apr 2016 1.0184
08 Apr 2016 0.9778
01 Apr 2016 0.9881
25 Mar 2016 1.0081
18 Mar 2016 1.0213
11 Mar 2016 1.0185
04 Mar 2016 1.0007
26 Feb 2016 0.9467
19 Feb 2016 0.9584
12 Feb 2016 0.9238
05 Feb 2016 0.9673
29 Jan 2016 0.9741
22 Jan 2016 0.9527
15 Jan 2016 0.9661
08 Jan 2016 0.9848
01 Jan 2016 1.0320
25 Dec 2015 1.0130
18 Dec 2015 0.9937
11 Dec 2015 0.9774
04 Dec 2015 0.9989
Download history

You should consider the likely investment return, risk and your investment time frame when choosing which option to invest in. The value of investments may rise or fall. We don’t guarantee the investment performance, earnings or return of money you invest in Tasplan.

Investment performance

Past performance doesn’t necessarily indicate future returns.

Apart from those on our MySuper product dashboard, investment fees and tax have been taken out of the investment returns shown. We work out MySuper returns differently, in line with superannuation laws. There’s more information below.

Performance history starts from 1 December 2015 for Sustainable, Moderate, Australian shares, International shares and Fixed interest, 7 December 2016 for Tasplan OnTrack and 1 April 2017 for Property.

MySuper product dashboard

The returns quoted for the MySuper option, Tasplan OnTrack (Build, Sustain, Control and Maintain), are net returns. That is, less administration and investment fees, and tax. These are based on a 'representative member' with a $50,000 account balance and no activity charges throughout the year.

Return targets are based on a 10-year period, starting at the beginning of the current financial year. The statement of fees and costs includes investment fees and administration fees, but excludes buy-sell spreads, activity fees and insurance fees.

Level of investment risk

All investments have some risk. Different asset classes – for example, cash, bonds, property and shares – have different levels of risk. Each of Tasplan's investment options have different weightings towards these asset classes. So, each investment option has a different target investment return and a different likelihood of negative returns, depending on the underlying mix of assets.

The level of investment risk is our estimate of the likelihood of negative investment returns over 20 years. It’s not a complete assessment of all forms of investment risk. For example, it doesn’t say what the size of a negative return could be or the potential for a positive return to be less than what you need to meet your objectives. Also, it doesn’t take into account the impact of administration fees and tax on the likelihood of a negative return. You should make sure you’re comfortable with the risk and potential losses associated with your investment options.

We work out the risk measures in line with the guidelines in the Financial Services Council (FSC) Guidance on Standard Risk Measure Guidance Paper for Trustees dated July 2011. This rating is based on the fund’s asset allocation benchmarks at the date of the dashboard and doesn’t take into account future movements of these benchmarks.

More information

For more information about our investment options and the fees and costs you may pay, refer to the current member guide, or email us at info@tasplan.com.au or call us on 1800 005 166.