Cash

Investment return

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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.

Latest returns for the period ended 30 Sep 2017
Rolling 1 month0.17%
Rolling 3 months0.59%
FYTD10.59%
Rolling 1 year2.07%
Rolling 3 years22.54%
Rolling 5 years22.79%
Rolling 7 years23.36%
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

Positive returns each year after fees and taxes. Bloomberg AusBond Bank Bill Index over rolling 1 year periods. Future returns can't be guaranteed.


Level of investment risk

Very low

Negative returns expected in 0 years out of every 20 years.

Asset allocation

Asset class Benchmark % Range %
Cash 100.0 % 100%

Unit prices

Week ended Sell price
13 Oct 2017 1.3045
06 Oct 2017 1.3039
29 Sep 2017 1.3034
22 Sep 2017 1.3030
15 Sep 2017 1.3025
08 Sep 2017 1.3020
01 Sep 2017 1.3005
25 Aug 2017 1.3000
18 Aug 2017 1.2995
11 Aug 2017 1.2991
04 Aug 2017 1.2983
28 Jul 2017 1.2978
21 Jul 2017 1.2974
14 Jul 2017 1.2969
07 Jul 2017 1.2964
30 Jun 2017 1.2961
23 Jun 2017 1.2956
16 Jun 2017 1.2951
09 Jun 2017 1.2945
02 Jun 2017 1.2940
26 May 2017 1.2936
19 May 2017 1.2931
12 May 2017 1.2926
05 May 2017 1.2920
28 Apr 2017 1.2915
21 Apr 2017 1.2912
13 Apr 2017 1.2905
07 Apr 2017 1.2901
31 Mar 2017 1.2897
24 Mar 2017 1.2892
17 Mar 2017 1.2888
10 Mar 2017 1.2882
03 Mar 2017 1.2875
24 Feb 2017 1.2871
17 Feb 2017 1.2867
10 Feb 2017 1.2860
03 Feb 2017 1.2855
27 Jan 2017 1.2851
20 Jan 2017 1.2847
13 Jan 2017 1.2841
06 Jan 2017 1.2838
30 Dec 2016 1.2830
23 Dec 2016 1.2826
16 Dec 2016 1.2822
09 Dec 2016 1.2816
02 Dec 2016 1.2813
25 Nov 2016 1.2809
18 Nov 2016 1.2806
11 Nov 2016 1.2796
04 Nov 2016 1.2792
28 Oct 2016 1.2788
21 Oct 2016 1.2784
14 Oct 2016 1.2775
07 Oct 2016 1.2771
30 Sep 2016 1.2767
23 Sep 2016 1.2763
16 Sep 2016 1.2759
09 Sep 2016 1.2754
02 Sep 2016 1.2750
26 Aug 2016 1.2746
19 Aug 2016 1.2742
12 Aug 2016 1.2738
05 Aug 2016 1.2730
29 Jul 2016 1.2726
22 Jul 2016 1.2721
15 Jul 2016 1.2716
08 Jul 2016 1.2712
01 Jul 2016 1.2707
24 Jun 2016 1.2703
17 Jun 2016 1.2698
10 Jun 2016 1.2687
03 Jun 2016 1.2683
27 May 2016 1.2678
20 May 2016 1.2674
13 May 2016 1.2669
06 May 2016 1.2664
29 Apr 2016 1.2664
22 Apr 2016 1.2654
15 Apr 2016 1.2644
08 Apr 2016 1.2640
01 Apr 2016 1.2635
25 Mar 2016 1.2628
18 Mar 2016 1.2625
11 Mar 2016 1.2620
04 Mar 2016 1.2614
26 Feb 2016 1.2603
19 Feb 2016 1.2598
12 Feb 2016 1.2592
05 Feb 2016 1.2584
29 Jan 2016 1.2578
22 Jan 2016 1.2573
15 Jan 2016 1.2568
08 Jan 2016 1.2561
01 Jan 2016 1.2558
25 Dec 2015 1.2553
18 Dec 2015 1.2549
11 Dec 2015 1.2545
04 Dec 2015 1.2538
27 Nov 2015 1.2485
20 Nov 2015 1.2478
13 Nov 2015 1.2473
06 Nov 2015 1.2467
30 Oct 2015 1.2462
23 Oct 2015 1.2457
16 Oct 2015 1.2453
09 Oct 2015 1.2448
02 Oct 2015 1.2442
25 Sep 2015 1.2437
18 Sep 2015 1.2433
11 Sep 2015 1.2428
04 Sep 2015 1.2422
28 Aug 2015 1.2414
21 Aug 2015 1.2409
14 Aug 2015 1.2404
07 Aug 2015 1.2399
31 Jul 2015 1.2393
24 Jul 2015 1.2387
17 Jul 2015 1.2382
10 Jul 2015 1.2377
03 Jul 2015 1.2370
26 Jun 2015 1.2365
19 Jun 2015 1.2360
12 Jun 2015 1.2355
05 Jun 2015 1.2348
29 May 2015 1.2343
22 May 2015 1.2338
15 May 2015 1.2332
08 May 2015 1.2325
01 May 2015 1.2318
24 Apr 2015 1.2312
17 Apr 2015 1.2305
10 Apr 2015 1.2300
03 Apr 2015 1.2294
27 Mar 2015 1.2287
20 Mar 2015 1.2282
13 Mar 2015 1.2276
06 Mar 2015 1.2270
27 Feb 2015 1.2261
20 Feb 2015 1.2255
13 Feb 2015 1.2247
06 Feb 2015 1.2240
30 Jan 2015 1.2230
23 Jan 2015 1.2223
16 Jan 2015 1.2217
09 Jan 2015 1.2211
02 Jan 2015 1.2204
26 Dec 2014 1.2198
19 Dec 2014 1.2193
12 Dec 2014 1.2188
05 Dec 2014 1.2181
28 Nov 2014 1.2173
21 Nov 2014 1.2167
14 Nov 2014 1.2161
31 Oct 2014 1.2119
24 Oct 2014 1.2112
17 Oct 2014 1.2106
10 Oct 2014 1.2100
03 Oct 2014 1.2093
26 Sep 2014 1.2086
19 Sep 2014 1.2080
12 Sep 2014 1.2074
29 Aug 2014 1.2059
22 Aug 2014 1.2052
15 Aug 2014 1.2046
08 Aug 2014 1.2041
01 Aug 2014 1.2030
25 Jul 2014 1.2024
18 Jul 2014 1.2018
11 Jul 2014 1.2012
04 Jul 2014 1.2006
27 Jun 2014 1.2001
20 Jun 2014 1.1966
13 Jun 2014 1.1958
06 Jun 2014 1.1951
30 May 2014 1.1945
23 May 2014 1.1938
16 May 2014 1.1932
09 May 2014 1.1927
02 May 2014 1.1919
25 Apr 2014 1.1912
18 Apr 2014 1.1907
11 Apr 2014 1.1901
04 Apr 2014 1.1895
28 Mar 2014 1.1888
21 Mar 2014 1.1883
14 Mar 2014 1.1876
07 Mar 2014 1.1870
28 Feb 2014 1.1862
21 Feb 2014 1.1856
14 Feb 2014 1.1850
07 Feb 2014 1.1844
31 Jan 2014 1.1838
24 Jan 2014 1.1832
17 Jan 2014 1.1826
10 Jan 2014 1.1820
03 Jan 2014 1.1812
27 Dec 2013 1.1806
20 Dec 2013 1.1800
13 Dec 2013 1.1795
06 Dec 2013 1.1788
29 Nov 2013 1.1782
22 Nov 2013 1.1776
15 Nov 2013 1.1770
08 Nov 2013 1.1761
01 Nov 2013 1.1755
25 Oct 2013 1.1749
18 Oct 2013 1.1743
11 Oct 2013 1.1737
04 Oct 2013 1.1731
27 Sep 2013 1.1723
20 Sep 2013 1.1717
13 Sep 2013 1.1711
06 Sep 2013 1.1705
30 Aug 2013 1.1697
23 Aug 2013 1.1691
16 Aug 2013 1.1685
09 Aug 2013 1.1679
02 Aug 2013 1.1672
26 Jul 2013 1.1666
19 Jul 2013 1.1660
12 Jul 2013 1.1653
05 Jul 2013 1.1642
28 Jun 2013 1.1638
21 Jun 2013 1.1631
14 Jun 2013 1.1625
07 Jun 2013 1.1618
31 May 2013 1.1612
24 May 2013 1.1606
17 May 2013 1.1597
10 May 2013 1.1591
30 Apr 2013 1.1581
31 Mar 2013 1.1550
28 Feb 2013 1.1521
31 Jan 2013 1.1492
31 Dec 2012 1.1461
30 Nov 2012 1.1427
31 Oct 2012 1.1397
30 Sep 2012 1.1361
31 Aug 2012 1.1325
31 Jul 2012 1.1289
30 Jun 2012 1.1255
31 May 2012 1.1223
30 Apr 2012 1.1177
31 Mar 2012 1.1135
29 Feb 2012 1.1093
31 Jan 2012 1.1052
31 Dec 2011 1.1008
30 Nov 2011 1.0967
31 Oct 2011 1.0923
30 Sep 2011 1.0878
31 Aug 2011 1.0835
31 Jul 2011 1.0786
30 Jun 2011 1.0741
31 May 2011 1.0695
30 Apr 2011 1.0650
31 Mar 2011 1.0605
28 Feb 2011 1.0558
31 Jan 2011 1.0517
31 Dec 2010 1.0469
30 Nov 2010 1.0427
31 Oct 2010 1.0383
30 Sep 2010 1.0340
31 Aug 2010 1.0303
31 Jul 2010 1.0259
30 Jun 2010 1.0218
31 May 2010 1.0178
30 Apr 2010 1.0143
31 Mar 2010 1.0000
28 Feb 2010 0.9966
31 Jan 2010 0.9932
31 Dec 2009 0.9898
30 Nov 2009 0.9870
31 Oct 2009 0.9839
30 Sep 2009 0.9814
31 Aug 2009 0.9785
31 Jul 2009 0.9761
30 Jun 2009 0.9733
31 May 2009 0.9626
30 Apr 2009 0.9598
31 Mar 2009 0.9575
28 Feb 2009 0.9549
31 Jan 2009 0.9520
31 Dec 2008 0.9482
30 Nov 2008 0.9439
31 Oct 2008 0.9389
30 Sep 2008 0.9332
31 Aug 2008 0.9275
31 Jul 2008 0.9212
30 Jun 2008 0.9155
31 May 2008 0.9052
30 Apr 2008 0.8991
31 Mar 2008 0.8935
29 Feb 2008 0.8876
31 Jan 2008 0.8823
31 Dec 2007 0.8760
30 Nov 2007 0.8700
31 Oct 2007 0.8649
30 Sep 2007 0.8600
Download history

Definitons

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.