Conservative

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 month0.55%
Rolling 3 months0.97%
FYTD10.97%
Rolling 1 year4.87%
Rolling 3 years25.75%
Rolling 5 years26.66%
Rolling 7 years26.58%
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

1.5% each year after fees and taxes.

CPI + 1.5% each year over rolling 5 year periods. Future returns can't be guaranteed. Based on our market sensitive modelling process, there is a lower than preferred likelihood of the strategy achieving its investment objective over the short term (next 5 years)


Level of investment risk

Low to medium

Negative returns expected in 1 - 2 years out of every 20 years.

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

Asset allocation

Asset class Benchmark % Range %
Australian shares 6.0 % 0-20%
International shares 9.0 % 0-20%
Listed property 2.0 % 0-10%
Private equity 0.0 % 0-5%
Unlisted property 5.0 % 0-15%
Unlisted infrastructure 5.0 % 0-15%
Emerging market debt 0.0 % 0-5%
Absolute return 5.0 % 0-15%
Alternative debt 6.0 % 0-15%
Australian fixed interest 12.0 % 5-35%
Global sovereign 12.0 % 5-35%
Global credit 8.0 % 0-20%
Cash 30.0 % 10-50%

Unit prices

Week ended Sell price
13 Oct 2017 1.6201
06 Oct 2017 1.6143
29 Sep 2017 1.6094
22 Sep 2017 1.6087
15 Sep 2017 1.6083
08 Sep 2017 1.6027
01 Sep 2017 1.6047
25 Aug 2017 1.6010
18 Aug 2017 1.5998
11 Aug 2017 1.6006
04 Aug 2017 1.5982
28 Jul 2017 1.5985
21 Jul 2017 1.5975
14 Jul 2017 1.5977
07 Jul 2017 1.5965
30 Jun 2017 1.5952
23 Jun 2017 1.5957
16 Jun 2017 1.5948
09 Jun 2017 1.5936
02 Jun 2017 1.5973
26 May 2017 1.5936
19 May 2017 1.5902
12 May 2017 1.5882
05 May 2017 1.5885
28 Apr 2017 1.5855
21 Apr 2017 1.5806
13 Apr 2017 1.5778
07 Apr 2017 1.5775
31 Mar 2017 1.5721
24 Mar 2017 1.5671
17 Mar 2017 1.5631
10 Mar 2017 1.5663
03 Mar 2017 1.5643
24 Feb 2017 1.5581
17 Feb 2017 1.5582
10 Feb 2017 1.5517
03 Feb 2017 1.5494
27 Jan 2017 1.5539
20 Jan 2017 1.5494
13 Jan 2017 1.5523
06 Jan 2017 1.5549
30 Dec 2016 1.5482
23 Dec 2016 1.5490
16 Dec 2016 1.5398
09 Dec 2016 1.5380
02 Dec 2016 1.5316
25 Nov 2016 1.5331
18 Nov 2016 1.5292
11 Nov 2016 1.5254
04 Nov 2016 1.5203
28 Oct 2016 1.5291
21 Oct 2016 1.5297
14 Oct 2016 1.5322
07 Oct 2016 1.5358
30 Sep 2016 1.5362
23 Sep 2016 1.5345
16 Sep 2016 1.5329
09 Sep 2016 1.5332
02 Sep 2016 1.5352
26 Aug 2016 1.5377
19 Aug 2016 1.5368
12 Aug 2016 1.5347
05 Aug 2016 1.5291
29 Jul 2016 1.5348
22 Jul 2016 1.5273
15 Jul 2016 1.5223
08 Jul 2016 1.5134
01 Jul 2016 1.5072
24 Jun 2016 1.5017
17 Jun 2016 1.5074
10 Jun 2016 1.5087
03 Jun 2016 1.5130
27 May 2016 1.5122
20 May 2016 1.5056
13 May 2016 1.5022
06 May 2016 1.4943
29 Apr 2016 1.4943
22 Apr 2016 1.4902
15 Apr 2016 1.4853
08 Apr 2016 1.4788
01 Apr 2016 1.4771
25 Mar 2016 1.4787
18 Mar 2016 1.4777
11 Mar 2016 1.4787
04 Mar 2016 1.4757
26 Feb 2016 1.4640
19 Feb 2016 1.4650
12 Feb 2016 1.4526
05 Feb 2016 1.4602
29 Jan 2016 1.4617
22 Jan 2016 1.4603
15 Jan 2016 1.4605
08 Jan 2016 1.4653
01 Jan 2016 1.4705
25 Dec 2015 1.4698
18 Dec 2015 1.4651
11 Dec 2015 1.4603
04 Dec 2015 1.4685
27 Nov 2015 1.4647
20 Nov 2015 1.4671
13 Nov 2015 1.4555
06 Nov 2015 1.4693
30 Oct 2015 1.4700
23 Oct 2015 1.4690
16 Oct 2015 1.4619
09 Oct 2015 1.4571
02 Oct 2015 1.4488
25 Sep 2015 1.4451
18 Sep 2015 1.4463
11 Sep 2015 1.4463
04 Sep 2015 1.4454
28 Aug 2015 1.4509
21 Aug 2015 1.4461
14 Aug 2015 1.4548
07 Aug 2015 1.4580
31 Jul 2015 1.4664
24 Jul 2015 1.4590
17 Jul 2015 1.4611
10 Jul 2015 1.4471
03 Jul 2015 1.4462
26 Jun 2015 1.4496
19 Jun 2015 1.4504
12 Jun 2015 1.4472
05 Jun 2015 1.4486
29 May 2015 1.4623
22 May 2015 1.4557
15 May 2015 1.4504
08 May 2015 1.4490
01 May 2015 1.4564
24 Apr 2015 1.4647
17 Apr 2015 1.4637
10 Apr 2015 1.4681
03 Apr 2015 1.4598
27 Mar 2015 1.4535
20 Mar 2015 1.4589
13 Mar 2015 1.4477
06 Mar 2015 1.4472
27 Feb 2015 1.4505
20 Feb 2015 1.4452
13 Feb 2015 1.4443
06 Feb 2015 1.4371
30 Jan 2015 1.4293
23 Jan 2015 1.4215
16 Jan 2015 1.4067
09 Jan 2015 1.4099
02 Jan 2015 1.4058
26 Dec 2014 1.4058
19 Dec 2014 1.3995
12 Dec 2014 1.3902
05 Dec 2014 1.3971
28 Nov 2014 1.3915
21 Nov 2014 1.3828
14 Nov 2014 1.3797
07 Nov 2014 1.3798
31 Oct 2014 1.3751
24 Oct 2014 1.3656
17 Oct 2014 1.3568
10 Oct 2014 1.3577
03 Oct 2014 1.3608
26 Sep 2014 1.3645
19 Sep 2014 1.3647
12 Sep 2014 1.3648
05 Sep 2014 1.3657
29 Aug 2014 1.3640
22 Aug 2014 1.3618
15 Aug 2014 1.3560
08 Aug 2014 1.3478
01 Aug 2014 1.3514
25 Jul 2014 1.3543
18 Jul 2014 1.3525
04 Jul 2014 1.3466
27 Jun 2014 1.3456
20 Jun 2014 1.3403
13 Jun 2014 1.3368
06 Jun 2014 1.3380
30 May 2014 1.3370
23 May 2014 1.3337
16 May 2014 1.3295
02 May 2014 1.3245
25 Apr 2014 1.3225
18 Apr 2014 1.3161
11 Apr 2014 1.3111
04 Apr 2014 1.3148
28 Mar 2014 1.3109
21 Mar 2014 1.3096
14 Mar 2014 1.3091
07 Mar 2014 1.3141
28 Feb 2014 1.3169
21 Feb 2014 1.3102
14 Feb 2014 1.3063
07 Feb 2014 1.2975
31 Jan 2014 1.3032
24 Jan 2014 1.3062
17 Jan 2014 1.3086
10 Jan 2014 1.3037
03 Jan 2014 1.3015
27 Dec 2013 1.2995
20 Dec 2013 1.2952
13 Dec 2013 1.2853
06 Dec 2013 1.2859
29 Nov 2013 1.2907
22 Nov 2013 1.2865
15 Nov 2013 1.2855
08 Nov 2013 1.2809
01 Nov 2013 1.2813
25 Oct 2013 1.2786
18 Oct 2013 1.2737
11 Oct 2013 1.2674
04 Oct 2013 1.2662
27 Sep 2013 1.2694
20 Sep 2013 1.2677
13 Sep 2013 1.2613
06 Sep 2013 1.2535
30 Aug 2013 1.2537
23 Aug 2013 1.2542
16 Aug 2013 1.2524
09 Aug 2013 1.2543
02 Aug 2013 1.2579
26 Jul 2013 1.2486
19 Jul 2013 1.2455
12 Jul 2013 1.2413
05 Jul 2013 1.2329
28 Jun 2013 1.2318
21 Jun 2013 1.2254
14 Jun 2013 1.2321
07 Jun 2013 1.2327
31 May 2013 1.2417
24 May 2013 1.2442
17 May 2013 1.2521
10 May 2013 1.2482
30 Apr 2013 1.2398
31 Mar 2013 1.2230
28 Feb 2013 1.2243
31 Jan 2013 1.2114
31 Dec 2012 1.1971
30 Nov 2012 1.1830
31 Oct 2012 1.1776
30 Sep 2012 1.1688
31 Aug 2012 1.1577
31 Jul 2012 1.1469
30 Jun 2012 1.1352
31 May 2012 1.1306
30 Apr 2012 1.1377
31 Mar 2012 1.1306
29 Feb 2012 1.1207
31 Jan 2012 1.1098
31 Dec 2011 1.0914
30 Nov 2011 1.0879
31 Oct 2011 1.0900
30 Sep 2011 1.0701
31 Aug 2011 1.0810
31 Jul 2011 1.0796
30 Jun 2011 1.0832
31 May 2011 1.0831
30 Apr 2011 1.0786
31 Mar 2011 1.0742
28 Feb 2011 1.0684
31 Jan 2011 1.0590
31 Dec 2010 1.0520
30 Nov 2010 1.0410
31 Oct 2010 1.0415
30 Sep 2010 1.0328
31 Aug 2010 1.0188
31 Jul 2010 1.0149
30 Jun 2010 1.0007
31 May 2010 1.0027
30 Apr 2010 1.0120
31 Mar 2010 1.0000
28 Feb 2010 0.9834
31 Jan 2010 0.9760
31 Dec 2009 0.9842
30 Nov 2009 0.9710
31 Oct 2009 0.9601
30 Sep 2009 0.9657
31 Aug 2009 0.9487
31 Jul 2009 0.9309
30 Jun 2009 0.9102
31 May 2009 0.8946
30 Apr 2009 0.8867
31 Mar 2009 0.8686
28 Feb 2009 0.8574
31 Jan 2009 0.8750
31 Dec 2008 0.8829
30 Nov 2008 0.8788
31 Oct 2008 0.8813
30 Sep 2008 0.9124
31 Aug 2008 0.9318
31 Jul 2008 0.9142
30 Jun 2008 0.9141
31 May 2008 0.9249
30 Apr 2008 0.9207
31 Mar 2008 0.9101
29 Feb 2008 0.9114
31 Jan 2008 0.9121
31 Dec 2007 0.9320
30 Nov 2007 0.9347
31 Oct 2007 0.9351
30 Sep 2007 0.9275
31 Aug 2007 0.9168
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.