Growth

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 31 Jul 2017
Rolling 1 month-0.18%
Rolling 3 months-0.03%
FYTD1-0.18%
Rolling 1 year8.81%
Rolling 3 years28.96%
Rolling 5 years212.40%
Rolling 7 years29.99%
Rolling 10 years2N/A
  • 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.

Investment return objective

4.0% each year after fees and taxes.

CPI + 4.0% each year over rolling 10 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.

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

Asset allocation

Asset class Benchmark % Range %
Australian shares 30.0 % 15-45%
International shares 39.0 % 20-50%
Listed property 6.0 % 0-15%
Private equity 3.0 % 0-10%
Unlisted property 5.0 % 0-15%
Unlisted infrastructure 5.0 % 0-15%
Emerging market debt 2.0 % 0-7%
Absolute return 2.5 % 0-15%
Alternative debt 3.5 % 0-7%
Australian fixed interest 1.0 % 0-7%
Global fixed interest 2.0 % 0-7%
Cash 1.0 % 0-7%

Unit prices

Week ended Sell price
18 Aug 2017 1.8692
11 Aug 2017 1.8746
04 Aug 2017 1.8725
28 Jul 2017 1.8718
21 Jul 2017 1.8744
14 Jul 2017 1.8871
07 Jul 2017 1.8767
30 Jun 2017 1.8678
23 Jun 2017 1.8734
16 Jun 2017 1.8773
09 Jun 2017 1.8721
02 Jun 2017 1.9014
26 May 2017 1.8863
19 May 2017 1.8763
12 May 2017 1.8738
05 May 2017 1.8763
28 Apr 2017 1.8702
21 Apr 2017 1.8436
13 Apr 2017 1.8413
07 Apr 2017 1.8445
31 Mar 2017 1.8332
24 Mar 2017 1.8223
17 Mar 2017 1.8227
10 Mar 2017 1.8244
03 Mar 2017 1.8142
24 Feb 2017 1.8006
17 Feb 2017 1.7999
10 Feb 2017 1.7828
03 Feb 2017 1.7765
27 Jan 2017 1.7946
20 Jan 2017 1.7767
13 Jan 2017 1.7921
06 Jan 2017 1.8089
30 Dec 2016 1.7910
23 Dec 2016 1.7933
16 Dec 2016 1.7575
09 Dec 2016 1.7539
02 Dec 2016 1.7322
25 Nov 2016 1.7387
18 Nov 2016 1.7140
11 Nov 2016 1.6922
04 Nov 2016 1.6716
28 Oct 2016 1.6949
21 Oct 2016 1.7071
14 Oct 2016 1.7128
07 Oct 2016 1.7180
30 Sep 2016 1.7213
23 Sep 2016 1.7263
16 Sep 2016 1.7109
09 Sep 2016 1.7102
02 Sep 2016 1.7171
26 Aug 2016 1.7300
19 Aug 2016 1.7252
12 Aug 2016 1.7236
05 Aug 2016 1.7081
29 Jul 2016 1.7310
22 Jul 2016 1.7101
15 Jul 2016 1.6917
08 Jul 2016 1.6650
01 Jul 2016 1.6625
24 Jun 2016 1.6409
17 Jun 2016 1.6597
10 Jun 2016 1.6749
03 Jun 2016 1.6916
27 May 2016 1.6958
20 May 2016 1.6704
13 May 2016 1.6611
06 May 2016 1.6474
29 Apr 2016 1.6474
22 Apr 2016 1.6372
15 Apr 2016 1.6233
08 Apr 2016 1.6017
01 Apr 2016 1.6039
25 Mar 2016 1.6122
18 Mar 2016 1.6166
11 Mar 2016 1.6155
04 Mar 2016 1.6065
26 Feb 2016 1.5673
19 Feb 2016 1.5746
12 Feb 2016 1.5315
05 Feb 2016 1.5657
29 Jan 2016 1.5780
22 Jan 2016 1.5728
15 Jan 2016 1.5806
08 Jan 2016 1.6012
01 Jan 2016 1.6313
25 Dec 2015 1.6277
18 Dec 2015 1.6097
11 Dec 2015 1.5902
04 Dec 2015 1.6232
27 Nov 2015 1.6272
20 Nov 2015 1.6376
13 Nov 2015 1.6066
06 Nov 2015 1.6487
30 Oct 2015 1.6405
23 Oct 2015 1.6426
16 Oct 2015 1.6204
09 Oct 2015 1.6122
02 Oct 2015 1.5798
25 Sep 2015 1.5771
18 Sep 2015 1.5870
11 Sep 2015 1.5847
04 Sep 2015 1.5749
28 Aug 2015 1.6000
21 Aug 2015 1.5823
14 Aug 2015 1.6215
07 Aug 2015 1.6355
31 Jul 2015 1.6674
24 Jul 2015 1.6461
17 Jul 2015 1.6582
10 Jul 2015 1.6224
03 Jul 2015 1.6190
26 Jun 2015 1.6341
19 Jun 2015 1.6283
12 Jun 2015 1.6251
05 Jun 2015 1.6285
29 May 2015 1.6574
22 May 2015 1.6457
15 May 2015 1.6310
08 May 2015 1.6263
01 May 2015 1.6434
24 Apr 2015 1.6628
17 Apr 2015 1.6527
10 Apr 2015 1.6688
03 Apr 2015 1.6415
27 Mar 2015 1.6296
20 Mar 2015 1.6453
13 Mar 2015 1.6202
06 Mar 2015 1.6283
27 Feb 2015 1.6315
20 Feb 2015 1.6237
13 Feb 2015 1.6204
06 Feb 2015 1.5957
30 Jan 2015 1.5638
23 Jan 2015 1.5510
16 Jan 2015 1.5087
09 Jan 2015 1.5282
02 Jan 2015 1.5253
26 Dec 2014 1.5315
19 Dec 2014 1.5164
12 Dec 2014 1.4851
05 Dec 2014 1.5131
28 Nov 2014 1.4995
21 Nov 2014 1.4863
14 Nov 2014 1.4822
07 Nov 2014 1.4896
31 Oct 2014 1.4763
24 Oct 2014 1.4521
17 Oct 2014 1.4254
10 Oct 2014 1.4280
03 Oct 2014 1.4472
26 Sep 2014 1.4615
19 Sep 2014 1.4733
12 Sep 2014 1.4746
05 Sep 2014 1.4695
29 Aug 2014 1.4673
22 Aug 2014 1.4633
15 Aug 2014 1.4457
08 Aug 2014 1.4246
01 Aug 2014 1.4397
25 Jul 2014 1.4484
18 Jul 2014 1.4414
04 Jul 2014 1.4340
27 Jun 2014 1.4294
20 Jun 2014 1.4259
13 Jun 2014 1.4193
06 Jun 2014 1.4235
30 May 2014 1.4209
23 May 2014 1.4162
16 May 2014 1.4031
02 May 2014 1.3974
25 Apr 2014 1.3966
18 Apr 2014 1.3831
11 Apr 2014 1.3665
04 Apr 2014 1.3804
28 Mar 2014 1.3706
21 Mar 2014 1.3712
14 Mar 2014 1.3669
07 Mar 2014 1.3896
28 Feb 2014 1.3923
21 Feb 2014 1.3807
14 Feb 2014 1.3682
07 Feb 2014 1.3439
31 Jan 2014 1.3569
24 Jan 2014 1.3712
17 Jan 2014 1.3832
10 Jan 2014 1.3761
03 Jan 2014 1.3771
27 Dec 2013 1.3731
20 Dec 2013 1.3579
13 Dec 2013 1.3289
06 Dec 2013 1.3383
29 Nov 2013 1.3498
22 Nov 2013 1.3426
15 Nov 2013 1.3400
08 Nov 2013 1.3295
01 Nov 2013 1.3297
25 Oct 2013 1.3220
18 Oct 2013 1.3131
11 Oct 2013 1.2990
04 Oct 2013 1.2940
27 Sep 2013 1.3060
20 Sep 2013 1.3042
13 Sep 2013 1.2931
06 Sep 2013 1.2743
30 Aug 2013 1.2679
23 Aug 2013 1.2730
16 Aug 2013 1.2668
09 Aug 2013 1.2640
02 Aug 2013 1.2772
26 Jul 2013 1.2525
19 Jul 2013 1.2420
12 Jul 2013 1.2359
05 Jul 2013 1.2147
28 Jun 2013 1.2104
21 Jun 2013 1.1967
14 Jun 2013 1.2040
07 Jun 2013 1.2062
31 May 2013 1.2325
24 May 2013 1.2357
17 May 2013 1.2556
10 May 2013 1.2518
30 Apr 2013 1.2278
31 Mar 2013 1.1991
28 Feb 2013 1.2078
31 Jan 2013 1.1795
31 Dec 2012 1.1410
30 Nov 2012 1.1105
31 Oct 2012 1.1021
30 Sep 2012 1.0867
31 Aug 2012 1.0652
31 Jul 2012 1.0461
30 Jun 2012 1.0263
31 May 2012 1.0199
30 Apr 2012 1.0644
31 Mar 2012 1.0608
29 Feb 2012 1.0434
31 Jan 2012 1.0167
31 Dec 2011 0.9789
30 Nov 2011 0.9839
31 Oct 2011 1.0007
30 Sep 2011 0.9505
31 Aug 2011 0.9918
31 Jul 2011 1.0187
30 Jun 2011 1.0442
31 May 2011 1.0559
30 Apr 2011 1.0592
31 Mar 2011 1.0599
28 Feb 2011 1.0530
31 Jan 2011 1.0344
31 Dec 2010 1.0273
30 Nov 2010 1.0021
31 Oct 2010 1.0047
30 Sep 2010 0.9873
31 Aug 2010 0.9515
31 Jul 2010 0.9639
30 Jun 2010 0.9378
31 May 2010 0.9581
30 Apr 2010 1.0057
31 Mar 2010 1.0000
28 Feb 2010 0.9587
31 Jan 2010 0.9474
31 Dec 2009 0.9843
30 Nov 2009 0.9512
31 Oct 2009 0.9330
30 Sep 2009 0.9530
31 Aug 2009 0.9193
31 Jul 2009 0.8859
30 Jun 2009 0.8382
31 May 2009 0.8184
30 Apr 2009 0.8062
31 Mar 2009 0.7671
28 Feb 2009 0.7441
31 Jan 2009 0.7876
31 Dec 2008 0.8101
30 Nov 2008 0.8150
31 Oct 2008 0.8483
30 Sep 2008 0.9329
31 Aug 2008 0.9998
31 Jul 2008 0.9656
30 Jun 2008 0.9839
31 May 2008 1.0388
30 Apr 2008 1.0282
31 Mar 2008 0.9991
29 Feb 2008 1.0166
31 Jan 2008 1.0271
31 Dec 2007 1.1126
30 Nov 2007 1.1256
31 Oct 2007 1.1459
30 Sep 2007 1.1312
31 Aug 2007 1.1028
Download history

Definitions

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.