International shares

Investment return

Latest returns for the period ended 31 Oct 2017
Rolling 1 month3.92%
Rolling 3 months7.11%
FYTD16.69%
Rolling 1 year22.03%
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 International shares option commenced 1 December 2015.

Asset allocation

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

Unit prices

Week ended Sell price
08 Dec 2017 1.2568
01 Dec 2017 1.2580
24 Nov 2017 1.2588
17 Nov 2017 1.2408
10 Nov 2017 1.2260
03 Nov 2017 1.2285
27 Oct 2017 1.2214
20 Oct 2017 1.1922
13 Oct 2017 1.2074
06 Oct 2017 1.1929
29 Sep 2017 1.1652
22 Sep 2017 1.1663
15 Sep 2017 1.1563
08 Sep 2017 1.1401
01 Sep 2017 1.1561
25 Aug 2017 1.1426
18 Aug 2017 1.1304
11 Aug 2017 1.1427
04 Aug 2017 1.1424
28 Jul 2017 1.1403
21 Jul 2017 1.1416
14 Jul 2017 1.1565
07 Jul 2017 1.1481
30 Jun 2017 1.1431
23 Jun 2017 1.1524
16 Jun 2017 1.1486
09 Jun 2017 1.1543
02 Jun 2017 1.1821
26 May 2017 1.1673
19 May 2017 1.1603
12 May 2017 1.1485
05 May 2017 1.1538
28 Apr 2017 1.1331
21 Apr 2017 1.1054
13 Apr 2017 1.0958
07 Apr 2017 1.1052
31 Mar 2017 1.0946
24 Mar 2017 1.0981
17 Mar 2017 1.1012
10 Mar 2017 1.0966
03 Mar 2017 1.0957
24 Feb 2017 1.0826
17 Feb 2017 1.0735
10 Feb 2017 1.0636
03 Feb 2017 1.0606
27 Jan 2017 1.0763
20 Jan 2017 1.0565
13 Jan 2017 1.0636
06 Jan 2017 1.0859
30 Dec 2016 1.0761
23 Dec 2016 1.0838
16 Dec 2016 1.0517
09 Dec 2016 1.0451
02 Dec 2016 1.0301
25 Nov 2016 1.0325
18 Nov 2016 1.0147
11 Nov 2016 0.9879
04 Nov 2016 0.9799
28 Oct 2016 1.0009
21 Oct 2016 0.9978
14 Oct 2016 0.9979
07 Oct 2016 1.0034
30 Sep 2016 1.0155
23 Sep 2016 1.0230
16 Sep 2016 1.0133
09 Sep 2016 1.0104
02 Sep 2016 1.0191
26 Aug 2016 1.0153
19 Aug 2016 1.0210
12 Aug 2016 1.0216
05 Aug 2016 1.0045
29 Jul 2016 1.0281
22 Jul 2016 1.0133
15 Jul 2016 0.9967
08 Jul 2016 0.9820
01 Jul 2016 0.9789
24 Jun 2016 0.9580
17 Jun 2016 0.9810
10 Jun 2016 0.9878
03 Jun 2016 1.0129
27 May 2016 1.0124
20 May 2016 0.9836
13 May 2016 0.9775
06 May 2016 0.9695
29 Apr 2016 0.9695
22 Apr 2016 0.9657
15 Apr 2016 0.9583
08 Apr 2016 0.9562
01 Apr 2016 0.9545
25 Mar 2016 0.9522
18 Mar 2016 0.9516
11 Mar 2016 0.9521
04 Mar 2016 0.9499
26 Feb 2016 0.9314
19 Feb 2016 0.9348
12 Feb 2016 0.8982
05 Feb 2016 0.9214
29 Jan 2016 0.9359
22 Jan 2016 0.9412
15 Jan 2016 0.9436
08 Jan 2016 0.9607
01 Jan 2016 0.9751
25 Dec 2015 0.9833
18 Dec 2015 0.9737
11 Dec 2015 0.9603
04 Dec 2015 0.9905
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.