International shares

Investment return

Latest returns for the period ended 30 Sep 2018
Rolling 1 month0.10%
Rolling 3 months4.73%
FYTD14.73%
Rolling 1 year15.97%
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

Date Sell price
15 Oct 2018 1.297972
12 Oct 2018 1.303648
11 Oct 2018 1.292700
10 Oct 2018 1.314738
09 Oct 2018 1.348920
08 Oct 2018 1.349386
05 Oct 2018 1.356164
04 Oct 2018 1.362021
03 Oct 2018 1.365749
02 Oct 2018 1.362178
01 Oct 2018 1.364094
28 Sep 2018 1.362003
27 Sep 2018 1.365083
26 Sep 2018 1.359714
25 Sep 2018 1.365103
24 Sep 2018 1.367552
21 Sep 2018 1.371115
20 Sep 2018 1.368258
19 Sep 2018 1.359054
18 Sep 2018 1.359338
17 Sep 2018 1.355377
14 Sep 2018 1.357215
13 Sep 2018 1.355099
12 Sep 2018 1.355903
11 Sep 2018 1.351248
10 Sep 2018 1.351608
07 Sep 2018 1.348842
06 Sep 2018 1.348430
05 Sep 2018 1.350481
04 Sep 2018 1.355426
03 Sep 2018 1.365415
31 Aug 2018 1.361373
30 Aug 2018 1.358537
29 Aug 2018 1.365422
28 Aug 2018 1.359257
27 Aug 2018 1.366867
24 Aug 2018 1.353960
23 Aug 2018 1.346787
22 Aug 2018 1.344490
21 Aug 2018 1.341254
20 Aug 2018 1.339908
17 Aug 2018 1.336024
16 Aug 2018 1.331917
15 Aug 2018 1.330050
14 Aug 2018 1.339989
13 Aug 2018 1.325444
10 Aug 2018 1.330177
09 Aug 2018 1.336070
08 Aug 2018 1.339159
07 Aug 2018 1.341140
06 Aug 2018 1.332975
03 Aug 2018 1.332232
02 Aug 2018 1.328704
01 Aug 2018 1.329232
31 Jul 2018 1.329769
30 Jul 2018 1.331054
27 Jul 2018 1.338847
26 Jul 2018 1.338438
25 Jul 2018 1.339873
24 Jul 2018 1.332815
23 Jul 2018 1.324737
20 Jul 2018 1.327830
19 Jul 2018 1.320959
18 Jul 2018 1.334072
17 Jul 2018 1.327384
16 Jul 2018 1.315371
13 Jul 2018 1.320266
12 Jul 2018 1.320590
11 Jul 2018 1.313926
10 Jul 2018 1.322612
09 Jul 2018 1.319010
06 Jul 2018 1.311889
05 Jul 2018 1.306120
04 Jul 2018 1.295502
03 Jul 2018 1.297234
02 Jul 2018 1.286434
30 Jun 2018 1.291842
29 Jun 2018 1.291842
28 Jun 2018 1.288088
27 Jun 2018 1.287025
26 Jun 2018 1.294294
25 Jun 2018 1.293009
22 Jun 2018 1.316235
21 Jun 2018 1.313419
20 Jun 2018 1.318539
19 Jun 2018 1.318714
18 Jun 2018 1.308846
15 Jun 2018 1.312861
14 Jun 2018 1.314082
13 Jun 2018 1.309819
12 Jun 2018 1.310173
08 Jun 2018 1.306438
07 Jun 2018 1.303661
06 Jun 2018 1.301727
05 Jun 2018 1.293095
04 Jun 2018 1.299403
01 Jun 2018 1.299579
31 May 2018 1.287920
30 May 2018 1.295586
29 May 2018 1.284965
28 May 2018 1.292379
25 May 2018 1.294320
24 May 2018 1.297886
23 May 2018 1.303578
22 May 2018 1.301688
21 May 2018 1.301553
18 May 2018 1.297922
17 May 2018 1.301347
16 May 2018 1.307762
15 May 2018 1.305496
14 May 2018 1.313495
11 May 2018 1.312218
10 May 2018 1.312826
09 May 2018 1.306806
08 May 2018 1.290828
07 May 2018 1.283460
04 May 2018 1.278995
03 May 2018 1.269445
02 May 2018 1.277252
01 May 2018 1.280979
30 Apr 2018 1.275820
27 Apr 2018 1.281366
26 Apr 2018 1.274834
24 Apr 2018 1.268770
23 Apr 2018 1.267873
20 Apr 2018 1.267512
19 Apr 2018 1.270672
18 Apr 2018 1.276766
17 Apr 2018 1.272852
16 Apr 2018 1.264054
13 Apr 2018 1.257662
12 Apr 2018 1.264084
11 Apr 2018 1.260967
10 Apr 2018 1.264964
09 Apr 2018 1.250628
06 Apr 2018 1.245988
05 Apr 2018 1.261496
04 Apr 2018 1.249720
03 Apr 2018 1.246454
29 Mar 2018 1.255458
28 Mar 2018 1.245154
27 Mar 2018 1.247778
26 Mar 2018 1.253133
23 Mar 2018 1.234500
22 Mar 2018 1.264175
21 Mar 2018 1.286627
20 Mar 2018 1.289112
19 Mar 2018 1.274828
16 Mar 2018 1.277858
15 Mar 2018 1.268795
14 Mar 2018 1.271239
13 Mar 2018 1.281731
12 Mar 2018 1.288126
09 Mar 2018 1.291050
08 Mar 2018 1.273779
07 Mar 2018 1.272563
06 Mar 2018 1.274125
05 Mar 2018 1.265052
02 Mar 2018 1.255530
01 Mar 2018 1.258416
28 Feb 2018 1.267468
27 Feb 2018 1.276845
26 Feb 2018 1.286416
23 Feb 2018 1.277539
22 Feb 2018 1.264699
21 Feb 2018 1.262028
20 Feb 2018 1.258325
19 Feb 2018 1.266873
16 Feb 2018 1.264794
15 Feb 2018 1.263000
14 Feb 2018 1.249773
13 Feb 2018 1.232448
12 Feb 2018 1.228744
09 Feb 2018 1.218742
08 Feb 2018 1.213875
07 Feb 2018 1.241489
06 Feb 2018 1.243600
05 Feb 2018 1.244027
02 Feb 2018 1.270659
01 Feb 2018 1.287836
31 Jan 2018 1.284503
30 Jan 2018 1.282606
29 Jan 2018 1.305393
25 Jan 2018 1.304906
24 Jan 2018 1.306169
23 Jan 2018 1.304219
22 Jan 2018 1.300874
19 Jan 2018 1.291599
18 Jan 2018 1.288369
17 Jan 2018 1.290885
16 Jan 2018 1.284299
15 Jan 2018 1.291366
12 Jan 2018 1.289489
11 Jan 2018 1.278095
10 Jan 2018 1.277615
09 Jan 2018 1.276854
08 Jan 2018 1.282172
05 Jan 2018 1.280714
04 Jan 2018 1.272386
03 Jan 2018 1.265248
02 Jan 2018 1.255104
29 Dec 2017 1.258104
28 Dec 2017 1.257838
27 Dec 2017 1.257612
22 Dec 2017 1.260811
21 Dec 2017 1.266430
20 Dec 2017 1.263396
19 Dec 2017 1.260858
18 Dec 2017 1.269774
15 Dec 2017 1.258214
14 Dec 2017 1.254254
13 Dec 2017 1.266691
12 Dec 2017 1.269875
11 Dec 2017 1.260631
08 Dec 2017 1.256760
07 Dec 2017 1.247180
06 Dec 2017 1.241436
05 Dec 2017 1.239066
04 Dec 2017 1.254694
01 Dec 2017 1.258009
30 Nov 2017 1.261434
29 Nov 2017 1.258139
28 Nov 2017 1.257501
27 Nov 2017 1.258370
24 Nov 2017 1.258756
23 Nov 2017 1.255141
22 Nov 2017 1.256903
21 Nov 2017 1.256063
20 Nov 2017 1.243498
17 Nov 2017 1.240773
16 Nov 2017 1.236495
15 Nov 2017 1.228250
14 Nov 2017 1.226423
13 Nov 2017 1.225796
10 Nov 2017 1.226032
09 Nov 2017 1.227828
08 Nov 2017 1.235203
07 Nov 2017 1.230266
06 Nov 2017 1.231239
03 Nov 2017 1.228499
02 Nov 2017 1.226049
01 Nov 2017 1.229399
31 Oct 2017 1.224405
30 Oct 2017 1.219348
27 Oct 2017 1.221408
26 Oct 2017 1.213763
25 Oct 2017 1.209272
24 Oct 2017 1.203764
23 Oct 2017 1.188879
20 Oct 2017 1.192220
19 Oct 2017 1.190681
18 Oct 2017 1.191812
17 Oct 2017 1.204274
16 Oct 2017 1.205016
13 Oct 2017 1.207379
12 Oct 2017 1.205907
11 Oct 2017 1.208569
10 Oct 2017 1.203654
09 Oct 2017 1.193463
06 Oct 2017 1.192943
05 Oct 2017 1.187356
04 Oct 2017 1.181874
03 Oct 2017 1.185906
02 Oct 2017 1.167507
29 Sep 2017 1.165234
28 Sep 2017 1.161170
27 Sep 2017 1.158390
26 Sep 2017 1.149608
25 Sep 2017 1.156569
22 Sep 2017 1.166304
21 Sep 2017 1.159683
20 Sep 2017 1.161873
19 Sep 2017 1.164118
18 Sep 2017 1.156519
15 Sep 2017 1.156256
14 Sep 2017 1.152514
13 Sep 2017 1.154156
12 Sep 2017 1.155288
11 Sep 2017 1.152666
08 Sep 2017 1.140089
07 Sep 2017 1.146433
06 Sep 2017 1.142772
05 Sep 2017 1.141954
04 Sep 2017 1.151279
01 Sep 2017 1.156129
31 Aug 2017 1.155104
30 Aug 2017 1.142401
29 Aug 2017 1.147665
28 Aug 2017 1.146239
25 Aug 2017 1.142559
24 Aug 2017 1.140919
23 Aug 2017 1.141357
22 Aug 2017 1.138732
21 Aug 2017 1.130535
18 Aug 2017 1.130357
17 Aug 2017 1.130051
16 Aug 2017 1.146578
15 Aug 2017 1.144395
14 Aug 2017 1.149209
11 Aug 2017 1.142741
10 Aug 2017 1.143175
09 Aug 2017 1.154638
08 Aug 2017 1.155829
07 Aug 2017 1.145408
04 Aug 2017 1.142360
03 Aug 2017 1.146223
02 Aug 2017 1.143990
01 Aug 2017 1.140149
31 Jul 2017 1.141135
28 Jul 2017 1.140325
27 Jul 2017 1.136370
26 Jul 2017 1.147423
25 Jul 2017 1.142854
24 Jul 2017 1.140088
21 Jul 2017 1.141626
20 Jul 2017 1.139995
19 Jul 2017 1.137610
18 Jul 2017 1.136000
17 Jul 2017 1.152022
14 Jul 2017 1.156484
13 Jul 2017 1.153729
12 Jul 2017 1.154152
11 Jul 2017 1.146157
10 Jul 2017 1.148406
07 Jul 2017 1.148078
06 Jul 2017 1.145029
05 Jul 2017 1.150178
04 Jul 2017 1.149310
03 Jul 2017 1.145794
01 Jul 2017 1.143132
30 Jun 2017 1.143132
29 Jun 2017 1.147931
28 Jun 2017 1.158204
27 Jun 2017 1.149884
26 Jun 2017 1.152013
23 Jun 2017 1.152403
22 Jun 2017 1.150199
21 Jun 2017 1.146435
20 Jun 2017 1.144089
19 Jun 2017 1.155607
16 Jun 2017 1.148593
15 Jun 2017 1.146424
14 Jun 2017 1.162002
13 Jun 2017 1.153658
09 Jun 2017 1.154345
08 Jun 2017 1.155220
07 Jun 2017 1.157734
06 Jun 2017 1.162832
05 Jun 2017 1.173611
02 Jun 2017 1.182057
01 Jun 2017 1.174669
31 May 2017 1.159864
30 May 2017 1.159701
29 May 2017 1.166786
26 May 2017 1.167298
25 May 2017 1.160097
24 May 2017 1.157928
23 May 2017 1.154531
22 May 2017 1.166826
19 May 2017 1.160278
18 May 2017 1.149092
17 May 2017 1.155354
16 May 2017 1.155913
15 May 2017 1.154172
12 May 2017 1.148474
11 May 2017 1.151355
10 May 2017 1.151861
09 May 2017 1.152653
08 May 2017 1.148599
05 May 2017 1.153837
04 May 2017 1.144590
03 May 2017 1.134259
02 May 2017 1.130900
01 May 2017 1.133147
28 Apr 2017 1.133069
27 Apr 2017 1.133539
26 Apr 2017 1.132037
24 Apr 2017 1.121027
21 Apr 2017 1.105373
20 Apr 2017 1.111143
19 Apr 2017 1.103028
18 Apr 2017 1.098591
13 Apr 2017 1.095758
12 Apr 2017 1.106792
11 Apr 2017 1.107650
10 Apr 2017 1.107516
07 Apr 2017 1.105179
06 Apr 2017 1.104743
05 Apr 2017 1.101428
04 Apr 2017 1.103065
03 Apr 2017 1.101270
02 Apr 2017 1.096400
01 Apr 2017 1.096400
31 Mar 2017 1.094588
30 Mar 2017 1.098044
29 Mar 2017 1.099147
28 Mar 2017 1.106261
27 Mar 2017 1.098518
24 Mar 2017 1.098070
23 Mar 2017 1.092610
22 Mar 2017 1.091267
21 Mar 2017 1.093270
20 Mar 2017 1.098211
17 Mar 2017 1.101182
16 Mar 2017 1.101429
15 Mar 2017 1.101078
14 Mar 2017 1.094342
13 Mar 2017 1.097883
10 Mar 2017 1.096595
09 Mar 2017 1.090908
08 Mar 2017 1.086870
07 Mar 2017 1.087200
06 Mar 2017 1.094421
03 Mar 2017 1.095726
02 Mar 2017 1.089118
01 Mar 2017 1.094509
28 Feb 2017 1.083806
27 Feb 2017 1.085014
24 Feb 2017 1.082613
23 Feb 2017 1.087271
22 Feb 2017 1.085565
21 Feb 2017 1.086455
20 Feb 2017 1.077757
17 Feb 2017 1.073467
16 Feb 2017 1.074322
15 Feb 2017 1.074649
14 Feb 2017 1.069679
13 Feb 2017 1.066432
10 Feb 2017 1.063630
09 Feb 2017 1.064050
08 Feb 2017 1.059618
07 Feb 2017 1.055143
06 Feb 2017 1.058455
03 Feb 2017 1.060587
02 Feb 2017 1.057053
01 Feb 2017 1.061931
31 Jan 2017 1.059722
30 Jan 2017 1.067613
27 Jan 2017 1.076349
25 Jan 2017 1.077157
24 Jan 2017 1.066265
23 Jan 2017 1.060537
20 Jan 2017 1.056463
19 Jan 2017 1.057901
18 Jan 2017 1.063480
17 Jan 2017 1.062797
16 Jan 2017 1.061587
13 Jan 2017 1.063623
12 Jan 2017 1.063639
11 Jan 2017 1.064553
10 Jan 2017 1.067725
09 Jan 2017 1.078372
06 Jan 2017 1.085867
05 Jan 2017 1.085596
04 Jan 2017 1.080868
03 Jan 2017 1.079332
30 Dec 2016 1.076067
29 Dec 2016 1.077795
28 Dec 2016 1.080283
23 Dec 2016 1.083774
22 Dec 2016 1.080710
21 Dec 2016 1.080598
20 Dec 2016 1.082580
19 Dec 2016 1.061679
16 Dec 2016 1.051707
15 Dec 2016 1.048245
14 Dec 2016 1.052558
13 Dec 2016 1.059845
12 Dec 2016 1.043211
09 Dec 2016 1.045053
08 Dec 2016 1.041413
07 Dec 2016 1.044556
06 Dec 2016 1.029926
05 Dec 2016 1.029193
02 Dec 2016 1.030077
01 Dec 2016 1.029417
30 Nov 2016 1.025917
29 Nov 2016 1.027154
28 Nov 2016 1.029200
25 Nov 2016 1.032511
24 Nov 2016 1.033820
23 Nov 2016 1.031215
22 Nov 2016 1.036760
21 Nov 2016 1.027703
18 Nov 2016 1.014716
17 Nov 2016 1.015619
16 Nov 2016 1.005410
15 Nov 2016 1.006510
14 Nov 2016 0.987527
11 Nov 2016 0.987913
10 Nov 2016 0.992321
09 Nov 2016 1.003588
08 Nov 2016 0.990643
07 Nov 2016 0.994041
04 Nov 2016 0.979937
03 Nov 2016 0.986452
02 Nov 2016 0.991300
01 Nov 2016 0.994136
31 Oct 2016 0.999964
28 Oct 2016 1.000932
27 Oct 2016 1.000812
26 Oct 2016 0.999655
25 Oct 2016 1.005845
24 Oct 2016 1.001380
21 Oct 2016 0.997834
20 Oct 2016 0.998465
19 Oct 2016 0.999878
18 Oct 2016 0.995187
17 Oct 2016 0.992125
14 Oct 2016 0.997864
13 Oct 2016 0.999623
12 Oct 2016 1.001886
11 Oct 2016 1.008294
10 Oct 2016 1.006297
07 Oct 2016 1.003403
06 Oct 2016 1.006804
05 Oct 2016 1.004499
04 Oct 2016 1.001640
03 Oct 2016 1.015058
30 Sep 2016 1.015543
29 Sep 2016 1.007776
28 Sep 2016 1.011876
27 Sep 2016 1.011097
26 Sep 2016 1.014795
23 Sep 2016 1.022990
22 Sep 2016 1.030377
21 Sep 2016 1.022034
20 Sep 2016 1.013759
19 Sep 2016 1.014853
16 Sep 2016 1.013308
15 Sep 2016 1.021761
14 Sep 2016 1.013628
13 Sep 2016 1.011420
12 Sep 2016 1.021684
09 Sep 2016 1.010407
08 Sep 2016 1.028315
07 Sep 2016 1.032169
06 Sep 2016 1.031012
05 Sep 2016 1.019421
02 Sep 2016 1.019097
01 Sep 2016 1.013454
31 Aug 2016 1.015203
30 Aug 2016 1.013282
29 Aug 2016 1.017920
26 Aug 2016 1.015282
25 Aug 2016 1.015520
24 Aug 2016 1.019763
23 Aug 2016 1.022448
22 Aug 2016 1.023015
19 Aug 2016 1.021025
18 Aug 2016 1.019681
17 Aug 2016 1.018497
16 Aug 2016 1.016512
15 Aug 2016 1.027600
12 Aug 2016 1.021630
11 Aug 2016 1.021170
10 Aug 2016 1.016227
09 Aug 2016 1.019894
08 Aug 2016 1.009861
05 Aug 2016 1.004529
04 Aug 2016 1.003412
03 Aug 2016 1.002587
02 Aug 2016 1.008842
01 Aug 2016 1.027058
29 Jul 2016 1.028133
28 Jul 2016 1.018404
27 Jul 2016 1.018761
26 Jul 2016 1.015760
25 Jul 2016 1.009425
22 Jul 2016 1.013340
21 Jul 2016 1.010447
20 Jul 2016 1.010251
19 Jul 2016 1.004267
18 Jul 2016 1.001494
15 Jul 2016 0.996697
14 Jul 2016 0.999033
13 Jul 2016 0.993152
12 Jul 2016 0.993234
11 Jul 2016 0.985763
08 Jul 2016 0.982045
07 Jul 2016 0.969663
06 Jul 2016 0.972871
05 Jul 2016 0.971104
04 Jul 2016 0.976360
01 Jul 2016 0.978936
30 Jun 2016 0.977988
29 Jun 2016 0.968760
28 Jun 2016 0.946851
27 Jun 2016 0.933259
24 Jun 2016 0.957982
23 Jun 2016 0.998979
22 Jun 2016 0.990159
21 Jun 2016 0.990135
20 Jun 2016 0.994494
17 Jun 2016 0.980983
16 Jun 2016 0.977269
15 Jun 2016 0.978976
14 Jun 2016 0.975345
10 Jun 2016 0.987805
09 Jun 2016 0.999604
08 Jun 2016 1.004762
07 Jun 2016 1.002489
06 Jun 2016 1.014300
03 Jun 2016 1.012877
02 Jun 2016 1.010642
01 Jun 2016 1.003681
31 May 2016 1.007142
30 May 2016 1.016242
27 May 2016 1.012400
26 May 2016 1.011927
25 May 2016 1.008591
24 May 2016 1.000430
23 May 2016 0.981722
20 May 2016 0.983572
19 May 2016 0.980006
18 May 2016 0.984201
17 May 2016 0.980735
16 May 2016 0.985526
13 May 2016 0.977492
12 May 2016 0.983979
11 May 2016 0.982572
10 May 2016 0.989509
09 May 2016 0.969883
06 May 2016 0.969465
05 May 2016 0.961262
04 May 2016 0.963221
03 May 2016 0.969545
02 May 2016 0.980226
29 Apr 2016 0.972965
28 Apr 2016 0.977846
27 Apr 2016 0.977945
26 Apr 2016 0.970313
22 Apr 2016 0.965697
21 Apr 2016 0.965706
20 Apr 2016 0.972906
19 Apr 2016 0.970057
18 Apr 2016 0.964699
15 Apr 2016 0.958270
14 Apr 2016 0.962100
13 Apr 2016 0.960388
12 Apr 2016 0.951661
11 Apr 2016 0.957005
08 Apr 2016 0.956196
07 Apr 2016 0.943494
06 Apr 2016 0.952748
05 Apr 2016 0.941238
04 Apr 2016 0.957081
01 Apr 2016 0.954542
31 Mar 2016 0.958929
30 Mar 2016 0.963262
29 Mar 2016 0.954170
25 Mar 2016 0.952200
24 Mar 2016 0.947015
23 Mar 2016 0.943112
22 Mar 2016 0.954789
21 Mar 2016 0.955181
18 Mar 2016 0.951635
17 Mar 2016 0.950197
16 Mar 2016 0.943362
15 Mar 2016 0.939958
14 Mar 2016 0.944438
11 Mar 2016 0.952117
10 Mar 2016 0.933278
09 Mar 2016 0.937995
08 Mar 2016 0.936573
07 Mar 2016 0.946962
04 Mar 2016 0.949934
03 Mar 2016 0.945600
02 Mar 2016 0.959085
01 Mar 2016 0.958919
29 Feb 2016 0.934169
26 Feb 2016 0.931429
25 Feb 2016 0.936130
24 Feb 2016 0.924617
23 Feb 2016 0.925574
22 Feb 2016 0.941239
19 Feb 2016 0.934791
17 Feb 2016 0.938643
16 Feb 2016 0.920275
15 Feb 2016 0.906359
12 Feb 2016 0.898175
11 Feb 2016 0.890992
10 Feb 2016 0.905189
09 Feb 2016 0.921007
08 Feb 2016 0.914814
05 Feb 2016 0.921412
04 Feb 2016 0.933921
03 Feb 2016 0.936405
02 Feb 2016 0.931688
01 Feb 2016 0.940545
29 Jan 2016 0.935853
28 Jan 2016 0.921765
27 Jan 2016 0.923662
25 Jan 2016 0.930864
22 Jan 2016 0.941200
20 Jan 2016 0.926445
19 Jan 2016 0.950868
18 Jan 2016 0.943612
15 Jan 2016 0.943582
14 Jan 2016 0.963233
13 Jan 2016 0.952141
12 Jan 2016 0.966800
11 Jan 2016 0.964544
08 Jan 2016 0.960700
05 Jan 2016 0.960708
04 Jan 2016 0.956131
01 Jan 2016 0.975100
31 Dec 2015 0.970393
30 Dec 2015 0.978468
29 Dec 2015 0.989113
25 Dec 2015 0.983300
24 Dec 2015 0.984567
23 Dec 2015 0.984281
22 Dec 2015 0.977370
18 Dec 2015 0.973724
17 Dec 2015 0.981675
16 Dec 2015 0.978072
11 Dec 2015 0.960280
10 Dec 2015 0.973642
09 Dec 2015 0.979369
08 Dec 2015 0.981577
07 Dec 2015 0.982068
04 Dec 2015 0.990516
03 Dec 2015 0.978978
02 Dec 2015 0.990052
01 Dec 2015 1.002623
30 Nov 2015 1.000000
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.