Sustainable

Investment return

Latest returns for the period ended 31 Oct 2017
Rolling 1 month2.00%
Rolling 3 months3.48%
FYTD13.39%
Rolling 1 year14.05%
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

3.0% each year after fees and taxes.

CPI + 3.0% each year over rolling 5 year periods. Future returns can't be guaranteed.


Level of investment risk

Medium to high

Negative returns expected in 3 - 4 years out of every 20 years.

The Sustainable option commenced 1 December 2015.

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

Asset allocation

Asset class Benchmark % Range %
Australian shares 24.0 % 10-35%
International shares 29.0 % 15-40%
Listed property 5.0 % 0-15%
Private equity 2.0 % 0-10%
Unlisted property 6.5 % 0-15%
Unlisted infrastructure 6.5 % 0-15%
Emerging market debt 2.0 % 0-10%
Absolute return 3.0 % 0-10%
Alternative debt 4.0 % 0-10%
Australian fixed interest 5.0 % 0-15%
Global sovereign 5.0 % 0-15%
Global credit 4.0 % 0-15%
Cash 4.0 % 0-20%

Unit prices

Week ended Sell price
08 Dec 2017 1.2105
01 Dec 2017 1.2077
24 Nov 2017 1.2060
17 Nov 2017 1.2001
10 Nov 2017 1.1981
03 Nov 2017 1.1938
27 Oct 2017 1.1907
20 Oct 2017 1.1834
13 Oct 2017 1.1821
06 Oct 2017 1.1715
29 Sep 2017 1.1639
22 Sep 2017 1.1647
15 Sep 2017 1.1625
08 Sep 2017 1.1550
01 Sep 2017 1.1583
25 Aug 2017 1.1543
18 Aug 2017 1.1516
11 Aug 2017 1.1532
04 Aug 2017 1.1518
28 Jul 2017 1.1525
21 Jul 2017 1.1527
14 Jul 2017 1.1545
07 Jul 2017 1.1529
30 Jun 2017 1.1505
23 Jun 2017 1.1533
16 Jun 2017 1.1538
09 Jun 2017 1.1523
02 Jun 2017 1.1603
26 May 2017 1.1526
19 May 2017 1.1487
12 May 2017 1.1474
05 May 2017 1.1459
28 Apr 2017 1.1410
21 Apr 2017 1.1303
13 Apr 2017 1.1283
07 Apr 2017 1.1267
31 Mar 2017 1.1181
24 Mar 2017 1.1118
17 Mar 2017 1.1128
10 Mar 2017 1.1129
03 Mar 2017 1.1079
24 Feb 2017 1.1017
17 Feb 2017 1.0968
10 Feb 2017 1.0863
03 Feb 2017 1.0833
27 Jan 2017 1.0922
20 Jan 2017 1.0802
13 Jan 2017 1.0822
06 Jan 2017 1.0900
30 Dec 2016 1.0826
23 Dec 2016 1.0815
16 Dec 2016 1.0658
09 Dec 2016 1.0648
02 Dec 2016 1.0606
25 Nov 2016 1.0631
18 Nov 2016 1.0515
11 Nov 2016 1.0426
04 Nov 2016 1.0324
28 Oct 2016 1.0438
21 Oct 2016 1.0492
14 Oct 2016 1.0534
07 Oct 2016 1.0557
30 Sep 2016 1.0540
23 Sep 2016 1.0556
16 Sep 2016 1.0479
09 Sep 2016 1.0500
02 Sep 2016 1.0538
26 Aug 2016 1.0562
19 Aug 2016 1.0539
12 Aug 2016 1.0549
05 Aug 2016 1.0482
29 Jul 2016 1.0581
22 Jul 2016 1.0471
15 Jul 2016 1.0374
08 Jul 2016 1.0231
01 Jul 2016 1.0196
24 Jun 2016 1.0114
17 Jun 2016 1.0229
10 Jun 2016 1.0272
03 Jun 2016 1.0363
27 May 2016 1.0360
20 May 2016 1.0243
13 May 2016 1.0180
06 May 2016 1.0092
29 Apr 2016 1.0092
22 Apr 2016 1.0033
15 Apr 2016 0.9972
08 Apr 2016 0.9894
01 Apr 2016 0.9903
25 Mar 2016 0.9957
18 Mar 2016 0.9946
11 Mar 2016 0.9954
04 Mar 2016 0.9933
26 Feb 2016 0.9774
19 Feb 2016 0.9825
12 Feb 2016 0.9561
05 Feb 2016 0.9920
29 Jan 2016 1.0061
22 Jan 2016 1.0006
15 Jan 2016 0.9921
08 Jan 2016 1.0001
01 Jan 2016 1.0027
25 Dec 2015 0.9976
18 Dec 2015 0.9926
11 Dec 2015 0.9807
04 Dec 2015 0.9958
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.