Pension performance

Latest returns for the period ended 30 November 2018

Investment option Rolling 1mth Rolling 3mth FYTD1 Rolling 1yr Rolling 3yrs2 Rolling 5yrs2 Rolling 7yrs2 Rolling 10yrs2
Property 1.16% 2.17% 3.48% 10.29% - - - -
Growth -0.92% -5.05% -2.25% 2.91% 8.23% 8.90% 11.23% 9.78%
Sustainable -0.68% -3.94% -1.29% 2.07% 7.30% - - -
Balanced -0.74% -3.82% -1.44% 3.22% 7.34% 8.10% 9.80% 8.98%
Moderate -0.36% -1.70% -0.09% 3.35% 5.73% - - -
Conservative -0.09% -0.84% 0.33% 2.64% 4.57% 5.43% 6.43% 6.72%
Australian shares -2.47% -9.52% -7.40% -0.02% 8.78% - - -
International shares -0.85% -6.34% -2.01% 1.59% 8.48% - - -
Fixed interest 0.30% -0.17% 0.16% 0.54% 2.84% - - -
Cash 0.18% 0.56% 0.95% 2.16% 2.16% 2.55% 2.86% 3.54%
  • 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.

Options will only show performance history since they were introduced by Tasplan.

Property was introduced on 1 April 2017.

Moderate, Sustainable, Australian shares, International shares, Fixed interest were introduced on 1 December 2015.

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.

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Historical returns

Financial year returns to 30 June
Options 2018 2017 2016 2015 2014 2013 2012 2011 2010 2009
Property   11.27% 2.38% - - - - - - - -
Growth   12.78% 12.31% 3.63% 13.00% 17.65% 18.40% -1.70% 11.40% 11.90% -14.80%
Sustainable   8.41% 12.37% - - - - - - - -
Balanced   10.72% 10.18% 4.62% 11.28% 14.64% 14.80% 1.00% 10.40% 11.50% -8.40%
Moderate   7.00% 7.35% - - - - - - - -
Conservative   4.98% 5.40% 4.92% 7.35% 9.14% 8.70% 4.80% 8.20% 9.90% -0.40%
Australian shares   15.67% 14.82% - - - - - - - -
International shares   13.69% 16.06% - - - - - - - -
Fixed interest   2.07% 1.51% - - - - - - - -
Cash   2.15% 2.00% 2.71% 3.05% 3.12% 3.40% 4.80% 5.10% 5.00% 6.30%

Options will only show performance history since they were introduced by Tasplan.

Property was introduced on 1 April 2017.

Moderate, Sustainable, Australian shares, International shares, Fixed interest were introduced on 1 December 2015.

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.

Download historical returns

Your super fund’s performance has a big impact on how long your money will last in retirement. So, how do you know if your fund is a great performer?

How to compare super funds

  • Look for good performance over a five- or 10-year period rather than exceptional performance for just a year or so. Super is a long-term investment.
  • Be sure to factor in fees when you’re checking performance figures – but remember that low-fee funds may not perform as well and may offer less in the way of products and services.

So, the trick is to find a fund with good returns and low fees – plus the benefits you need.

 

A gold-rated pension – five years in a row

This year, SuperRatings™ awarded Tasplan Pension its fifth consecutive gold rating. This ratings recognises Tasplan Pension as ‘good value for money’ pension.

We delivered strong investment results over the year to 31 December 2017. The Balanced option outperformed the median over allassessed time periods, with top quartile performance recorded over 10 years and a ‘Leading’trend maintained.

Plus, over the past year, Tasplan’s has reduced some of its fees. We offer a range of excellent benefits and services for members at a very low cost – our member administration fees are lower than those of most retail funds. 

Clearly, you can have confidence that you’re with a quality fund for your pension.

A five-star quality rating

Tasplan also received a five-star quality rating for 2016 from independent assessor, the Heron Partnership.

Scoring five out of five stars indicates a score of 80 or more out of 100. This score is awarded to a fund that is ‘outstanding’ – that is, ‘an outstanding product with a great depth of features and hence flexibility’.

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Your super fund’s performance has a big impact on how long your money will last in retirement. So, how do you know if your fund is a great performer?

How to compare super funds

  • Look for good performance over a five- or 10-year period rather than exceptional performance for just a year or so. Super is a long-term investment.
  • Be sure to factor in fees when you’re checking performance figures – but remember that low-fee funds may not perform as well and may offer less in the way of products and services.

So, the trick is to find a fund with good returns and low fees – plus the benefits you need.

 

A gold-rated pension – five years in a row

This year, SuperRatings™ awarded Tasplan Pension its fifth consecutive gold rating. This ratings recognises Tasplan Pension as ‘good value for money’ pension.

We delivered strong investment results over the year to 31 December 2017. The Balanced option outperformed the median over allassessed time periods, with top quartile performance recorded over 10 years and a ‘Leading’trend maintained.

Plus, over the past year, Tasplan’s has reduced some of its fees. We offer a range of excellent benefits and services for members at a very low cost – our member administration fees are lower than those of most retail funds. 

Clearly, you can have confidence that you’re with a quality fund for your pension.

A five-star quality rating

Tasplan also received a five-star quality rating for 2016 from independent assessor, the Heron Partnership.

Scoring five out of five stars indicates a score of 80 or more out of 100. This score is awarded to a fund that is ‘outstanding’ – that is, ‘an outstanding product with a great depth of features and hence flexibility’.