Long-term

Investment return

Latest returns for the period ended
Rolling 1 month	N/A
Rolling 3 months	N/A
FYTD¹	N/A
Rolling 1 year	N/A
Rolling 3 years²	N/A
Rolling 5 years²	N/A
Rolling 7 years²	N/A
Rolling 10 years²	N/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 Long-term option was introduced from 1 July 2019.

Asset allocation

Asset class	Benchmark %	Range %
Australian shares	23.0 %	5-35%
International shares	20.0 %	5-35%
Listed property	4.0 %	0-10%
Private equity	1.0 %	0-5%
Unlisted property	8.5 %	0-15%
Unlisted infrastructure	8.5 %	0-15%
Emerging market debt	2.0 %	0-10%
Absolute return	3.0 %	0-10%
Alternative debt	5.0 %	0-10%
Australian fixed interest	9.0 %	0-20%
Global sovereign	9.0 %	0-20%
Global credit	7.0 %	0-20%
Cash	0.0 %	0-10%

Unit prices

Date	Sell price
16 Jul 2019	1.002360
15 Jul 2019	0.996974
12 Jul 2019	0.998691
11 Jul 2019	0.999530
10 Jul 2019	0.998993
09 Jul 2019	0.996747
08 Jul 2019	1.000000
05 Jul 2019	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 guides, or email us at info@tasplan.com.au or call us on 1800 005 166.