Long-term

Investment return

Latest returns for the period ended 31 Oct 2020
Rolling 1 month0.52%
Rolling 3 months1.23%
FYTD12.14%
Rolling 1 year-1.29%
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

CPI + 3.0% each year over rolling 5 year periods after fees and taxes. 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 26.0 % 5-35%
International shares 17.0 % 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
24 Nov 2020 1.081849
24 Nov 2020 1.081849
23 Nov 2020 1.076822
20 Nov 2020 1.075435
19 Nov 2020 1.076027
18 Nov 2020 1.075383
17 Nov 2020 1.073855
16 Nov 2020 1.072361
13 Nov 2020 1.067128
12 Nov 2020 1.065140
11 Nov 2020 1.067800
10 Nov 2020 1.061859
09 Nov 2020 1.057074
06 Nov 2020 1.050335
05 Nov 2020 1.049929
04 Nov 2020 1.043000
03 Nov 2020 1.040210
02 Nov 2020 1.035426
30 Oct 2020 1.031194
29 Oct 2020 1.033922
28 Oct 2020 1.034200
27 Oct 2020 1.040009
26 Oct 2020 1.045718
23 Oct 2020 1.049785
22 Oct 2020 1.049761
22 Oct 2020 1.049761
21 Oct 2020 1.050407
20 Oct 2020 1.050726
19 Oct 2020 1.048494
16 Oct 2020 1.048265
15 Oct 2020 1.048070
14 Oct 2020 1.046960
13 Oct 2020 1.048479
12 Oct 2020 1.045866
09 Oct 2020 1.043451
08 Oct 2020 1.042100
07 Oct 2020 1.036162
06 Oct 2020 1.030118
06 Oct 2020 1.030118
05 Oct 2020 1.029871
05 Oct 2020 1.029871
02 Oct 2020 1.020818
01 Oct 2020 1.023941
30 Sep 2020 1.022530
29 Sep 2020 1.026826
28 Sep 2020 1.029745
25 Sep 2020 1.027231
24 Sep 2020 1.021664
23 Sep 2020 1.022148
22 Sep 2020 1.018329
21 Sep 2020 1.016278
18 Sep 2020 1.020748
17 Sep 2020 1.023059
16 Sep 2020 1.026545
15 Sep 2020 1.024333
14 Sep 2020 1.023203
11 Sep 2020 1.019349
10 Sep 2020 1.020627
09 Sep 2020 1.023235
08 Sep 2020 1.023631
07 Sep 2020 1.022027
04 Sep 2020 1.020749
03 Sep 2020 1.028418
02 Sep 2020 1.031244
01 Sep 2020 1.024326
31 Aug 2020 1.030096
28 Aug 2020 1.032438
27 Aug 2020 1.034165
26 Aug 2020 1.034905
25 Aug 2020 1.035110
24 Aug 2020 1.028915
21 Aug 2020 1.026306
20 Aug 2020 1.026580
19 Aug 2020 1.028517
18 Aug 2020 1.027352
17 Aug 2020 1.030192
14 Aug 2020 1.031652
13 Aug 2020 1.031201
13 Aug 2020 1.031201
12 Aug 2020 1.034177
11 Aug 2020 1.030017
10 Aug 2020 1.027952
07 Aug 2020 1.022721
06 Aug 2020 1.025102
05 Aug 2020 1.023487
04 Aug 2020 1.024049
03 Aug 2020 1.017230
31 Jul 2020 1.015783
30 Jul 2020 1.020559
29 Jul 2020 1.020490
28 Jul 2020 1.019078
27 Jul 2020 1.018356
24 Jul 2020 1.016203
23 Jul 2020 1.018694
22 Jul 2020 1.020132
21 Jul 2020 1.024970
20 Jul 2020 1.020188
17 Jul 2020 1.019692
16 Jul 2020 1.017866
15 Jul 2020 1.020736
14 Jul 2020 1.015809
13 Jul 2020 1.014715
10 Jul 2020 1.013644
09 Jul 2020 1.012461
08 Jul 2020 1.012882
07 Jul 2020 1.014520
07 Jul 2020 1.014520
06 Jul 2020 1.016188
06 Jul 2020 1.016188
03 Jul 2020 1.014393
02 Jul 2020 1.013253
01 Jul 2020 1.008502
30 Jun 2020 1.007295
29 Jun 2020 1.003265
26 Jun 2020 1.004753
25 Jun 2020 1.005156
24 Jun 2020 1.007119
23 Jun 2020 1.012619
22 Jun 2020 1.007887
19 Jun 2020 1.006770
18 Jun 2020 1.007461
17 Jun 2020 1.009110
16 Jun 2020 1.006135
15 Jun 2020 0.996705
12 Jun 2020 0.999473
11 Jun 2020 1.001200
10 Jun 2020 1.018425
09 Jun 2020 1.018901
05 Jun 2020 1.009539
05 Jun 2020 1.009539
04 Jun 2020 1.006400
04 Jun 2020 1.006400
03 Jun 2020 1.008371
02 Jun 2020 1.004091
01 Jun 2020 0.998909
29 May 2020 0.996091
28 May 2020 1.000749
27 May 2020 0.996123
26 May 2020 0.995800
25 May 2020 0.985985
25 May 2020 0.985985
22 May 2020 0.981138
21 May 2020 0.983837
20 May 2020 0.986600
19 May 2020 0.983098
18 May 2020 0.982038
15 May 2020 0.974383
14 May 2020 0.972071
13 May 2020 0.974306
12 May 2020 0.976169
11 May 2020 0.980386
08 May 2020 0.978268
07 May 2020 0.976610
06 May 2020 0.975689
05 May 2020 0.977717
04 May 2020 0.973562
01 May 2020 0.970566
30 Apr 2020 0.981725
29 Apr 2020 0.979500
28 Apr 2020 0.970260
28 Apr 2020 0.970260
27 Apr 2020 0.970544
27 Apr 2020 0.970544
24 Apr 2020 0.970248
24 Apr 2020 0.970248
23 Apr 2020 0.968668
22 Apr 2020 0.968667
21 Apr 2020 0.965117
20 Apr 2020 0.974704
17 Apr 2020 0.981108
16 Apr 2020 0.975416
15 Apr 2020 0.974827
14 Apr 2020 0.979099
09 Apr 2020 0.977900
08 Apr 2020 0.967072
07 Apr 2020 0.964612
06 Apr 2020 0.967000
03 Apr 2020 0.952447
02 Apr 2020 0.957648
02 Apr 2020 0.957648
01 Apr 2020 0.957900
31 Mar 2020 0.959330
30 Mar 2020 0.965500
27 Mar 2020 0.952100
26 Mar 2020 0.966600
25 Mar 2020 0.953500
24 Mar 2020 0.938700
23 Mar 2020 0.924500
20 Mar 2020 0.940000
19 Mar 2020 0.938500
18 Mar 2020 0.946800
17 Mar 2020 0.971700
16 Mar 2020 0.954300
13 Mar 2020 0.993800
12 Mar 2020 0.978800
11 Mar 2020 1.013237
10 Mar 2020 1.026700
09 Mar 2020 1.012500
06 Mar 2020 1.046338
05 Mar 2020 1.055578
04 Mar 2020 1.058500
04 Mar 2020 1.058500
03 Mar 2020 1.060307
02 Mar 2020 1.059928
28 Feb 2020 1.054568
27 Feb 2020 1.066946
26 Feb 2020 1.075125
25 Feb 2020 1.080900
24 Feb 2020 1.090352
21 Feb 2020 1.099577
20 Feb 2020 1.100881
19 Feb 2020 1.100834
18 Feb 2020 1.099321
17 Feb 2020 1.099335
14 Feb 2020 1.099865
13 Feb 2020 1.098554
12 Feb 2020 1.098486
11 Feb 2020 1.096366
10 Feb 2020 1.092457
07 Feb 2020 1.091712
06 Feb 2020 1.093239
05 Feb 2020 1.089625
04 Feb 2020 1.088190
04 Feb 2020 1.088190
03 Feb 2020 1.082002
31 Jan 2020 1.084173
30 Jan 2020 1.086209
29 Jan 2020 1.086799
28 Jan 2020 1.083748
24 Jan 2020 1.087032
23 Jan 2020 1.087664
22 Jan 2020 1.090102
21 Jan 2020 1.086945
20 Jan 2020 1.085533
20 Jan 2020 1.085533
17 Jan 2020 1.084534
16 Jan 2020 1.082478
15 Jan 2020 1.079487
14 Jan 2020 1.078307
13 Jan 2020 1.074396
10 Jan 2020 1.074903
09 Jan 2020 1.072895
08 Jan 2020 1.069812
07 Jan 2020 1.068229
07 Jan 2020 1.068229
06 Jan 2020 1.059962
03 Jan 2020 1.059312
03 Jan 2020 1.059312
02 Jan 2020 1.058502
31 Dec 2019 1.056215
30 Dec 2019 1.059762
27 Dec 2019 1.061694
24 Dec 2019 1.060637
23 Dec 2019 1.060695
20 Dec 2019 1.062305
19 Dec 2019 1.062490
18 Dec 2019 1.063664
17 Dec 2019 1.062971
16 Dec 2019 1.062751
13 Dec 2019 1.056407
12 Dec 2019 1.054639
11 Dec 2019 1.056010
10 Dec 2019 1.053661
10 Dec 2019 1.053661
09 Dec 2019 1.054869
06 Dec 2019 1.053843
05 Dec 2019 1.051406
04 Dec 2019 1.048284
03 Dec 2019 1.050501
02 Dec 2019 1.056924
29 Nov 2019 1.057349
28 Nov 2019 1.059786
27 Nov 2019 1.059152
26 Nov 2019 1.055988
25 Nov 2019 1.051708
22 Nov 2019 1.049388
22 Nov 2019 1.049388
21 Nov 2019 1.047458
20 Nov 2019 1.049302
19 Nov 2019 1.054271
18 Nov 2019 1.050341
15 Nov 2019 1.051085
14 Nov 2019 1.047034
13 Nov 2019 1.044829
12 Nov 2019 1.047713
11 Nov 2019 1.049679
08 Nov 2019 1.048112
07 Nov 2019 1.048122
07 Nov 2019 1.048122
06 Nov 2019 1.044881
05 Nov 2019 1.045427
05 Nov 2019 1.045427
04 Nov 2019 1.042940
01 Nov 2019 1.041775
31 Oct 2019 1.039257
30 Oct 2019 1.041756
29 Oct 2019 1.043714
28 Oct 2019 1.045687
25 Oct 2019 1.044363
24 Oct 2019 1.041831
23 Oct 2019 1.039878
22 Oct 2019 1.038793
21 Oct 2019 1.038462
18 Oct 2019 1.037135
17 Oct 2019 1.039879
16 Oct 2019 1.042236
15 Oct 2019 1.038414
14 Oct 2019 1.038823
11 Oct 2019 1.037427
11 Oct 2019 1.037427
10 Oct 2019 1.032907
09 Oct 2019 1.031505
08 Oct 2019 1.031802
07 Oct 2019 1.026859
04 Oct 2019 1.025470
03 Oct 2019 1.023138
02 Oct 2019 1.027320
01 Oct 2019 1.034642
30 Sep 2019 1.024135
27 Sep 2019 1.024374
26 Sep 2019 1.024145
25 Sep 2019 1.025053
24 Sep 2019 1.022798
23 Sep 2019 1.023831
20 Sep 2019 1.023640
19 Sep 2019 1.023516
18 Sep 2019 1.020711
17 Sep 2019 1.021122
16 Sep 2019 1.022820
16 Sep 2019 1.022820
13 Sep 2019 1.023583
12 Sep 2019 1.021609
11 Sep 2019 1.020059
11 Sep 2019 1.020059
10 Sep 2019 1.018279
10 Sep 2019 1.018279
09 Sep 2019 1.020047
06 Sep 2019 1.020834
05 Sep 2019 1.019140
04 Sep 2019 1.015275
03 Sep 2019 1.014783
02 Sep 2019 1.014287
30 Aug 2019 1.015664
29 Aug 2019 1.010849
28 Aug 2019 1.008013
27 Aug 2019 1.006459
26 Aug 2019 1.006443
23 Aug 2019 1.008018
22 Aug 2019 1.010466
21 Aug 2019 1.009989
20 Aug 2019 1.010396
19 Aug 2019 1.006136
19 Aug 2019 1.006136
16 Aug 2019 1.001730
15 Aug 2019 0.999371
14 Aug 2019 1.005966
13 Aug 2019 1.009662
13 Aug 2019 1.009662
12 Aug 2019 1.001878
09 Aug 2019 1.002844
08 Aug 2019 1.004546
08 Aug 2019 1.004546
07 Aug 2019 1.001221
06 Aug 2019 0.997700
05 Aug 2019 1.001458
02 Aug 2019 1.010620
01 Aug 2019 1.012441
31 Jul 2019 1.014171
30 Jul 2019 1.016309
29 Jul 2019 1.012879
26 Jul 2019 1.011190
25 Jul 2019 1.010984
24 Jul 2019 1.009899
23 Jul 2019 1.006765
22 Jul 2019 1.002330
19 Jul 2019 1.002425
18 Jul 2019 1.001384
17 Jul 2019 1.002852
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.