Long-term

Investment return

Latest returns for the period ended 30 Sep 2019
Rolling 1 month2.26%
Rolling 3 months4.10%
FYTD14.10%
Rolling 1 yearN/A
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

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
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.