Property

Investment return

Latest returns for the period ended 30 Nov 20183
Rolling 1 month1.16%
Rolling 3 months2.17%
FYTD13.48%
Rolling 1 year10.29%
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.
  • 3The Property option was introduced from 1 April 2017.

Investment return objective

2.5% each year

CPI + 2.5% 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 Property option commenced 1 April 2017.

Asset allocation

Asset class Benchmark % Range %
Listed property 15.0 % 0-30%
Unlisted property 85.0 % 70-100%
Cash 0.0 % 0-10%

Unit prices

Date Sell price
14 Dec 2018 1.184154
13 Dec 2018 1.184089
12 Dec 2018 1.184024
11 Dec 2018 1.183959
10 Dec 2018 1.183895
07 Dec 2018 1.176451
06 Dec 2018 1.176387
05 Dec 2018 1.176322
04 Dec 2018 1.176258
03 Dec 2018 1.176193
30 Nov 2018 1.173250
29 Nov 2018 1.173186
28 Nov 2018 1.173121
27 Nov 2018 1.173057
26 Nov 2018 1.173743
23 Nov 2018 1.173550
22 Nov 2018 1.173486
21 Nov 2018 1.173421
20 Nov 2018 1.173357
19 Nov 2018 1.173293
16 Nov 2018 1.173350
15 Nov 2018 1.173286
14 Nov 2018 1.173221
13 Nov 2018 1.173157
12 Nov 2018 1.166739
09 Nov 2018 1.166547
08 Nov 2018 1.166483
07 Nov 2018 1.166419
06 Nov 2018 1.166356
05 Nov 2018 1.163637
02 Nov 2018 1.163446
01 Nov 2018 1.163382
31 Oct 2018 1.163319
30 Oct 2018 1.163255
29 Oct 2018 1.165155
26 Oct 2018 1.164964
25 Oct 2018 1.164900
24 Oct 2018 1.164619
23 Oct 2018 1.164555
22 Oct 2018 1.161036
19 Oct 2018 1.160845
18 Oct 2018 1.160782
17 Oct 2018 1.160718
16 Oct 2018 1.160654
15 Oct 2018 1.161855
12 Oct 2018 1.161664
11 Oct 2018 1.161600
10 Oct 2018 1.165519
09 Oct 2018 1.165455
08 Oct 2018 1.155333
05 Oct 2018 1.155143
04 Oct 2018 1.155080
03 Oct 2018 1.155016
02 Oct 2018 1.154953
01 Oct 2018 1.157134
28 Sep 2018 1.156944
27 Sep 2018 1.156880
26 Sep 2018 1.156817
25 Sep 2018 1.156753
24 Sep 2018 1.156733
21 Sep 2018 1.156543
20 Sep 2018 1.156480
19 Sep 2018 1.156417
18 Sep 2018 1.156353
17 Sep 2018 1.155133
14 Sep 2018 1.154943
13 Sep 2018 1.154880
12 Sep 2018 1.154816
11 Sep 2018 1.154753
10 Sep 2018 1.153332
07 Sep 2018 1.153142
06 Sep 2018 1.153079
05 Sep 2018 1.153016
04 Sep 2018 1.152953
03 Sep 2018 1.151531
31 Aug 2018 1.151341
30 Aug 2018 1.151278
29 Aug 2018 1.151215
28 Aug 2018 1.151152
27 Aug 2018 1.153632
24 Aug 2018 1.153442
23 Aug 2018 1.153379
22 Aug 2018 1.153316
21 Aug 2018 1.153253
20 Aug 2018 1.151831
17 Aug 2018 1.151642
16 Aug 2018 1.151578
15 Aug 2018 1.151515
14 Aug 2018 1.151452
13 Aug 2018 1.149830
10 Aug 2018 1.149641
09 Aug 2018 1.149578
08 Aug 2018 1.149515
07 Aug 2018 1.149452
06 Aug 2018 1.147729
03 Aug 2018 1.147540
02 Aug 2018 1.147477
01 Aug 2018 1.147414
31 Jul 2018 1.147414
30 Jul 2018 1.147686
27 Jul 2018 1.147450
26 Jul 2018 1.147371
25 Jul 2018 1.147293
24 Jul 2018 1.147214
23 Jul 2018 1.145284
20 Jul 2018 1.145049
19 Jul 2018 1.144970
18 Jul 2018 1.144892
17 Jul 2018 1.144814
16 Jul 2018 1.145084
13 Jul 2018 1.144849
12 Jul 2018 1.144770
11 Jul 2018 1.144692
10 Jul 2018 1.144614
09 Jul 2018 1.129773
06 Jul 2018 1.129541
05 Jul 2018 1.129464
04 Jul 2018 1.129387
03 Jul 2018 1.129309
02 Jul 2018 1.129973
30 Jun 2018 1.129741
29 Jun 2018 1.129741
28 Jun 2018 1.129664
27 Jun 2018 1.129587
26 Jun 2018 1.129509
25 Jun 2018 1.128072
22 Jun 2018 1.127840
21 Jun 2018 1.127763
20 Jun 2018 1.127686
19 Jun 2018 1.127609
18 Jun 2018 1.127172
15 Jun 2018 1.126940
14 Jun 2018 1.126863
13 Jun 2018 1.126786
12 Jun 2018 1.126709
08 Jun 2018 1.122538
07 Jun 2018 1.122461
06 Jun 2018 1.122384
05 Jun 2018 1.122307
04 Jun 2018 1.119166
01 Jun 2018 1.118936
31 May 2018 1.118860
30 May 2018 1.118783
29 May 2018 1.118706
28 May 2018 1.116064
25 May 2018 1.115835
24 May 2018 1.115758
23 May 2018 1.115682
22 May 2018 1.115606
21 May 2018 1.118766
18 May 2018 1.118536
17 May 2018 1.118459
16 May 2018 1.118383
15 May 2018 1.118306
14 May 2018 1.116464
11 May 2018 1.116235
10 May 2018 1.116159
09 May 2018 1.116082
08 May 2018 1.116006
07 May 2018 1.109960
04 May 2018 1.109732
03 May 2018 1.109656
02 May 2018 1.109580
01 May 2018 1.109504
30 Apr 2018 1.107858
27 Apr 2018 1.107631
26 Apr 2018 1.107555
24 Apr 2018 1.107403
23 Apr 2018 1.107958
20 Apr 2018 1.107731
19 Apr 2018 1.107655
18 Apr 2018 1.107579
17 Apr 2018 1.107503
16 Apr 2018 1.108559
13 Apr 2018 1.108331
12 Apr 2018 1.108255
11 Apr 2018 1.108179
10 Apr 2018 1.108104
09 Apr 2018 1.095750
06 Apr 2018 1.095525
05 Apr 2018 1.095450
04 Apr 2018 1.095375
03 Apr 2018 1.095300
29 Mar 2018 1.095250
28 Mar 2018 1.095175
27 Mar 2018 1.095100
26 Mar 2018 1.095025
23 Mar 2018 1.094800
22 Mar 2018 1.097951
21 Mar 2018 1.097876
20 Mar 2018 1.097801
19 Mar 2018 1.096450
16 Mar 2018 1.096225
15 Mar 2018 1.096150
14 Mar 2018 1.096075
13 Mar 2018 1.091822
12 Mar 2018 1.091747
09 Mar 2018 1.091523
08 Mar 2018 1.091448
07 Mar 2018 1.091374
06 Mar 2018 1.091299
05 Mar 2018 1.093248
02 Mar 2018 1.093024
01 Mar 2018 1.092949
28 Feb 2018 1.092874
27 Feb 2018 1.091322
26 Feb 2018 1.091247
23 Feb 2018 1.091023
22 Feb 2018 1.090948
21 Feb 2018 1.090873
20 Feb 2018 1.090799
19 Feb 2018 1.089498
16 Feb 2018 1.089275
15 Feb 2018 1.089200
14 Feb 2018 1.089973
13 Feb 2018 1.089899
12 Feb 2018 1.089648
09 Feb 2018 1.089424
08 Feb 2018 1.089349
07 Feb 2018 1.089275
06 Feb 2018 1.089200
05 Feb 2018 1.093925
02 Feb 2018 1.097126
01 Feb 2018 1.097051
31 Jan 2018 1.096976
30 Jan 2018 1.096900
29 Jan 2018 1.095750
25 Jan 2018 1.095450
24 Jan 2018 1.095375
23 Jan 2018 1.095300
22 Jan 2018 1.094149
19 Jan 2018 1.093924
18 Jan 2018 1.093849
17 Jan 2018 1.093774
16 Jan 2018 1.093700
15 Jan 2018 1.097651
12 Jan 2018 1.097426
11 Jan 2018 1.097351
10 Jan 2018 1.097276
09 Jan 2018 1.097201
08 Jan 2018 1.074435
05 Jan 2018 1.074215
04 Jan 2018 1.074141
03 Jan 2018 1.074068
02 Jan 2018 1.073994
29 Dec 2017 1.072714
28 Dec 2017 1.072641
27 Dec 2017 1.072567
22 Dec 2017 1.074815
21 Dec 2017 1.074741
20 Dec 2017 1.074668
19 Dec 2017 1.074594
18 Dec 2017 1.072634
15 Dec 2017 1.072414
14 Dec 2017 1.072341
13 Dec 2017 1.072267
12 Dec 2017 1.072194
11 Dec 2017 1.065229
08 Dec 2017 1.065010
07 Dec 2017 1.064937
06 Dec 2017 1.064865
05 Dec 2017 1.064792
04 Dec 2017 1.060226
01 Dec 2017 1.060008
30 Nov 2017 1.059935
29 Nov 2017 1.059863
28 Nov 2017 1.059790
27 Nov 2017 1.058925
24 Nov 2017 1.058707
23 Nov 2017 1.058635
22 Nov 2017 1.058562
21 Nov 2017 1.058490
20 Nov 2017 1.060626
17 Nov 2017 1.060408
16 Nov 2017 1.060336
15 Nov 2017 1.060263
14 Nov 2017 1.060190
13 Nov 2017 1.055122
10 Nov 2017 1.054906
09 Nov 2017 1.054833
08 Nov 2017 1.054761
07 Nov 2017 1.054689
06 Nov 2017 1.053221
03 Nov 2017 1.053005
02 Nov 2017 1.052933
01 Nov 2017 1.052860
31 Oct 2017 1.052788
30 Oct 2017 1.050719
27 Oct 2017 1.050503
26 Oct 2017 1.050432
25 Oct 2017 1.050360
24 Oct 2017 1.050288
23 Oct 2017 1.051420
20 Oct 2017 1.051204
19 Oct 2017 1.051132
18 Oct 2017 1.051060
17 Oct 2017 1.049390
16 Oct 2017 1.049318
13 Oct 2017 1.049103
12 Oct 2017 1.049031
11 Oct 2017 1.048959
10 Oct 2017 1.048887
09 Oct 2017 1.036610
06 Oct 2017 1.036397
05 Oct 2017 1.036326
04 Oct 2017 1.036255
03 Oct 2017 1.036184
02 Oct 2017 1.035909
29 Sep 2017 1.035696
28 Sep 2017 1.035625
27 Sep 2017 1.035555
26 Sep 2017 1.035484
25 Sep 2017 1.037910
22 Sep 2017 1.037697
21 Sep 2017 1.037626
20 Sep 2017 1.037555
19 Sep 2017 1.037484
18 Sep 2017 1.037510
15 Sep 2017 1.037297
14 Sep 2017 1.037226
13 Sep 2017 1.037155
12 Sep 2017 1.037084
11 Sep 2017 1.032907
08 Sep 2017 1.032695
07 Sep 2017 1.032624
06 Sep 2017 1.032553
05 Sep 2017 1.032483
04 Sep 2017 1.031306
01 Sep 2017 1.031094
31 Aug 2017 1.031024
30 Aug 2017 1.030953
29 Aug 2017 1.031977
28 Aug 2017 1.031906
25 Aug 2017 1.029193
24 Aug 2017 1.029123
23 Aug 2017 1.029052
22 Aug 2017 1.028982
21 Aug 2017 1.027703
18 Aug 2017 1.027492
17 Aug 2017 1.027422
16 Aug 2017 1.027352
15 Aug 2017 1.027281
14 Aug 2017 1.027503
11 Aug 2017 1.027292
10 Aug 2017 1.027222
09 Aug 2017 1.027152
08 Aug 2017 1.027081
07 Aug 2017 1.025702
04 Aug 2017 1.025491
03 Aug 2017 1.025421
02 Aug 2017 1.025351
01 Aug 2017 1.025281
31 Jul 2017 1.025002
28 Jul 2017 1.024791
27 Jul 2017 1.024721
26 Jul 2017 1.024651
25 Jul 2017 1.024581
24 Jul 2017 1.023701
21 Jul 2017 1.023490
20 Jul 2017 1.023420
19 Jul 2017 1.023350
18 Jul 2017 1.023280
17 Jul 2017 1.022200
14 Jul 2017 1.021990
13 Jul 2017 1.021920
12 Jul 2017 1.021850
11 Jul 2017 1.021780
10 Jul 2017 1.020999
07 Jul 2017 1.020789
06 Jul 2017 1.020719
05 Jul 2017 1.020649
04 Jul 2017 1.013263
03 Jul 2017 1.013193
01 Jul 2017 1.012985
30 Jun 2017 1.012985
29 Jun 2017 1.012916
28 Jun 2017 1.012847
27 Jun 2017 1.012777
26 Jun 2017 1.016296
23 Jun 2017 1.016087
22 Jun 2017 1.016017
21 Jun 2017 1.015948
20 Jun 2017 1.015878
19 Jun 2017 1.012593
16 Jun 2017 1.012385
15 Jun 2017 1.012316
14 Jun 2017 1.012247
13 Jun 2017 1.013463
09 Jun 2017 1.013186
08 Jun 2017 1.013116
07 Jun 2017 1.013047
06 Jun 2017 1.012977
05 Jun 2017 1.007490
02 Jun 2017 1.007283
01 Jun 2017 1.007214
31 May 2017 1.007145
30 May 2017 1.007076
29 May 2017 1.005588
26 May 2017 1.005382
25 May 2017 1.005313
24 May 2017 1.005244
23 May 2017 1.005175
22 May 2017 1.007189
19 May 2017 1.006983
18 May 2017 1.006914
17 May 2017 1.006845
16 May 2017 1.008059
15 May 2017 1.007990
12 May 2017 1.007783
11 May 2017 1.007714
10 May 2017 1.007645
09 May 2017 1.007576
08 May 2017 1.007507
05 May 2017 1.003581
04 May 2017 1.003512
03 May 2017 1.003444
02 May 2017 1.003375
01 May 2017 1.003306
28 Apr 2017 1.005182
27 Apr 2017 1.005113
26 Apr 2017 1.005044
24 Apr 2017 1.004906
21 Apr 2017 1.006851
20 Apr 2017 1.006782
19 Apr 2017 1.006714
18 Apr 2017 1.006645
13 Apr 2017 1.004313
12 Apr 2017 1.004244
11 Apr 2017 1.004175
10 Apr 2017 1.004106
07 Apr 2017 1.000780
06 Apr 2017 1.000711
05 Apr 2017 1.000643
04 Apr 2017 1.000574
03 Apr 2017 1.000506
02 Apr 2017 1.000000
01 Apr 2017 1.000000
31 Mar 2017 0.999975
30 Mar 2017 0.999975
29 Mar 2017 0.999975
28 Mar 2017 0.999975
27 Mar 2017 0.999975
24 Mar 2017 0.999975
23 Mar 2017 0.999975
22 Mar 2017 0.999975
21 Mar 2017 0.999975
20 Mar 2017 0.999975
17 Mar 2017 0.999975
16 Mar 2017 0.999975
15 Mar 2017 0.999975
14 Mar 2017 0.999975
13 Mar 2017 0.999975
10 Mar 2017 0.999975
09 Mar 2017 0.999975
08 Mar 2017 0.999975
07 Mar 2017 0.999975
06 Mar 2017 0.999975
03 Mar 2017 0.999975
02 Mar 2017 0.999975
01 Mar 2017 0.999975

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.