Sustainable

Investment return

Latest returns for the period ended 30 Nov 2018
Rolling 1 month-0.68%
Rolling 3 months-3.94%
FYTD1-1.29%
Rolling 1 year2.07%
Rolling 3 years27.30%
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 Sustainable option commenced 1 December 2015.

See how our investment managers have exercised voting rights for Australian shares.

Asset allocation

Asset class Benchmark % Range %
Australian shares 27.0 % 15-40%
International shares 31.0 % 15-40%
Listed property 0.0 % 0-15%
Private equity 0.0 % 0-10%
Unlisted property 14.0 % 0-25%
Unlisted infrastructure 0.0 % 0-15%
Emerging market debt 0.0 % 0-10%
Absolute return 5.0 % 0-15%
Alternative debt 5.0 % 0-15%
Australian fixed interest 5.0 % 0-15%
Global sovereign 5.0 % 0-15%
Global credit 4.0 % 0-15%
Cash 4.0 % 0-20%

Unit prices

Date Sell price
13 Dec 2018 1.226156
12 Dec 2018 1.226004
11 Dec 2018 1.218026
10 Dec 2018 1.216898
07 Dec 2018 1.227670
06 Dec 2018 1.230034
05 Dec 2018 1.232107
04 Dec 2018 1.232269
03 Dec 2018 1.242491
30 Nov 2018 1.232253
29 Nov 2018 1.236987
28 Nov 2018 1.236793
27 Nov 2018 1.232130
26 Nov 2018 1.229337
23 Nov 2018 1.227207
22 Nov 2018 1.227299
21 Nov 2018 1.225511
20 Nov 2018 1.223359
19 Nov 2018 1.227529
16 Nov 2018 1.233307
15 Nov 2018 1.232585
14 Nov 2018 1.232697
13 Nov 2018 1.239795
12 Nov 2018 1.245062
09 Nov 2018 1.250318
08 Nov 2018 1.253880
07 Nov 2018 1.254191
06 Nov 2018 1.248343
05 Nov 2018 1.245544
02 Nov 2018 1.242995
01 Nov 2018 1.246444
31 Oct 2018 1.243544
30 Oct 2018 1.237294
29 Oct 2018 1.230291
26 Oct 2018 1.230733
25 Oct 2018 1.233400
24 Oct 2018 1.231375
23 Oct 2018 1.241017
22 Oct 2018 1.250821
19 Oct 2018 1.252763
18 Oct 2018 1.252424
17 Oct 2018 1.257620
16 Oct 2018 1.254894
15 Oct 2018 1.264822
12 Oct 2018 1.269801
11 Oct 2018 1.266400
10 Oct 2018 1.261400
09 Oct 2018 1.271482
08 Oct 2018 1.272774
05 Oct 2018 1.279571
04 Oct 2018 1.280100
03 Oct 2018 1.278338
02 Oct 2018 1.275976
01 Oct 2018 1.278207
28 Sep 2018 1.279556
27 Sep 2018 1.278860
26 Sep 2018 1.277830
25 Sep 2018 1.279638
24 Sep 2018 1.284056
21 Sep 2018 1.285029
20 Sep 2018 1.282774
19 Sep 2018 1.281113
18 Sep 2018 1.280200
17 Sep 2018 1.280335
14 Sep 2018 1.279515
13 Sep 2018 1.277006
12 Sep 2018 1.280867
11 Sep 2018 1.279392
10 Sep 2018 1.273777
07 Sep 2018 1.272776
06 Sep 2018 1.273273
05 Sep 2018 1.276940
04 Sep 2018 1.281764
03 Sep 2018 1.286020
31 Aug 2018 1.284631
30 Aug 2018 1.284603
29 Aug 2018 1.286843
28 Aug 2018 1.281789
27 Aug 2018 1.279389
24 Aug 2018 1.274182
23 Aug 2018 1.271570
22 Aug 2018 1.272107
21 Aug 2018 1.273099
20 Aug 2018 1.274050
17 Aug 2018 1.272811
16 Aug 2018 1.271269
15 Aug 2018 1.270987
14 Aug 2018 1.271575
13 Aug 2018 1.263507
10 Aug 2018 1.265603
09 Aug 2018 1.267410
08 Aug 2018 1.267027
07 Aug 2018 1.266801
06 Aug 2018 1.264311
03 Aug 2018 1.261356
02 Aug 2018 1.261278
01 Aug 2018 1.263175
31 Jul 2018 1.263672
30 Jul 2018 1.262324
27 Jul 2018 1.265742
26 Jul 2018 1.261948
25 Jul 2018 1.262922
24 Jul 2018 1.261900
23 Jul 2018 1.253852
20 Jul 2018 1.257989
19 Jul 2018 1.254217
18 Jul 2018 1.258215
17 Jul 2018 1.253262
16 Jul 2018 1.250708
13 Jul 2018 1.254031
12 Jul 2018 1.254496
11 Jul 2018 1.249543
10 Jul 2018 1.254157
09 Jul 2018 1.254764
06 Jul 2018 1.253217
05 Jul 2018 1.250896
04 Jul 2018 1.247836
03 Jul 2018 1.248840
02 Jul 2018 1.246798
30 Jun 2018 1.248028
29 Jun 2018 1.248028
28 Jun 2018 1.248149
27 Jun 2018 1.247145
26 Jun 2018 1.248222
25 Jun 2018 1.248095
22 Jun 2018 1.252733
21 Jun 2018 1.252221
20 Jun 2018 1.251267
19 Jun 2018 1.249425
18 Jun 2018 1.244717
15 Jun 2018 1.244765
14 Jun 2018 1.242471
13 Jun 2018 1.241687
12 Jun 2018 1.242191
08 Jun 2018 1.242373
07 Jun 2018 1.241950
06 Jun 2018 1.240620
05 Jun 2018 1.238437
04 Jun 2018 1.239464
01 Jun 2018 1.238854
31 May 2018 1.237392
30 May 2018 1.238295
29 May 2018 1.237203
28 May 2018 1.235561
25 May 2018 1.236674
24 May 2018 1.237406
23 May 2018 1.238310
22 May 2018 1.237720
21 May 2018 1.239759
18 May 2018 1.239247
17 May 2018 1.239763
16 May 2018 1.241533
15 May 2018 1.240726
14 May 2018 1.242256
11 May 2018 1.241461
10 May 2018 1.242098
09 May 2018 1.240880
08 May 2018 1.237466
07 May 2018 1.234488
04 May 2018 1.232895
03 May 2018 1.232294
02 May 2018 1.232628
01 May 2018 1.232297
30 Apr 2018 1.230368
27 Apr 2018 1.230365
26 Apr 2018 1.227980
24 Apr 2018 1.227286
23 Apr 2018 1.226189
20 Apr 2018 1.225010
19 Apr 2018 1.225274
18 Apr 2018 1.226010
17 Apr 2018 1.225070
16 Apr 2018 1.224295
13 Apr 2018 1.222576
12 Apr 2018 1.223663
11 Apr 2018 1.223483
10 Apr 2018 1.224799
09 Apr 2018 1.218100
06 Apr 2018 1.216704
05 Apr 2018 1.219280
04 Apr 2018 1.216428
03 Apr 2018 1.215576
29 Mar 2018 1.220547
28 Mar 2018 1.219380
27 Mar 2018 1.220439
26 Mar 2018 1.220315
23 Mar 2018 1.217900
22 Mar 2018 1.222545
21 Mar 2018 1.226618
20 Mar 2018 1.226711
19 Mar 2018 1.223873
16 Mar 2018 1.223339
15 Mar 2018 1.220473
14 Mar 2018 1.221279
13 Mar 2018 1.222451
12 Mar 2018 1.224038
09 Mar 2018 1.223945
08 Mar 2018 1.220388
07 Mar 2018 1.219481
06 Mar 2018 1.221332
05 Mar 2018 1.217097
02 Mar 2018 1.216253
01 Mar 2018 1.217863
28 Feb 2018 1.220116
27 Feb 2018 1.219282
26 Feb 2018 1.220214
23 Feb 2018 1.217483
22 Feb 2018 1.213929
21 Feb 2018 1.213206
20 Feb 2018 1.212548
19 Feb 2018 1.209642
16 Feb 2018 1.208160
15 Feb 2018 1.208000
14 Feb 2018 1.208269
13 Feb 2018 1.205546
12 Feb 2018 1.211704
09 Feb 2018 1.210394
08 Feb 2018 1.210599
07 Feb 2018 1.214771
06 Feb 2018 1.214300
05 Feb 2018 1.215959
02 Feb 2018 1.222840
01 Feb 2018 1.224407
31 Jan 2018 1.222010
30 Jan 2018 1.221281
29 Jan 2018 1.227017
25 Jan 2018 1.225980
24 Jan 2018 1.226509
23 Jan 2018 1.225607
22 Jan 2018 1.223909
19 Jan 2018 1.222507
18 Jan 2018 1.222258
17 Jan 2018 1.222519
16 Jan 2018 1.222370
15 Jan 2018 1.226789
12 Jan 2018 1.226270
11 Jan 2018 1.223941
10 Jan 2018 1.224713
09 Jan 2018 1.225474
08 Jan 2018 1.221399
05 Jan 2018 1.220724
04 Jan 2018 1.217871
03 Jan 2018 1.216691
02 Jan 2018 1.214347
29 Dec 2017 1.213186
28 Dec 2017 1.213565
27 Dec 2017 1.213145
22 Dec 2017 1.213860
21 Dec 2017 1.214856
20 Dec 2017 1.214835
19 Dec 2017 1.214286
18 Dec 2017 1.214277
15 Dec 2017 1.211018
14 Dec 2017 1.210705
13 Dec 2017 1.213790
12 Dec 2017 1.214198
11 Dec 2017 1.211279
08 Dec 2017 1.210499
07 Dec 2017 1.208148
06 Dec 2017 1.206026
05 Dec 2017 1.205866
04 Dec 2017 1.206998
01 Dec 2017 1.207737
30 Nov 2017 1.207665
29 Nov 2017 1.208266
28 Nov 2017 1.207242
27 Nov 2017 1.206406
24 Nov 2017 1.206049
23 Nov 2017 1.205409
22 Nov 2017 1.205744
21 Nov 2017 1.205055
20 Nov 2017 1.200602
17 Nov 2017 1.200082
16 Nov 2017 1.198670
15 Nov 2017 1.196985
14 Nov 2017 1.197134
13 Nov 2017 1.198004
10 Nov 2017 1.198078
09 Nov 2017 1.198938
08 Nov 2017 1.199482
07 Nov 2017 1.198156
06 Nov 2017 1.194124
03 Nov 2017 1.193816
02 Nov 2017 1.192316
01 Nov 2017 1.193503
31 Oct 2017 1.191346
30 Oct 2017 1.190750
27 Oct 2017 1.190677
26 Oct 2017 1.189379
25 Oct 2017 1.187751
24 Oct 2017 1.185777
23 Oct 2017 1.182331
20 Oct 2017 1.183361
19 Oct 2017 1.182553
18 Oct 2017 1.182783
17 Oct 2017 1.183952
16 Oct 2017 1.182582
13 Oct 2017 1.182138
12 Oct 2017 1.181238
11 Oct 2017 1.181301
10 Oct 2017 1.179059
09 Oct 2017 1.172745
06 Oct 2017 1.171528
05 Oct 2017 1.167735
04 Oct 2017 1.166500
03 Oct 2017 1.169335
02 Oct 2017 1.165651
29 Sep 2017 1.163889
28 Sep 2017 1.162931
27 Sep 2017 1.162217
26 Sep 2017 1.160468
25 Sep 2017 1.162798
22 Sep 2017 1.164692
21 Sep 2017 1.162331
20 Sep 2017 1.163720
19 Sep 2017 1.164494
18 Sep 2017 1.163143
15 Sep 2017 1.162456
14 Sep 2017 1.162860
13 Sep 2017 1.163248
12 Sep 2017 1.163463
11 Sep 2017 1.158669
08 Sep 2017 1.155006
07 Sep 2017 1.156995
06 Sep 2017 1.156380
05 Sep 2017 1.156839
04 Sep 2017 1.156803
01 Sep 2017 1.158260
31 Aug 2017 1.157865
30 Aug 2017 1.153964
29 Aug 2017 1.154916
28 Aug 2017 1.155555
25 Aug 2017 1.154319
24 Aug 2017 1.154147
23 Aug 2017 1.153968
22 Aug 2017 1.153536
21 Aug 2017 1.151414
18 Aug 2017 1.151558
17 Aug 2017 1.152187
16 Aug 2017 1.155951
15 Aug 2017 1.154819
14 Aug 2017 1.155308
11 Aug 2017 1.153236
10 Aug 2017 1.154840
09 Aug 2017 1.156907
08 Aug 2017 1.156363
07 Aug 2017 1.153933
04 Aug 2017 1.151805
03 Aug 2017 1.153182
02 Aug 2017 1.152901
01 Aug 2017 1.152773
31 Jul 2017 1.153351
28 Jul 2017 1.152517
27 Jul 2017 1.153582
26 Jul 2017 1.156061
25 Jul 2017 1.153469
24 Jul 2017 1.151522
21 Jul 2017 1.152663
20 Jul 2017 1.153277
19 Jul 2017 1.151827
18 Jul 2017 1.150191
17 Jul 2017 1.153260
14 Jul 2017 1.154498
13 Jul 2017 1.153419
12 Jul 2017 1.152116
11 Jul 2017 1.152212
10 Jul 2017 1.153348
07 Jul 2017 1.152852
06 Jul 2017 1.153505
05 Jul 2017 1.154463
04 Jul 2017 1.154037
03 Jul 2017 1.150458
01 Jul 2017 1.150461
30 Jun 2017 1.150461
29 Jun 2017 1.153784
28 Jun 2017 1.154827
27 Jun 2017 1.151948
26 Jun 2017 1.153245
23 Jun 2017 1.153306
22 Jun 2017 1.152654
21 Jun 2017 1.150575
20 Jun 2017 1.151896
19 Jun 2017 1.156245
16 Jun 2017 1.153812
15 Jun 2017 1.153136
14 Jun 2017 1.158731
13 Jun 2017 1.154532
09 Jun 2017 1.152288
08 Jun 2017 1.152463
07 Jun 2017 1.152731
06 Jun 2017 1.154253
05 Jun 2017 1.157123
02 Jun 2017 1.160290
01 Jun 2017 1.157418
31 May 2017 1.153288
30 May 2017 1.153016
29 May 2017 1.151567
26 May 2017 1.152555
25 May 2017 1.151252
24 May 2017 1.150316
23 May 2017 1.149243
22 May 2017 1.151300
19 May 2017 1.148669
18 May 2017 1.146296
17 May 2017 1.148926
16 May 2017 1.149549
15 May 2017 1.149029
12 May 2017 1.147413
11 May 2017 1.149101
10 May 2017 1.148981
09 May 2017 1.148677
08 May 2017 1.148427
05 May 2017 1.145858
04 May 2017 1.144270
03 May 2017 1.141710
02 May 2017 1.141970
01 May 2017 1.143076
28 Apr 2017 1.141008
27 Apr 2017 1.140900
26 Apr 2017 1.140170
24 Apr 2017 1.136313
21 Apr 2017 1.130263
20 Apr 2017 1.130491
19 Apr 2017 1.128311
18 Apr 2017 1.128301
13 Apr 2017 1.128335
12 Apr 2017 1.131979
11 Apr 2017 1.131908
10 Apr 2017 1.131280
07 Apr 2017 1.126662
06 Apr 2017 1.126217
05 Apr 2017 1.126075
04 Apr 2017 1.125678
03 Apr 2017 1.125854
02 Apr 2017 1.123500
01 Apr 2017 1.123500
31 Mar 2017 1.118139
30 Mar 2017 1.120440
29 Mar 2017 1.119725
28 Mar 2017 1.119852
27 Mar 2017 1.111866
24 Mar 2017 1.111846
23 Mar 2017 1.107575
22 Mar 2017 1.106180
21 Mar 2017 1.109370
20 Mar 2017 1.111029
17 Mar 2017 1.112781
16 Mar 2017 1.112056
15 Mar 2017 1.112411
14 Mar 2017 1.111159
13 Mar 2017 1.112143
10 Mar 2017 1.112872
09 Mar 2017 1.109830
08 Mar 2017 1.109169
07 Mar 2017 1.106913
06 Mar 2017 1.108616
03 Mar 2017 1.107850
02 Mar 2017 1.107161
01 Mar 2017 1.105638
28 Feb 2017 1.102778
27 Feb 2017 1.101683
24 Feb 2017 1.101720
23 Feb 2017 1.105086
22 Feb 2017 1.105640
21 Feb 2017 1.105308
20 Feb 2017 1.097970
17 Feb 2017 1.096844
16 Feb 2017 1.097083
15 Feb 2017 1.097032
14 Feb 2017 1.092899
13 Feb 2017 1.088730
10 Feb 2017 1.086342
09 Feb 2017 1.084608
08 Feb 2017 1.082733
07 Feb 2017 1.081810
06 Feb 2017 1.082805
03 Feb 2017 1.083338
02 Feb 2017 1.083620
01 Feb 2017 1.085920
31 Jan 2017 1.083340
30 Jan 2017 1.087694
27 Jan 2017 1.092200
25 Jan 2017 1.090243
24 Jan 2017 1.086152
23 Jan 2017 1.079815
20 Jan 2017 1.080205
19 Jan 2017 1.082574
18 Jan 2017 1.083436
17 Jan 2017 1.084237
16 Jan 2017 1.082991
13 Jan 2017 1.082219
12 Jan 2017 1.084303
11 Jan 2017 1.085340
10 Jan 2017 1.086059
09 Jan 2017 1.090163
06 Jan 2017 1.089996
05 Jan 2017 1.089779
04 Jan 2017 1.087811
03 Jan 2017 1.086359
30 Dec 2016 1.082573
29 Dec 2016 1.084908
28 Dec 2016 1.082948
23 Dec 2016 1.081510
22 Dec 2016 1.081031
21 Dec 2016 1.079285
20 Dec 2016 1.079075
19 Dec 2016 1.070894
16 Dec 2016 1.065776
15 Dec 2016 1.064950
14 Dec 2016 1.067777
13 Dec 2016 1.068168
12 Dec 2016 1.064559
09 Dec 2016 1.064820
08 Dec 2016 1.062893
07 Dec 2016 1.059702
06 Dec 2016 1.053412
05 Dec 2016 1.058071
02 Dec 2016 1.060645
01 Dec 2016 1.062696
30 Nov 2016 1.058720
29 Nov 2016 1.059621
28 Nov 2016 1.060075
25 Nov 2016 1.063135
24 Nov 2016 1.063324
23 Nov 2016 1.062203
22 Nov 2016 1.060896
21 Nov 2016 1.055662
18 Nov 2016 1.051518
17 Nov 2016 1.050623
16 Nov 2016 1.046204
15 Nov 2016 1.046264
14 Nov 2016 1.042106
11 Nov 2016 1.042590
10 Nov 2016 1.041284
09 Nov 2016 1.038506
08 Nov 2016 1.037456
07 Nov 2016 1.039453
04 Nov 2016 1.032387
03 Nov 2016 1.036498
02 Nov 2016 1.038148
01 Nov 2016 1.040882
31 Oct 2016 1.045038
28 Oct 2016 1.043787
27 Oct 2016 1.044201
26 Oct 2016 1.046164
25 Oct 2016 1.051784
24 Oct 2016 1.049583
21 Oct 2016 1.049187
20 Oct 2016 1.049392
19 Oct 2016 1.049592
18 Oct 2016 1.047339
17 Oct 2016 1.049971
14 Oct 2016 1.053435
13 Oct 2016 1.054449
12 Oct 2016 1.056716
11 Oct 2016 1.058909
10 Oct 2016 1.057069
07 Oct 2016 1.055652
06 Oct 2016 1.057081
05 Oct 2016 1.054394
04 Oct 2016 1.054349
03 Oct 2016 1.055843
30 Sep 2016 1.053987
29 Sep 2016 1.052481
28 Sep 2016 1.051199
27 Sep 2016 1.051050
26 Sep 2016 1.053459
23 Sep 2016 1.055631
22 Sep 2016 1.055125
21 Sep 2016 1.051787
20 Sep 2016 1.047728
19 Sep 2016 1.048066
16 Sep 2016 1.047876
15 Sep 2016 1.048351
14 Sep 2016 1.045255
13 Sep 2016 1.043032
12 Sep 2016 1.049420
09 Sep 2016 1.049963
08 Sep 2016 1.056885
07 Sep 2016 1.059720
06 Sep 2016 1.059096
05 Sep 2016 1.056402
02 Sep 2016 1.053750
01 Sep 2016 1.054054
31 Aug 2016 1.055563
30 Aug 2016 1.056493
29 Aug 2016 1.055470
26 Aug 2016 1.056202
25 Aug 2016 1.057530
24 Aug 2016 1.059732
23 Aug 2016 1.059722
22 Aug 2016 1.054293
19 Aug 2016 1.053870
18 Aug 2016 1.052394
17 Aug 2016 1.053725
16 Aug 2016 1.052815
15 Aug 2016 1.057413
12 Aug 2016 1.054855
11 Aug 2016 1.053935
10 Aug 2016 1.054567
09 Aug 2016 1.056341
08 Aug 2016 1.051873
05 Aug 2016 1.048233
04 Aug 2016 1.047610
03 Aug 2016 1.047214
02 Aug 2016 1.052599
01 Aug 2016 1.058906
29 Jul 2016 1.058051
28 Jul 2016 1.055168
27 Jul 2016 1.054861
26 Jul 2016 1.053727
25 Jul 2016 1.047403
22 Jul 2016 1.047096
21 Jul 2016 1.046579
20 Jul 2016 1.045285
19 Jul 2016 1.041741
18 Jul 2016 1.040645
15 Jul 2016 1.037373
14 Jul 2016 1.037446
13 Jul 2016 1.034757
12 Jul 2016 1.033558
11 Jul 2016 1.028260
08 Jul 2016 1.023063
07 Jul 2016 1.019228
06 Jul 2016 1.019235
05 Jul 2016 1.019556
04 Jul 2016 1.019784
01 Jul 2016 1.019613
30 Jun 2016 1.019336
29 Jun 2016 1.012985
28 Jun 2016 1.005116
27 Jun 2016 1.005205
24 Jun 2016 1.011356
23 Jun 2016 1.029667
22 Jun 2016 1.027141
21 Jun 2016 1.026971
20 Jun 2016 1.030922
17 Jun 2016 1.022905
16 Jun 2016 1.021093
15 Jun 2016 1.021564
14 Jun 2016 1.023209
10 Jun 2016 1.027249
09 Jun 2016 1.032640
08 Jun 2016 1.034734
07 Jun 2016 1.034273
06 Jun 2016 1.038233
03 Jun 2016 1.036303
02 Jun 2016 1.033920
01 Jun 2016 1.033399
31 May 2016 1.036926
30 May 2016 1.037554
27 May 2016 1.035999
26 May 2016 1.035223
25 May 2016 1.033423
24 May 2016 1.027674
23 May 2016 1.022035
20 May 2016 1.024302
19 May 2016 1.022636
18 May 2016 1.024674
17 May 2016 1.024848
16 May 2016 1.022346
13 May 2016 1.017974
12 May 2016 1.021453
11 May 2016 1.021459
10 May 2016 1.022493
09 May 2016 1.010929
06 May 2016 1.009192
05 May 2016 1.005364
04 May 2016 1.005412
03 May 2016 1.011141
02 May 2016 1.008677
29 Apr 2016 1.006810
28 Apr 2016 1.006990
27 Apr 2016 1.004717
26 Apr 2016 1.003653
22 Apr 2016 1.003314
21 Apr 2016 1.004358
20 Apr 2016 1.004059
19 Apr 2016 1.001486
18 Apr 2016 0.998361
15 Apr 2016 0.997167
14 Apr 2016 0.996700
13 Apr 2016 0.998269
12 Apr 2016 0.991822
11 Apr 2016 0.989545
08 Apr 2016 0.989422
07 Apr 2016 0.986300
06 Apr 2016 0.988279
05 Apr 2016 0.983686
04 Apr 2016 0.991197
01 Apr 2016 0.990349
31 Mar 2016 0.996192
30 Mar 2016 0.993859
29 Mar 2016 0.991113
25 Mar 2016 0.995700
24 Mar 2016 0.989696
23 Mar 2016 0.990989
22 Mar 2016 0.995983
21 Mar 2016 0.995076
18 Mar 2016 0.994550
17 Mar 2016 0.993358
16 Mar 2016 0.989661
15 Mar 2016 0.988006
14 Mar 2016 0.993191
11 Mar 2016 0.995374
10 Mar 2016 0.988333
09 Mar 2016 0.990933
08 Mar 2016 0.987741
07 Mar 2016 0.995039
04 Mar 2016 0.993284
03 Mar 2016 0.991500
02 Mar 2016 0.997713
01 Mar 2016 0.992726
29 Feb 2016 0.978788
26 Feb 2016 0.977448
25 Feb 2016 0.979598
24 Feb 2016 0.975497
23 Feb 2016 0.981915
22 Feb 2016 0.988871
19 Feb 2016 0.982526
17 Feb 2016 0.980163
16 Feb 2016 0.975521
15 Feb 2016 0.962603
12 Feb 2016 0.956147
11 Feb 2016 0.956946
10 Feb 2016 0.959547
09 Feb 2016 0.971037
08 Feb 2016 0.991002
05 Feb 2016 0.991972
04 Feb 2016 0.995963
03 Feb 2016 0.990998
02 Feb 2016 0.995843
01 Feb 2016 1.009961
29 Jan 2016 1.006144
28 Jan 2016 1.000224
27 Jan 2016 0.999042
25 Jan 2016 1.002541
22 Jan 2016 1.000600
20 Jan 2016 0.994598
19 Jan 2016 0.995223
18 Jan 2016 0.991021
15 Jan 2016 0.992112
14 Jan 2016 0.998296
13 Jan 2016 0.998044
12 Jan 2016 0.999554
11 Jan 2016 0.999124
08 Jan 2016 1.000100
05 Jan 2016 0.994353
04 Jan 2016 0.993137
01 Jan 2016 1.002700
31 Dec 2015 0.997581
30 Dec 2015 1.000972
29 Dec 2015 1.004362
25 Dec 2015 0.997600
24 Dec 2015 1.000400
23 Dec 2015 0.996964
22 Dec 2015 0.993682
18 Dec 2015 0.992605
17 Dec 2015 0.994081
16 Dec 2015 0.988711
11 Dec 2015 0.980722
10 Dec 2015 0.984925
09 Dec 2015 0.989452
08 Dec 2015 0.991371
07 Dec 2015 0.992794
04 Dec 2015 0.995753
03 Dec 2015 0.995296
02 Dec 2015 1.000460
01 Dec 2015 1.004992
30 Nov 2015 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 Member guide, or email us at info@tasplan.com.au or call us on 1800 005 166.