Tasplan OnTrack Build

Comparison between return target and return

Return

Tasplan OnTrack Build was introduced on 7 December 2016. There are no historical returns for Tasplan OnTrack Build.


Return target

3.9% each year after fees and taxes

Return target for 2018-19 to 2027-28 of 3.9% each year above inflation, fees and taxes. Future returns cannot be guaranteed. This is a prediction.


Statement of fees and other costs

$538 each year

Annual estimate for a member with a balance of $50,000


Level of investment risk

High

Negative returns expected in 4-6 years out of every 20 years.

Investment return

Latest returns for the period ended 30 Nov 2018
Rolling 1 month -0.88%
Rolling 3 months -4.72%
FYTD1 -2.12%
Rolling 1 year 2.33%
Rolling 3 years2 N/A
Rolling 5 years2 N/A
Rolling 7 years2 N/A
Rolling 10 years2 N/A

Please note that the performance information in this table shows net investment returns, that is, after tax and investment fees have been paid.

  • 1FYTD refers to the financial year to date. This shows how the option has performed since 1 July.
  • 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.

Asset allocation

Asset class Benchmark % Range %
Australian shares 30.0 % 15-45%
International shares 39.0 % 25-50%
Listed property 6.0 % 0-15%
Private equity 3.0 % 0-10%
Unlisted property 5.0 % 0-15%
Unlisted infrastructure 5.0 % 0-15%
Emerging market debt 2.0 % 0-10%
Absolute return 2.5 % 0-10%
Alternative debt 3.5 % 0-10%
Australian fixed interest 1.0 % 0-10%
Global sovereign 1.0 % 0-10%
Global credit 1.0 % 0-10%
Cash 1.0 % 0-15%

Unit prices

Date Sell price
14 Dec 2018 1.803475
13 Dec 2018 1.815744
12 Dec 2018 1.815535
11 Dec 2018 1.803312
10 Dec 2018 1.801570
07 Dec 2018 1.814727
06 Dec 2018 1.818986
05 Dec 2018 1.823074
04 Dec 2018 1.824165
03 Dec 2018 1.840541
30 Nov 2018 1.829095
29 Nov 2018 1.835509
28 Nov 2018 1.834730
27 Nov 2018 1.826798
26 Nov 2018 1.819705
23 Nov 2018 1.815749
22 Nov 2018 1.816302
21 Nov 2018 1.813736
20 Nov 2018 1.810526
19 Nov 2018 1.818113
16 Nov 2018 1.830196
15 Nov 2018 1.828926
14 Nov 2018 1.828266
13 Nov 2018 1.838786
12 Nov 2018 1.848770
09 Nov 2018 1.857716
08 Nov 2018 1.863776
07 Nov 2018 1.864226
06 Nov 2018 1.854448
05 Nov 2018 1.846242
02 Nov 2018 1.842926
01 Nov 2018 1.847243
31 Oct 2018 1.842139
30 Oct 2018 1.832093
29 Oct 2018 1.823082
26 Oct 2018 1.824008
25 Oct 2018 1.829100
24 Oct 2018 1.835037
23 Oct 2018 1.850535
22 Oct 2018 1.860846
19 Oct 2018 1.863916
18 Oct 2018 1.863593
17 Oct 2018 1.872041
16 Oct 2018 1.868269
15 Oct 2018 1.853335
12 Oct 2018 1.860598
11 Oct 2018 1.854800
10 Oct 2018 1.885205
09 Oct 2018 1.901387
08 Oct 2018 1.903110
05 Oct 2018 1.913038
04 Oct 2018 1.914622
03 Oct 2018 1.913551
02 Oct 2018 1.910335
01 Oct 2018 1.913705
28 Sep 2018 1.915451
27 Sep 2018 1.914757
26 Sep 2018 1.913417
25 Sep 2018 1.916049
24 Sep 2018 1.916842
21 Sep 2018 1.918687
20 Sep 2018 1.915168
19 Sep 2018 1.911986
18 Sep 2018 1.910233
17 Sep 2018 1.906160
14 Sep 2018 1.905552
13 Sep 2018 1.901752
12 Sep 2018 1.906325
11 Sep 2018 1.904101
10 Sep 2018 1.900352
07 Sep 2018 1.898947
06 Sep 2018 1.899952
05 Sep 2018 1.905538
04 Sep 2018 1.912967
03 Sep 2018 1.920374
31 Aug 2018 1.918821
30 Aug 2018 1.919226
29 Aug 2018 1.922929
28 Aug 2018 1.915586
27 Aug 2018 1.910289
24 Aug 2018 1.902045
23 Aug 2018 1.897844
22 Aug 2018 1.899068
21 Aug 2018 1.900179
20 Aug 2018 1.904473
17 Aug 2018 1.902295
16 Aug 2018 1.899815
15 Aug 2018 1.898621
14 Aug 2018 1.900819
13 Aug 2018 1.889949
10 Aug 2018 1.893801
09 Aug 2018 1.897819
08 Aug 2018 1.897432
07 Aug 2018 1.897160
06 Aug 2018 1.894365
03 Aug 2018 1.890259
02 Aug 2018 1.889680
01 Aug 2018 1.892687
31 Jul 2018 1.893585
30 Jul 2018 1.892261
27 Jul 2018 1.897428
26 Jul 2018 1.892478
25 Jul 2018 1.893813
24 Jul 2018 1.891778
23 Jul 2018 1.883994
20 Jul 2018 1.889736
19 Jul 2018 1.884206
18 Jul 2018 1.890205
17 Jul 2018 1.883220
16 Jul 2018 1.878162
13 Jul 2018 1.882961
12 Jul 2018 1.883332
11 Jul 2018 1.875691
10 Jul 2018 1.883242
09 Jul 2018 1.881743
06 Jul 2018 1.877063
05 Jul 2018 1.870003
04 Jul 2018 1.861715
03 Jul 2018 1.864494
02 Jul 2018 1.854040
30 Jun 2018 1.857981
29 Jun 2018 1.857981
28 Jun 2018 1.857773
27 Jun 2018 1.855094
26 Jun 2018 1.858592
25 Jun 2018 1.861458
22 Jun 2018 1.874767
21 Jun 2018 1.873015
20 Jun 2018 1.871065
19 Jun 2018 1.865561
18 Jun 2018 1.858287
15 Jun 2018 1.859141
14 Jun 2018 1.853505
13 Jun 2018 1.851877
12 Jun 2018 1.853793
08 Jun 2018 1.849924
07 Jun 2018 1.849313
06 Jun 2018 1.845879
05 Jun 2018 1.839521
04 Jun 2018 1.844117
01 Jun 2018 1.841757
31 May 2018 1.837623
30 May 2018 1.839989
29 May 2018 1.837097
28 May 2018 1.841204
25 May 2018 1.844779
24 May 2018 1.847070
23 May 2018 1.849553
22 May 2018 1.848681
21 May 2018 1.850662
18 May 2018 1.849334
17 May 2018 1.851024
16 May 2018 1.855622
15 May 2018 1.853418
14 May 2018 1.859045
11 May 2018 1.856990
10 May 2018 1.858243
09 May 2018 1.854417
08 May 2018 1.845332
07 May 2018 1.838573
04 May 2018 1.834349
03 May 2018 1.832479
02 May 2018 1.833462
01 May 2018 1.832961
30 Apr 2018 1.827933
27 Apr 2018 1.828351
26 Apr 2018 1.821903
24 Apr 2018 1.820175
23 Apr 2018 1.813388
20 Apr 2018 1.810809
19 Apr 2018 1.812621
18 Apr 2018 1.814679
17 Apr 2018 1.811885
16 Apr 2018 1.807032
13 Apr 2018 1.802586
12 Apr 2018 1.805457
11 Apr 2018 1.804822
10 Apr 2018 1.808765
09 Apr 2018 1.795267
06 Apr 2018 1.791596
05 Apr 2018 1.799500
04 Apr 2018 1.791236
03 Apr 2018 1.788701
29 Mar 2018 1.792118
28 Mar 2018 1.788655
27 Mar 2018 1.792316
26 Mar 2018 1.792453
23 Mar 2018 1.785500
22 Mar 2018 1.811207
21 Mar 2018 1.823485
20 Mar 2018 1.823825
19 Mar 2018 1.816282
16 Mar 2018 1.816517
15 Mar 2018 1.809341
14 Mar 2018 1.811633
13 Mar 2018 1.817747
12 Mar 2018 1.822367
09 Mar 2018 1.821812
08 Mar 2018 1.811703
07 Mar 2018 1.808788
06 Mar 2018 1.814087
05 Mar 2018 1.804324
02 Mar 2018 1.802115
01 Mar 2018 1.806586
28 Feb 2018 1.813913
27 Feb 2018 1.815421
26 Feb 2018 1.818717
23 Feb 2018 1.811087
22 Feb 2018 1.800778
21 Feb 2018 1.799284
20 Feb 2018 1.798075
19 Feb 2018 1.801458
16 Feb 2018 1.797963
15 Feb 2018 1.797400
14 Feb 2018 1.783419
13 Feb 2018 1.775447
12 Feb 2018 1.772274
09 Feb 2018 1.768278
08 Feb 2018 1.769079
07 Feb 2018 1.781555
06 Feb 2018 1.780300
05 Feb 2018 1.799247
02 Feb 2018 1.819311
01 Feb 2018 1.825050
31 Jan 2018 1.819312
30 Jan 2018 1.817610
29 Jan 2018 1.831580
25 Jan 2018 1.829351
24 Jan 2018 1.830568
23 Jan 2018 1.828266
22 Jan 2018 1.823770
19 Jan 2018 1.820194
18 Jan 2018 1.819176
17 Jan 2018 1.819930
16 Jan 2018 1.819308
15 Jan 2018 1.826974
12 Jan 2018 1.825568
11 Jan 2018 1.819441
10 Jan 2018 1.821053
09 Jan 2018 1.823262
08 Jan 2018 1.818745
05 Jan 2018 1.817266
04 Jan 2018 1.809563
03 Jan 2018 1.805959
02 Jan 2018 1.799966
29 Dec 2017 1.799883
28 Dec 2017 1.801131
27 Dec 2017 1.799825
22 Dec 2017 1.796456
21 Dec 2017 1.798800
20 Dec 2017 1.798714
19 Dec 2017 1.797595
18 Dec 2017 1.799416
15 Dec 2017 1.790770
14 Dec 2017 1.789868
13 Dec 2017 1.797618
12 Dec 2017 1.798477
11 Dec 2017 1.790083
08 Dec 2017 1.788064
07 Dec 2017 1.781957
06 Dec 2017 1.776631
05 Dec 2017 1.777004
04 Dec 2017 1.782993
01 Dec 2017 1.784985
30 Nov 2017 1.785212
29 Nov 2017 1.786690
28 Nov 2017 1.784290
27 Nov 2017 1.785218
24 Nov 2017 1.784911
23 Nov 2017 1.783199
22 Nov 2017 1.784008
21 Nov 2017 1.782188
20 Nov 2017 1.771955
17 Nov 2017 1.770951
16 Nov 2017 1.767619
15 Nov 2017 1.762898
14 Nov 2017 1.764050
13 Nov 2017 1.766240
10 Nov 2017 1.767019
09 Nov 2017 1.769407
08 Nov 2017 1.771037
07 Nov 2017 1.767767
06 Nov 2017 1.760832
03 Nov 2017 1.760360
02 Nov 2017 1.757046
01 Nov 2017 1.759637
31 Oct 2017 1.754693
30 Oct 2017 1.751467
27 Oct 2017 1.751433
26 Oct 2017 1.748459
25 Oct 2017 1.745055
24 Oct 2017 1.741306
23 Oct 2017 1.732780
20 Oct 2017 1.735478
19 Oct 2017 1.733697
18 Oct 2017 1.734231
17 Oct 2017 1.739942
16 Oct 2017 1.737199
13 Oct 2017 1.736266
12 Oct 2017 1.734180
11 Oct 2017 1.734327
10 Oct 2017 1.729458
09 Oct 2017 1.720640
06 Oct 2017 1.718357
05 Oct 2017 1.710569
04 Oct 2017 1.707893
03 Oct 2017 1.713807
02 Oct 2017 1.703297
29 Sep 2017 1.698797
28 Sep 2017 1.696144
27 Sep 2017 1.694455
26 Sep 2017 1.690525
25 Sep 2017 1.694846
22 Sep 2017 1.699792
21 Sep 2017 1.694023
20 Sep 2017 1.698259
19 Sep 2017 1.700063
18 Sep 2017 1.695415
15 Sep 2017 1.693584
14 Sep 2017 1.695006
13 Sep 2017 1.696184
12 Sep 2017 1.696891
11 Sep 2017 1.689284
08 Sep 2017 1.679894
07 Sep 2017 1.684735
06 Sep 2017 1.683177
05 Sep 2017 1.684423
04 Sep 2017 1.687209
01 Sep 2017 1.691249
31 Aug 2017 1.689999
30 Aug 2017 1.680197
29 Aug 2017 1.681370
28 Aug 2017 1.683623
25 Aug 2017 1.682311
24 Aug 2017 1.681831
23 Aug 2017 1.681441
22 Aug 2017 1.680827
21 Aug 2017 1.672993
18 Aug 2017 1.673612
17 Aug 2017 1.675920
16 Aug 2017 1.685406
15 Aug 2017 1.682263
14 Aug 2017 1.683932
11 Aug 2017 1.678369
10 Aug 2017 1.683176
09 Aug 2017 1.689009
08 Aug 2017 1.687911
07 Aug 2017 1.681624
04 Aug 2017 1.676255
03 Aug 2017 1.679618
02 Aug 2017 1.679426
01 Aug 2017 1.679661
31 Jul 2017 1.678038
28 Jul 2017 1.676191
27 Jul 2017 1.679831
26 Jul 2017 1.684890
25 Jul 2017 1.678693
24 Jul 2017 1.675303
21 Jul 2017 1.678596
20 Jul 2017 1.680768
19 Jul 2017 1.677106
18 Jul 2017 1.672510
17 Jul 2017 1.685213
14 Jul 2017 1.688288
13 Jul 2017 1.685038
12 Jul 2017 1.681125
11 Jul 2017 1.681323
10 Jul 2017 1.681545
07 Jul 2017 1.680234
06 Jul 2017 1.682356
05 Jul 2017 1.685169
04 Jul 2017 1.685009
03 Jul 2017 1.675438
01 Jul 2017 1.676444
30 Jun 2017 1.676444
29 Jun 2017 1.685681
28 Jun 2017 1.686165
27 Jun 2017 1.679155
26 Jun 2017 1.680665
23 Jun 2017 1.680695
22 Jun 2017 1.679241
21 Jun 2017 1.674075
20 Jun 2017 1.679654
19 Jun 2017 1.689749
16 Jun 2017 1.683779
15 Jun 2017 1.682014
14 Jun 2017 1.695155
13 Jun 2017 1.687928
09 Jun 2017 1.680954
08 Jun 2017 1.681450
07 Jun 2017 1.681675
06 Jun 2017 1.684529
05 Jun 2017 1.695614
02 Jun 2017 1.702891
01 Jun 2017 1.695654
31 May 2017 1.687396
30 May 2017 1.686723
29 May 2017 1.687651
26 May 2017 1.690943
25 May 2017 1.689848
24 May 2017 1.687090
23 May 2017 1.685057
22 May 2017 1.690436
19 May 2017 1.684039
18 May 2017 1.679498
17 May 2017 1.686003
16 May 2017 1.686661
15 May 2017 1.685314
12 May 2017 1.681868
11 May 2017 1.685895
10 May 2017 1.685786
09 May 2017 1.684396
08 May 2017 1.685416
05 May 2017 1.683602
04 May 2017 1.681342
03 May 2017 1.677199
02 May 2017 1.679676
01 May 2017 1.681869
28 Apr 2017 1.677869
27 Apr 2017 1.677787
26 Apr 2017 1.676403
24 Apr 2017 1.667641
21 Apr 2017 1.657298
20 Apr 2017 1.657995
19 Apr 2017 1.652641
18 Apr 2017 1.652910
13 Apr 2017 1.655996
12 Apr 2017 1.664567
11 Apr 2017 1.664651
10 Apr 2017 1.663299
07 Apr 2017 1.656976
06 Apr 2017 1.656163
05 Apr 2017 1.656302
04 Apr 2017 1.655479
03 Apr 2017 1.656090
02 Apr 2017 1.652300
01 Apr 2017 1.652300
31 Mar 2017 1.649171
30 Mar 2017 1.653180
29 Mar 2017 1.652002
28 Mar 2017 1.652377
27 Mar 2017 1.636803
24 Mar 2017 1.636924
23 Mar 2017 1.630278
22 Mar 2017 1.628030
21 Mar 2017 1.632491
20 Mar 2017 1.635746
17 Mar 2017 1.638588
16 Mar 2017 1.637528
15 Mar 2017 1.637426
14 Mar 2017 1.636172
13 Mar 2017 1.638052
10 Mar 2017 1.638927
09 Mar 2017 1.633730
08 Mar 2017 1.632785
07 Mar 2017 1.628306
06 Mar 2017 1.631239
03 Mar 2017 1.630272
02 Mar 2017 1.629225
01 Mar 2017 1.627327
28 Feb 2017 1.622025
27 Feb 2017 1.620169
24 Feb 2017 1.620284
23 Feb 2017 1.625820
22 Feb 2017 1.626532
21 Feb 2017 1.626036
20 Feb 2017 1.620702
17 Feb 2017 1.618927
16 Feb 2017 1.619409
15 Feb 2017 1.619191
14 Feb 2017 1.612247
13 Feb 2017 1.609070
10 Feb 2017 1.604976
09 Feb 2017 1.601957
08 Feb 2017 1.598740
07 Feb 2017 1.598433
06 Feb 2017 1.600122
03 Feb 2017 1.601348
02 Feb 2017 1.601265
01 Feb 2017 1.604822
31 Jan 2017 1.600735
30 Jan 2017 1.606244
27 Jan 2017 1.613970
25 Jan 2017 1.611087
24 Jan 2017 1.603900
23 Jan 2017 1.600109
20 Jan 2017 1.600705
19 Jan 2017 1.604161
18 Jan 2017 1.606086
17 Jan 2017 1.607193
16 Jan 2017 1.612799
13 Jan 2017 1.611968
12 Jan 2017 1.615080
11 Jan 2017 1.616418
10 Jan 2017 1.617676
09 Jan 2017 1.623792
06 Jan 2017 1.624076
05 Jan 2017 1.623739
04 Jan 2017 1.620117
03 Jan 2017 1.616666
30 Dec 2016 1.610469
29 Dec 2016 1.614197
28 Dec 2016 1.613202
23 Dec 2016 1.611461
22 Dec 2016 1.610627
21 Dec 2016 1.608117
20 Dec 2016 1.607922
19 Dec 2016 1.592065
16 Dec 2016 1.585452
15 Dec 2016 1.584315
14 Dec 2016 1.588023
13 Dec 2016 1.588900
12 Dec 2016 1.582370
09 Dec 2016 1.582770
08 Dec 2016 1.580234
07 Dec 2016 1.577700
06 Dec 2016 1.567659
05 Dec 2016 1.566644
02 Dec 2016 1.569674
01 Dec 2016 1.572127
30 Nov 2016 1.567272
29 Nov 2016 1.568420
28 Nov 2016 1.567288
25 Nov 2016 1.571030
24 Nov 2016 1.571180
23 Nov 2016 1.569804
22 Nov 2016 1.568243
21 Nov 2016 1.564246
18 Nov 2016 1.559101
17 Nov 2016 1.558100
16 Nov 2016 1.552671
15 Nov 2016 1.552759
14 Nov 2016 1.544726
11 Nov 2016 1.545363
10 Nov 2016 1.543869
09 Nov 2016 1.540482
08 Nov 2016 1.539205
07 Nov 2016 1.543928
04 Nov 2016 1.535122
03 Nov 2016 1.540165
02 Nov 2016 1.542219
01 Nov 2016 1.545646
31 Oct 2016 1.551477
28 Oct 2016 1.549949
27 Oct 2016 1.550483
26 Oct 2016 1.552918
25 Oct 2016 1.559754
24 Oct 2016 1.556492
21 Oct 2016 1.555948
20 Oct 2016 1.556223
19 Oct 2016 1.556485
18 Oct 2016 1.553694
17 Oct 2016 1.557682
14 Oct 2016 1.561923
13 Oct 2016 1.563105
12 Oct 2016 1.565913
11 Oct 2016 1.568618
10 Oct 2016 1.566342
07 Oct 2016 1.564555
06 Oct 2016 1.566339
05 Oct 2016 1.563111
04 Oct 2016 1.563008
03 Oct 2016 1.568660
30 Sep 2016 1.566415
29 Sep 2016 1.564530
28 Sep 2016 1.563034
27 Sep 2016 1.562802
26 Sep 2016 1.564699
23 Sep 2016 1.567472
22 Sep 2016 1.566942
21 Sep 2016 1.562699
20 Sep 2016 1.557599
19 Sep 2016 1.560970
16 Sep 2016 1.560654
15 Sep 2016 1.561322
14 Sep 2016 1.557425
13 Sep 2016 1.554729
12 Sep 2016 1.559813
09 Sep 2016 1.559862
08 Sep 2016 1.569302
07 Sep 2016 1.572969
06 Sep 2016 1.572144
05 Sep 2016 1.567158
02 Sep 2016 1.563909
01 Sep 2016 1.563968
31 Aug 2016 1.565896
30 Aug 2016 1.566931
29 Aug 2016 1.571119
26 Aug 2016 1.571980
25 Aug 2016 1.573686
24 Aug 2016 1.576653
23 Aug 2016 1.576771
22 Aug 2016 1.568414
19 Aug 2016 1.567945
18 Aug 2016 1.566311
17 Aug 2016 1.567800
16 Aug 2016 1.566708
15 Aug 2016 1.569648
12 Aug 2016 1.566387
11 Aug 2016 1.565208
10 Aug 2016 1.565797
09 Aug 2016 1.567979
08 Aug 2016 1.561668
05 Aug 2016 1.557012
04 Aug 2016 1.555888
03 Aug 2016 1.555209
02 Aug 2016 1.562039
01 Aug 2016 1.571743
29 Jul 2016 1.570731
28 Jul 2016 1.566809
27 Jul 2016 1.566371
26 Jul 2016 1.564956
25 Jul 2016 1.556664
22 Jul 2016 1.556358
21 Jul 2016 1.555701
20 Jul 2016 1.554147
19 Jul 2016 1.549485
18 Jul 2016 1.548316
15 Jul 2016 1.544404
14 Jul 2016 1.544563
13 Jul 2016 1.540895
12 Jul 2016 1.539283
11 Jul 2016 1.534970
08 Jul 2016 1.527925
07 Jul 2016 1.522582
06 Jul 2016 1.522432
05 Jul 2016 1.523078
04 Jul 2016 1.523664
01 Jul 2016 1.523379

Definitions

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.

Comparison between return target and return

Return

Tasplan OnTrack Sustain was introduced on 7 December 2016. There are no historical returns for Tasplan OnTrack Sustain.


Return target

3.1% each year after fees and taxes

Return target for 2018-19 to 2027-28 of 3.1% each year above inflation, fees and taxes. Future returns cannot be guaranteed. This is a prediction.


Statement of fees and other costs

$523 each year

Annual estimate for a member with a balance of $50,000


Level of investment risk

Medium to high

Negative returns expected in 3-4 years out of every 20 years.

Investment return

Latest returns for the period ended 30 Nov 2018
Rolling 1 month -0.69%
Rolling 3 months -3.52%
FYTD1 -1.34%
Rolling 1 year 2.74%
Rolling 3 years2 N/A
Rolling 5 years2 N/A
Rolling 7 years2 N/A
Rolling 10 years2 N/A

Please note that the performance information in this table shows net investment returns, that is, after tax and investment fees have been paid.

  • 1FYTD refers to the financial year to date. This shows how the option has performed since 1 July.
  • 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.

Asset allocation

Asset class Benchmark % Range %
Australian shares 24.0 % 10-35%
International shares 29.0 % 15-40%
Listed property 5.0 % 0-15%
Private equity 2.0 % 0-10%
Unlisted property 6.5 % 0-15%
Unlisted infrastructure 6.5 % 0-15%
Emerging market debt 2.0 % 0-10%
Absolute return 3.0 % 0-10%
Alternative debt 4.0 % 0-10%
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
14 Dec 2018 1.785832
13 Dec 2018 1.794952
12 Dec 2018 1.794773
11 Dec 2018 1.785499
10 Dec 2018 1.784146
07 Dec 2018 1.793461
06 Dec 2018 1.796435
05 Dec 2018 1.799253
04 Dec 2018 1.799878
03 Dec 2018 1.811929
30 Nov 2018 1.803130
29 Nov 2018 1.808173
28 Nov 2018 1.807697
27 Nov 2018 1.802033
26 Nov 2018 1.796515
23 Nov 2018 1.793768
22 Nov 2018 1.794028
21 Nov 2018 1.792048
20 Nov 2018 1.789645
19 Nov 2018 1.794892
16 Nov 2018 1.803825
15 Nov 2018 1.802921
14 Nov 2018 1.802653
13 Nov 2018 1.810601
12 Nov 2018 1.818281
09 Nov 2018 1.824583
08 Nov 2018 1.828885
07 Nov 2018 1.829182
06 Nov 2018 1.822140
05 Nov 2018 1.817268
02 Nov 2018 1.814605
01 Nov 2018 1.818076
31 Oct 2018 1.814446
30 Oct 2018 1.807048
29 Oct 2018 1.799804
26 Oct 2018 1.800411
25 Oct 2018 1.803900
24 Oct 2018 1.808847
23 Oct 2018 1.820138
22 Oct 2018 1.827674
19 Oct 2018 1.829928
18 Oct 2018 1.829615
17 Oct 2018 1.835792
16 Oct 2018 1.832783
15 Oct 2018 1.821985
12 Oct 2018 1.827437
11 Oct 2018 1.823300
10 Oct 2018 1.845395
09 Oct 2018 1.857257
08 Oct 2018 1.857892
05 Oct 2018 1.865387
04 Oct 2018 1.866322
03 Oct 2018 1.865025
02 Oct 2018 1.862495
01 Oct 2018 1.864837
28 Sep 2018 1.866184
27 Sep 2018 1.865548
26 Sep 2018 1.864453
25 Sep 2018 1.866449
24 Sep 2018 1.867451
21 Sep 2018 1.868650
20 Sep 2018 1.866068
19 Sep 2018 1.863909
18 Sep 2018 1.862718
17 Sep 2018 1.859863
14 Sep 2018 1.859166
13 Sep 2018 1.856279
12 Sep 2018 1.860112
11 Sep 2018 1.858416
10 Sep 2018 1.855373
07 Sep 2018 1.854251
06 Sep 2018 1.854907
05 Sep 2018 1.859033
04 Sep 2018 1.864498
03 Sep 2018 1.870139
31 Aug 2018 1.868775
30 Aug 2018 1.868931
29 Aug 2018 1.871572
28 Aug 2018 1.865995
27 Aug 2018 1.861827
24 Aug 2018 1.855730
23 Aug 2018 1.852647
22 Aug 2018 1.853404
21 Aug 2018 1.854322
20 Aug 2018 1.857540
17 Aug 2018 1.855951
16 Aug 2018 1.854119
15 Aug 2018 1.853446
14 Aug 2018 1.854710
13 Aug 2018 1.845993
10 Aug 2018 1.848611
09 Aug 2018 1.851200
08 Aug 2018 1.850853
07 Aug 2018 1.850624
06 Aug 2018 1.848644
03 Aug 2018 1.845445
02 Aug 2018 1.845134
01 Aug 2018 1.847302
31 Jul 2018 1.847923
30 Jul 2018 1.846857
27 Jul 2018 1.850670
26 Jul 2018 1.846715
25 Jul 2018 1.847737
24 Jul 2018 1.846338
23 Jul 2018 1.840371
20 Jul 2018 1.844753
19 Jul 2018 1.840549
18 Jul 2018 1.845040
17 Jul 2018 1.839651
16 Jul 2018 1.835320
13 Jul 2018 1.838905
12 Jul 2018 1.839272
11 Jul 2018 1.833629
10 Jul 2018 1.839034
09 Jul 2018 1.836489
06 Jul 2018 1.833158
05 Jul 2018 1.827988
04 Jul 2018 1.821746
03 Jul 2018 1.823880
02 Jul 2018 1.814880
30 Jun 2018 1.817679
29 Jun 2018 1.817679
28 Jun 2018 1.817757
27 Jun 2018 1.815707
26 Jun 2018 1.818113
25 Jun 2018 1.820099
22 Jun 2018 1.829803
21 Jun 2018 1.828615
20 Jun 2018 1.826837
19 Jun 2018 1.822732
18 Jun 2018 1.816608
15 Jun 2018 1.817021
14 Jun 2018 1.812440
13 Jun 2018 1.811119
12 Jun 2018 1.812457
08 Jun 2018 1.810380
07 Jun 2018 1.809840
06 Jun 2018 1.807150
05 Jun 2018 1.802408
04 Jun 2018 1.806006
01 Jun 2018 1.804308
31 May 2018 1.801320
30 May 2018 1.803055
29 May 2018 1.800971
28 May 2018 1.803263
25 May 2018 1.805925
24 May 2018 1.807598
23 May 2018 1.809442
22 May 2018 1.808642
21 May 2018 1.811007
18 May 2018 1.810029
17 May 2018 1.811233
16 May 2018 1.814766
15 May 2018 1.813087
14 May 2018 1.817824
11 May 2018 1.816227
10 May 2018 1.817300
09 May 2018 1.814529
08 May 2018 1.807673
07 May 2018 1.802643
04 May 2018 1.799418
03 May 2018 1.798180
02 May 2018 1.798796
01 May 2018 1.798260
30 Apr 2018 1.794999
27 Apr 2018 1.795150
26 Apr 2018 1.790242
24 Apr 2018 1.788971
23 Apr 2018 1.784454
20 Apr 2018 1.782301
19 Apr 2018 1.783455
18 Apr 2018 1.784983
17 Apr 2018 1.782890
16 Apr 2018 1.779558
13 Apr 2018 1.776094
12 Apr 2018 1.778296
11 Apr 2018 1.777876
10 Apr 2018 1.780870
09 Apr 2018 1.769081
06 Apr 2018 1.766325
05 Apr 2018 1.771864
04 Apr 2018 1.765853
03 Apr 2018 1.764040
29 Mar 2018 1.766014
28 Mar 2018 1.763545
27 Mar 2018 1.766200
26 Mar 2018 1.766128
23 Mar 2018 1.761100
22 Mar 2018 1.780229
21 Mar 2018 1.789217
20 Mar 2018 1.789433
19 Mar 2018 1.783612
16 Mar 2018 1.783420
15 Mar 2018 1.777804
14 Mar 2018 1.779547
13 Mar 2018 1.784584
12 Mar 2018 1.788108
09 Mar 2018 1.787709
08 Mar 2018 1.780002
07 Mar 2018 1.777805
06 Mar 2018 1.781933
05 Mar 2018 1.774465
02 Mar 2018 1.772837
01 Mar 2018 1.776282
28 Feb 2018 1.781659
27 Feb 2018 1.782408
26 Feb 2018 1.784725
23 Feb 2018 1.778889
22 Feb 2018 1.771080
21 Feb 2018 1.769848
20 Feb 2018 1.768831
19 Feb 2018 1.771209
16 Feb 2018 1.768393
15 Feb 2018 1.768000
14 Feb 2018 1.757454
13 Feb 2018 1.751539
12 Feb 2018 1.749245
09 Feb 2018 1.746388
08 Feb 2018 1.747005
07 Feb 2018 1.755985
06 Feb 2018 1.755000
05 Feb 2018 1.769657
02 Feb 2018 1.784465
01 Feb 2018 1.788357
31 Jan 2018 1.783896
30 Jan 2018 1.782572
29 Jan 2018 1.792739
25 Jan 2018 1.790934
24 Jan 2018 1.791886
23 Jan 2018 1.790128
22 Jan 2018 1.787100
19 Jan 2018 1.784443
18 Jan 2018 1.783773
17 Jan 2018 1.784307
16 Jan 2018 1.783958
15 Jan 2018 1.790092
12 Jan 2018 1.789027
11 Jan 2018 1.784408
10 Jan 2018 1.785739
09 Jan 2018 1.787421
08 Jan 2018 1.781042
05 Jan 2018 1.779853
04 Jan 2018 1.774011
03 Jan 2018 1.771393
02 Jan 2018 1.766833
29 Dec 2017 1.765771
28 Dec 2017 1.766692
27 Dec 2017 1.765727
22 Dec 2017 1.762430
21 Dec 2017 1.764229
20 Dec 2017 1.764211
19 Dec 2017 1.763311
18 Dec 2017 1.764890
15 Dec 2017 1.758416
14 Dec 2017 1.757779
13 Dec 2017 1.763660
12 Dec 2017 1.764335
11 Dec 2017 1.757420
08 Dec 2017 1.755894
07 Dec 2017 1.751245
06 Dec 2017 1.747124
05 Dec 2017 1.747268
04 Dec 2017 1.751732
01 Dec 2017 1.753233
30 Nov 2017 1.753265
29 Nov 2017 1.754452
28 Nov 2017 1.752559
27 Nov 2017 1.752931
24 Nov 2017 1.752538
23 Nov 2017 1.751288
22 Nov 2017 1.751914
21 Nov 2017 1.750541
20 Nov 2017 1.743024
17 Nov 2017 1.742213
16 Nov 2017 1.739613
15 Nov 2017 1.736186
14 Nov 2017 1.736894
13 Nov 2017 1.739031
10 Nov 2017 1.739503
09 Nov 2017 1.741305
08 Nov 2017 1.742387
07 Nov 2017 1.739882
06 Nov 2017 1.733721
03 Nov 2017 1.733335
02 Nov 2017 1.730738
01 Nov 2017 1.732758
31 Oct 2017 1.728954
30 Oct 2017 1.726651
27 Oct 2017 1.726558
26 Oct 2017 1.724357
25 Oct 2017 1.721682
24 Oct 2017 1.718633
23 Oct 2017 1.712350
20 Oct 2017 1.714335
19 Oct 2017 1.712939
18 Oct 2017 1.713339
17 Oct 2017 1.717518
16 Oct 2017 1.715275
13 Oct 2017 1.714497
12 Oct 2017 1.712903
11 Oct 2017 1.712981
10 Oct 2017 1.709198
09 Oct 2017 1.701676
06 Oct 2017 1.699757
05 Oct 2017 1.693516
04 Oct 2017 1.691509
03 Oct 2017 1.696228
02 Oct 2017 1.688512
29 Sep 2017 1.684952
28 Sep 2017 1.682986
27 Sep 2017 1.681678
26 Sep 2017 1.678650
25 Sep 2017 1.681965
22 Sep 2017 1.685442
21 Sep 2017 1.681038
20 Sep 2017 1.684228
19 Sep 2017 1.685619
18 Sep 2017 1.683338
15 Sep 2017 1.681876
14 Sep 2017 1.683080
13 Sep 2017 1.683954
12 Sep 2017 1.684466
11 Sep 2017 1.677746
08 Sep 2017 1.670499
07 Sep 2017 1.674316
06 Sep 2017 1.673164
05 Sep 2017 1.674199
04 Sep 2017 1.676112
01 Sep 2017 1.679205
31 Aug 2017 1.678279
30 Aug 2017 1.670626
29 Aug 2017 1.671896
28 Aug 2017 1.673564
25 Aug 2017 1.671752
24 Aug 2017 1.671409
23 Aug 2017 1.671079
22 Aug 2017 1.670489
21 Aug 2017 1.665199
18 Aug 2017 1.665647
17 Aug 2017 1.667291
16 Aug 2017 1.674651
15 Aug 2017 1.672265
14 Aug 2017 1.673167
11 Aug 2017 1.668950
10 Aug 2017 1.672552
09 Aug 2017 1.676877
08 Aug 2017 1.675921
07 Aug 2017 1.670473
04 Aug 2017 1.666323
03 Aug 2017 1.668947
02 Aug 2017 1.668689
01 Aug 2017 1.668775
31 Jul 2017 1.668466
28 Jul 2017 1.666983
27 Jul 2017 1.669670
26 Jul 2017 1.673718
25 Jul 2017 1.668876
24 Jul 2017 1.665992
21 Jul 2017 1.668451
20 Jul 2017 1.670032
19 Jul 2017 1.667212
18 Jul 2017 1.663762
17 Jul 2017 1.672972
14 Jul 2017 1.675318
13 Jul 2017 1.673106
12 Jul 2017 1.670394
11 Jul 2017 1.670665
10 Jul 2017 1.670661
07 Jul 2017 1.669663
06 Jul 2017 1.671290
05 Jul 2017 1.673298
04 Jul 2017 1.672662
03 Jul 2017 1.665148
01 Jul 2017 1.665901
30 Jun 2017 1.665901
29 Jun 2017 1.673013
28 Jun 2017 1.673310
27 Jun 2017 1.667969
26 Jun 2017 1.669122
23 Jun 2017 1.669150
22 Jun 2017 1.668031
21 Jun 2017 1.663971
20 Jun 2017 1.668212
19 Jun 2017 1.675814
16 Jun 2017 1.671316
15 Jun 2017 1.670012
14 Jun 2017 1.680009
13 Jun 2017 1.674466
09 Jun 2017 1.669107
08 Jun 2017 1.669453
07 Jun 2017 1.669614
06 Jun 2017 1.671878
05 Jun 2017 1.679748
02 Jun 2017 1.685343
01 Jun 2017 1.679869
31 May 2017 1.673462
30 May 2017 1.672926
29 May 2017 1.673534
26 May 2017 1.676082
25 May 2017 1.675141
24 May 2017 1.673028
23 May 2017 1.671391
22 May 2017 1.675333
19 May 2017 1.670309
18 May 2017 1.666845
17 May 2017 1.671917
16 May 2017 1.672369
15 May 2017 1.671369
12 May 2017 1.668759
11 May 2017 1.671897
10 May 2017 1.671745
09 May 2017 1.670673
08 May 2017 1.671440
05 May 2017 1.669624
04 May 2017 1.667974
03 May 2017 1.664747
02 May 2017 1.666659
01 May 2017 1.668428
28 Apr 2017 1.665306
27 Apr 2017 1.665180
26 Apr 2017 1.664037
24 Apr 2017 1.657203
21 Apr 2017 1.649442
20 Apr 2017 1.649915
19 Apr 2017 1.645809
18 Apr 2017 1.645974
13 Apr 2017 1.648261
12 Apr 2017 1.655005
11 Apr 2017 1.655004
10 Apr 2017 1.653908
07 Apr 2017 1.648688
06 Apr 2017 1.647986
05 Apr 2017 1.648033
04 Apr 2017 1.647325
03 Apr 2017 1.647796
02 Apr 2017 1.644500
01 Apr 2017 1.644500
31 Mar 2017 1.640240
30 Mar 2017 1.643336
29 Mar 2017 1.642393
28 Mar 2017 1.642634
27 Mar 2017 1.629285
24 Mar 2017 1.629309
23 Mar 2017 1.624005
22 Mar 2017 1.622217
21 Mar 2017 1.625057
20 Mar 2017 1.627468
17 Mar 2017 1.629639
16 Mar 2017 1.628773
15 Mar 2017 1.628812
14 Mar 2017 1.628678
13 Mar 2017 1.630071
10 Mar 2017 1.630770
09 Mar 2017 1.626758
08 Mar 2017 1.625984
07 Mar 2017 1.622245
06 Mar 2017 1.624481
03 Mar 2017 1.623631
02 Mar 2017 1.622780
01 Mar 2017 1.621182
28 Feb 2017 1.617174
27 Feb 2017 1.615245
24 Feb 2017 1.615271
23 Feb 2017 1.619500
22 Feb 2017 1.620065
21 Feb 2017 1.619661
20 Feb 2017 1.615922
17 Feb 2017 1.614491
16 Feb 2017 1.614828
15 Feb 2017 1.614674
14 Feb 2017 1.609371
13 Feb 2017 1.606705
10 Feb 2017 1.603531
09 Feb 2017 1.601224
08 Feb 2017 1.598745
07 Feb 2017 1.598495
06 Feb 2017 1.599784
03 Feb 2017 1.600620
02 Feb 2017 1.600646
01 Feb 2017 1.603443
31 Jan 2017 1.600229
30 Jan 2017 1.604619
27 Jan 2017 1.610598
25 Jan 2017 1.608244
24 Jan 2017 1.602654
23 Jan 2017 1.599987
20 Jan 2017 1.600408
19 Jan 2017 1.603217
18 Jan 2017 1.604632
17 Jan 2017 1.605533
16 Jan 2017 1.610161
13 Jan 2017 1.609374
12 Jan 2017 1.611897
11 Jan 2017 1.613031
10 Jan 2017 1.614010
09 Jan 2017 1.616899
06 Jan 2017 1.617000
05 Jan 2017 1.616717
04 Jan 2017 1.613929
03 Jan 2017 1.611030
30 Dec 2016 1.606105
29 Dec 2016 1.609042
28 Dec 2016 1.608286
23 Dec 2016 1.606740
22 Dec 2016 1.606063
21 Dec 2016 1.604002
20 Dec 2016 1.603817
19 Dec 2016 1.591934
16 Dec 2016 1.585381
15 Dec 2016 1.584254
14 Dec 2016 1.587921
13 Dec 2016 1.588783
12 Dec 2016 1.582370
09 Dec 2016 1.582770
08 Dec 2016 1.580234
07 Dec 2016 1.577700
06 Dec 2016 1.567659
05 Dec 2016 1.566644
02 Dec 2016 1.569674
01 Dec 2016 1.572127
30 Nov 2016 1.567272
29 Nov 2016 1.568420
28 Nov 2016 1.567288
25 Nov 2016 1.571030
24 Nov 2016 1.571180
23 Nov 2016 1.569804
22 Nov 2016 1.568243
21 Nov 2016 1.564246
18 Nov 2016 1.559101
17 Nov 2016 1.558100
16 Nov 2016 1.552671
15 Nov 2016 1.552759
14 Nov 2016 1.544726
11 Nov 2016 1.545363
10 Nov 2016 1.543869
09 Nov 2016 1.540482
08 Nov 2016 1.539205
07 Nov 2016 1.543928
04 Nov 2016 1.535122
03 Nov 2016 1.540165
02 Nov 2016 1.542219
01 Nov 2016 1.545646
31 Oct 2016 1.551477
28 Oct 2016 1.549949
27 Oct 2016 1.550483
26 Oct 2016 1.552918
25 Oct 2016 1.559754
24 Oct 2016 1.556492
21 Oct 2016 1.555948
20 Oct 2016 1.556223
19 Oct 2016 1.556485
18 Oct 2016 1.553694
17 Oct 2016 1.557682
14 Oct 2016 1.561923
13 Oct 2016 1.563105
12 Oct 2016 1.565913
11 Oct 2016 1.568618
10 Oct 2016 1.566342
07 Oct 2016 1.564555
06 Oct 2016 1.566339
05 Oct 2016 1.563111
04 Oct 2016 1.563008
03 Oct 2016 1.568660
30 Sep 2016 1.566415
29 Sep 2016 1.564530
28 Sep 2016 1.563034
27 Sep 2016 1.562802
26 Sep 2016 1.564699
23 Sep 2016 1.567472
22 Sep 2016 1.566942
21 Sep 2016 1.562699
20 Sep 2016 1.557599
19 Sep 2016 1.560970
16 Sep 2016 1.560654
15 Sep 2016 1.561322
14 Sep 2016 1.557425
13 Sep 2016 1.554729
12 Sep 2016 1.559813
09 Sep 2016 1.559862
08 Sep 2016 1.569302
07 Sep 2016 1.572969
06 Sep 2016 1.572144
05 Sep 2016 1.567158
02 Sep 2016 1.563909
01 Sep 2016 1.563968
31 Aug 2016 1.565896
30 Aug 2016 1.566931
29 Aug 2016 1.571119
26 Aug 2016 1.571980
25 Aug 2016 1.573686
24 Aug 2016 1.576653
23 Aug 2016 1.576771
22 Aug 2016 1.568414
19 Aug 2016 1.567945
18 Aug 2016 1.566311
17 Aug 2016 1.567800
16 Aug 2016 1.566708
15 Aug 2016 1.569648
12 Aug 2016 1.566387
11 Aug 2016 1.565208
10 Aug 2016 1.565797
09 Aug 2016 1.567979
08 Aug 2016 1.561668
05 Aug 2016 1.557012
04 Aug 2016 1.555888
03 Aug 2016 1.555209
02 Aug 2016 1.562039
01 Aug 2016 1.571743
29 Jul 2016 1.570731
28 Jul 2016 1.566809
27 Jul 2016 1.566371
26 Jul 2016 1.564956
25 Jul 2016 1.556664
22 Jul 2016 1.556358
21 Jul 2016 1.555701
20 Jul 2016 1.554147
19 Jul 2016 1.549485
18 Jul 2016 1.548316
15 Jul 2016 1.544404
14 Jul 2016 1.544563
13 Jul 2016 1.540895
12 Jul 2016 1.539283
11 Jul 2016 1.534970
08 Jul 2016 1.527925
07 Jul 2016 1.522582
06 Jul 2016 1.522432
05 Jul 2016 1.523078
04 Jul 2016 1.523664
01 Jul 2016 1.523379

Definitions

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.

Comparison between return target and return

Return

Tasplan OnTrack Control was introduced on 7 December 2016. There are no historical returns for Tasplan OnTrack Control.


Return target

2.4% each year after fees and taxes

Return target for 2018-19 to 2027-28 of 2.4% each year above inflation, fees and taxes. Future returns cannot be guaranteed. This is a prediction.


Statement of fees and other costs

$503 each year

Annual estimate for a member with a balance of $50,000


Level of investment risk

Medium

Negative returns expected in 2-3 years out of every 20 years.

Investment return

Latest returns for the period ended 30 Nov 2018
Rolling 1 month -0.45%
Rolling 3 months -2.30%
FYTD1 -0.50%
Rolling 1 year 3.10%
Rolling 3 years2 N/A
Rolling 5 years2 N/A
Rolling 7 years2 N/A
Rolling 10 years2 N/A

Please note that the performance information in this table shows net investment returns, that is, after tax and investment fees have been paid.

  • 1FYTD refers to the financial year to date. This shows how the option has performed since 1 July.
  • 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.

Asset allocation

Asset class Benchmark % Range %
Australian shares 18.0 % 5-30%
International shares 20.0 % 5-35%
Listed property 4.0 % 0-10%
Private equity 1.0 % 0-5%
Unlisted property 7.5 % 0-15%
Unlisted infrastructure 7.5 % 0-15%
Emerging market debt 2.0 % 0-10%
Absolute return 3.0 % 0-10%
Alternative debt 5.0 % 0-10%
Australian fixed interest 8.0 % 0-20%
Global sovereign 8.0 % 0-20%
Global credit 6.0 % 0-20%
Cash 10.0 % 5-30%

Unit prices

Date Sell price
14 Dec 2018 1.771161
13 Dec 2018 1.777183
12 Dec 2018 1.777035
11 Dec 2018 1.770799
10 Dec 2018 1.769865
07 Dec 2018 1.774478
06 Dec 2018 1.776329
05 Dec 2018 1.778069
04 Dec 2018 1.778371
03 Dec 2018 1.786345
30 Nov 2018 1.780709
29 Nov 2018 1.784249
28 Nov 2018 1.783910
27 Nov 2018 1.780182
26 Nov 2018 1.776470
23 Nov 2018 1.774697
22 Nov 2018 1.774756
21 Nov 2018 1.773317
20 Nov 2018 1.771699
19 Nov 2018 1.775086
16 Nov 2018 1.781035
15 Nov 2018 1.780436
14 Nov 2018 1.780306
13 Nov 2018 1.785773
12 Nov 2018 1.790404
09 Nov 2018 1.794467
08 Nov 2018 1.797279
07 Nov 2018 1.797436
06 Nov 2018 1.792742
05 Nov 2018 1.790566
02 Nov 2018 1.788708
01 Nov 2018 1.791048
31 Oct 2018 1.788672
30 Oct 2018 1.783750
29 Oct 2018 1.778539
26 Oct 2018 1.778781
25 Oct 2018 1.781000
24 Oct 2018 1.784684
23 Oct 2018 1.792172
22 Oct 2018 1.796831
19 Oct 2018 1.798265
18 Oct 2018 1.798017
17 Oct 2018 1.802018
16 Oct 2018 1.799903
15 Oct 2018 1.792793
12 Oct 2018 1.796417
11 Oct 2018 1.793700
10 Oct 2018 1.808780
09 Oct 2018 1.816557
08 Oct 2018 1.816575
05 Oct 2018 1.821656
04 Oct 2018 1.822185
03 Oct 2018 1.821127
02 Oct 2018 1.819352
01 Oct 2018 1.820659
28 Sep 2018 1.821543
27 Sep 2018 1.821039
26 Sep 2018 1.820274
25 Sep 2018 1.821601
24 Sep 2018 1.822359
21 Sep 2018 1.823063
20 Sep 2018 1.821273
19 Sep 2018 1.819875
18 Sep 2018 1.819060
17 Sep 2018 1.816868
14 Sep 2018 1.816250
13 Sep 2018 1.814282
12 Sep 2018 1.816968
11 Sep 2018 1.815824
10 Sep 2018 1.813371
07 Sep 2018 1.812536
06 Sep 2018 1.812952
05 Sep 2018 1.815778
04 Sep 2018 1.819502
03 Sep 2018 1.823592
31 Aug 2018 1.822564
30 Aug 2018 1.822638
29 Aug 2018 1.824359
28 Aug 2018 1.820489
27 Aug 2018 1.817490
24 Aug 2018 1.813336
23 Aug 2018 1.811260
22 Aug 2018 1.811751
21 Aug 2018 1.812426
20 Aug 2018 1.814607
17 Aug 2018 1.813497
16 Aug 2018 1.812255
15 Aug 2018 1.811845
14 Aug 2018 1.812493
13 Aug 2018 1.805236
10 Aug 2018 1.806885
09 Aug 2018 1.808499
08 Aug 2018 1.808186
07 Aug 2018 1.807977
06 Aug 2018 1.806587
03 Aug 2018 1.804256
02 Aug 2018 1.804088
01 Aug 2018 1.805566
31 Jul 2018 1.805983
30 Jul 2018 1.805038
27 Jul 2018 1.807525
26 Jul 2018 1.804685
25 Jul 2018 1.805364
24 Jul 2018 1.804470
23 Jul 2018 1.800307
20 Jul 2018 1.803296
19 Jul 2018 1.800381
18 Jul 2018 1.803366
17 Jul 2018 1.799593
16 Jul 2018 1.796140
13 Jul 2018 1.798543
12 Jul 2018 1.798792
11 Jul 2018 1.794865
10 Jul 2018 1.798514
09 Jul 2018 1.794575
06 Jul 2018 1.792296
05 Jul 2018 1.788762
04 Jul 2018 1.784477
03 Jul 2018 1.785936
02 Jul 2018 1.778492
30 Jun 2018 1.780306
29 Jun 2018 1.780306
28 Jun 2018 1.780436
27 Jun 2018 1.778966
26 Jun 2018 1.780515
25 Jun 2018 1.781660
22 Jun 2018 1.788105
21 Jun 2018 1.787309
20 Jun 2018 1.785910
19 Jun 2018 1.783017
18 Jun 2018 1.778413
15 Jun 2018 1.778537
14 Jun 2018 1.775204
13 Jun 2018 1.774263
12 Jun 2018 1.775143
08 Jun 2018 1.774406
07 Jun 2018 1.774002
06 Jun 2018 1.772101
05 Jun 2018 1.768898
04 Jun 2018 1.771542
01 Jun 2018 1.770331
31 May 2018 1.768368
30 May 2018 1.769477
29 May 2018 1.768121
28 May 2018 1.768645
25 May 2018 1.770398
24 May 2018 1.771488
23 May 2018 1.772691
22 May 2018 1.772074
21 May 2018 1.774948
18 May 2018 1.774239
17 May 2018 1.775003
16 May 2018 1.777414
15 May 2018 1.776235
14 May 2018 1.779867
11 May 2018 1.778682
10 May 2018 1.779451
09 May 2018 1.777576
08 May 2018 1.772867
07 May 2018 1.769401
04 May 2018 1.767088
03 May 2018 1.766317
02 May 2018 1.766638
01 May 2018 1.766162
30 Apr 2018 1.764138
27 Apr 2018 1.764087
26 Apr 2018 1.760645
24 Apr 2018 1.759760
23 Apr 2018 1.757250
20 Apr 2018 1.755640
19 Apr 2018 1.756299
18 Apr 2018 1.757273
17 Apr 2018 1.755855
16 Apr 2018 1.753876
13 Apr 2018 1.751460
12 Apr 2018 1.752905
11 Apr 2018 1.752638
10 Apr 2018 1.754622
09 Apr 2018 1.744956
06 Apr 2018 1.742944
05 Apr 2018 1.746751
04 Apr 2018 1.742533
03 Apr 2018 1.741232
29 Mar 2018 1.741479
28 Mar 2018 1.739862
27 Mar 2018 1.741635
26 Mar 2018 1.741459
23 Mar 2018 1.738100
22 Mar 2018 1.751388
21 Mar 2018 1.757394
20 Mar 2018 1.757490
19 Mar 2018 1.753320
16 Mar 2018 1.752962
15 Mar 2018 1.749055
14 Mar 2018 1.750223
13 Mar 2018 1.753361
12 Mar 2018 1.755681
09 Mar 2018 1.755326
08 Mar 2018 1.750198
07 Mar 2018 1.748701
06 Mar 2018 1.751496
05 Mar 2018 1.746579
02 Mar 2018 1.745476
01 Mar 2018 1.747816
28 Feb 2018 1.751362
27 Feb 2018 1.751327
26 Feb 2018 1.752763
23 Feb 2018 1.748759
22 Feb 2018 1.743505
21 Feb 2018 1.742621
20 Feb 2018 1.741889
19 Feb 2018 1.743218
16 Feb 2018 1.741168
15 Feb 2018 1.740900
14 Feb 2018 1.733965
13 Feb 2018 1.730045
12 Feb 2018 1.728636
09 Feb 2018 1.726696
08 Feb 2018 1.727122
07 Feb 2018 1.733022
06 Feb 2018 1.732300
05 Feb 2018 1.743124
02 Feb 2018 1.753275
01 Feb 2018 1.755701
31 Jan 2018 1.752522
30 Jan 2018 1.751571
29 Jan 2018 1.758149
25 Jan 2018 1.756759
24 Jan 2018 1.757404
23 Jan 2018 1.756160
22 Jan 2018 1.754510
19 Jan 2018 1.752670
18 Jan 2018 1.752236
17 Jan 2018 1.752556
16 Jan 2018 1.752381
15 Jan 2018 1.757317
12 Jan 2018 1.756525
11 Jan 2018 1.753396
10 Jan 2018 1.754348
09 Jan 2018 1.755511
08 Jan 2018 1.747809
05 Jan 2018 1.746901
04 Jan 2018 1.742874
03 Jan 2018 1.741129
02 Jan 2018 1.738007
29 Dec 2017 1.735746
28 Dec 2017 1.736348
27 Dec 2017 1.735676
22 Dec 2017 1.732763
21 Dec 2017 1.733985
20 Dec 2017 1.733982
19 Dec 2017 1.733323
18 Dec 2017 1.734485
15 Dec 2017 1.729958
14 Dec 2017 1.729538
13 Dec 2017 1.733582
12 Dec 2017 1.734020
11 Dec 2017 1.728748
08 Dec 2017 1.727658
07 Dec 2017 1.724485
06 Dec 2017 1.721622
05 Dec 2017 1.721672
04 Dec 2017 1.724272
01 Dec 2017 1.725264
30 Nov 2017 1.725189
29 Nov 2017 1.726057
28 Nov 2017 1.724667
27 Nov 2017 1.724272
24 Nov 2017 1.723864
23 Nov 2017 1.723012
22 Nov 2017 1.723428
21 Nov 2017 1.722451
20 Nov 2017 1.717570
17 Nov 2017 1.716942
16 Nov 2017 1.715097
15 Nov 2017 1.712805
14 Nov 2017 1.713218
13 Nov 2017 1.714847
10 Nov 2017 1.715054
09 Nov 2017 1.716271
08 Nov 2017 1.716908
07 Nov 2017 1.715157
06 Nov 2017 1.710061
03 Nov 2017 1.709734
02 Nov 2017 1.707893
01 Nov 2017 1.709282
31 Oct 2017 1.706634
30 Oct 2017 1.705045
27 Oct 2017 1.704880
26 Oct 2017 1.703415
25 Oct 2017 1.701534
24 Oct 2017 1.699343
23 Oct 2017 1.695077
20 Oct 2017 1.696300
19 Oct 2017 1.695330
18 Oct 2017 1.695576
17 Oct 2017 1.698206
16 Oct 2017 1.696580
13 Oct 2017 1.695957
12 Oct 2017 1.694853
11 Oct 2017 1.694868
10 Oct 2017 1.692241
09 Oct 2017 1.686343
06 Oct 2017 1.684904
05 Oct 2017 1.680485
04 Oct 2017 1.679057
03 Oct 2017 1.682350
02 Oct 2017 1.677079
29 Sep 2017 1.674477
28 Sep 2017 1.673146
27 Sep 2017 1.672232
26 Sep 2017 1.670179
25 Sep 2017 1.672519
22 Sep 2017 1.674900
21 Sep 2017 1.671714
20 Sep 2017 1.673925
19 Sep 2017 1.674919
18 Sep 2017 1.673648
15 Sep 2017 1.672546
14 Sep 2017 1.673469
13 Sep 2017 1.674021
12 Sep 2017 1.674327
11 Sep 2017 1.668609
08 Sep 2017 1.663617
07 Sep 2017 1.666231
06 Sep 2017 1.665471
05 Sep 2017 1.666221
04 Sep 2017 1.667193
01 Sep 2017 1.669255
31 Aug 2017 1.668616
30 Aug 2017 1.663283
29 Aug 2017 1.664151
28 Aug 2017 1.665335
25 Aug 2017 1.663043
24 Aug 2017 1.662825
23 Aug 2017 1.662547
22 Aug 2017 1.662126
21 Aug 2017 1.658868
18 Aug 2017 1.659130
17 Aug 2017 1.660275
16 Aug 2017 1.665232
15 Aug 2017 1.663534
14 Aug 2017 1.663886
11 Aug 2017 1.660927
10 Aug 2017 1.663496
09 Aug 2017 1.666293
08 Aug 2017 1.665506
07 Aug 2017 1.661392
04 Aug 2017 1.658343
03 Aug 2017 1.660175
02 Aug 2017 1.659982
01 Aug 2017 1.660088
31 Jul 2017 1.660369
28 Jul 2017 1.659227
27 Jul 2017 1.661186
26 Jul 2017 1.663962
25 Jul 2017 1.660484
24 Jul 2017 1.658107
21 Jul 2017 1.659770
20 Jul 2017 1.660889
19 Jul 2017 1.658874
18 Jul 2017 1.656424
17 Jul 2017 1.662275
14 Jul 2017 1.663868
13 Jul 2017 1.662212
12 Jul 2017 1.660057
11 Jul 2017 1.660518
10 Jul 2017 1.660318
07 Jul 2017 1.659545
06 Jul 2017 1.660752
05 Jul 2017 1.662058
04 Jul 2017 1.661774
03 Jul 2017 1.656332
01 Jul 2017 1.656853
30 Jun 2017 1.656853
29 Jun 2017 1.661889
28 Jun 2017 1.661886
27 Jun 2017 1.658170
26 Jun 2017 1.658923
23 Jun 2017 1.658876
22 Jun 2017 1.658096
21 Jun 2017 1.655209
20 Jun 2017 1.658239
19 Jun 2017 1.663456
16 Jun 2017 1.660272
15 Jun 2017 1.659359
14 Jun 2017 1.666331
13 Jun 2017 1.662267
09 Jun 2017 1.658248
08 Jun 2017 1.658450
07 Jun 2017 1.658488
06 Jun 2017 1.660038
05 Jun 2017 1.665077
02 Jun 2017 1.668936
01 Jun 2017 1.665099
31 May 2017 1.660695
30 May 2017 1.660280
29 May 2017 1.660420
26 May 2017 1.662219
25 May 2017 1.661587
24 May 2017 1.660050
23 May 2017 1.658861
22 May 2017 1.661176
19 May 2017 1.657531
18 May 2017 1.655208
17 May 2017 1.658817
16 May 2017 1.658868
15 May 2017 1.658128
12 May 2017 1.656196
11 May 2017 1.658505
10 May 2017 1.658350
09 May 2017 1.657507
08 May 2017 1.658127
05 May 2017 1.656664
04 May 2017 1.655587
03 May 2017 1.653331
02 May 2017 1.654791
01 May 2017 1.656064
28 Apr 2017 1.653404
27 Apr 2017 1.653268
26 Apr 2017 1.652417
24 Apr 2017 1.647522
21 Apr 2017 1.642357
20 Apr 2017 1.642585
19 Apr 2017 1.639669
18 Apr 2017 1.639824
13 Apr 2017 1.640972
12 Apr 2017 1.645780
11 Apr 2017 1.645730
10 Apr 2017 1.644890
07 Apr 2017 1.641295
06 Apr 2017 1.640709
05 Apr 2017 1.640544
04 Apr 2017 1.640040
03 Apr 2017 1.640289
02 Apr 2017 1.637400
01 Apr 2017 1.637400
31 Mar 2017 1.632699
30 Mar 2017 1.634890
29 Mar 2017 1.634201
28 Mar 2017 1.634381
27 Mar 2017 1.623233
24 Mar 2017 1.623160
23 Mar 2017 1.619225
22 Mar 2017 1.617901
21 Mar 2017 1.618810
20 Mar 2017 1.620495
17 Mar 2017 1.622037
16 Mar 2017 1.621370
15 Mar 2017 1.621478
14 Mar 2017 1.622535
13 Mar 2017 1.623514
10 Mar 2017 1.624001
09 Mar 2017 1.621049
08 Mar 2017 1.620415
07 Mar 2017 1.617637
06 Mar 2017 1.619275
03 Mar 2017 1.618558
02 Mar 2017 1.617863
01 Mar 2017 1.616620
28 Feb 2017 1.613692
27 Feb 2017 1.611559
24 Feb 2017 1.611496
23 Feb 2017 1.614619
22 Feb 2017 1.615034
21 Feb 2017 1.614715
20 Feb 2017 1.612551
17 Feb 2017 1.611394
16 Feb 2017 1.611616
15 Feb 2017 1.611504
14 Feb 2017 1.607549
13 Feb 2017 1.604995
10 Feb 2017 1.602608
09 Feb 2017 1.600921
08 Feb 2017 1.599069
07 Feb 2017 1.598576
06 Feb 2017 1.599514
03 Feb 2017 1.600029
02 Feb 2017 1.600085
01 Feb 2017 1.602178
31 Jan 2017 1.599765
30 Jan 2017 1.602852
27 Jan 2017 1.607116
25 Jan 2017 1.605332
24 Jan 2017 1.601271
23 Jan 2017 1.599653
20 Jan 2017 1.599875
19 Jan 2017 1.601953
18 Jan 2017 1.602915
17 Jan 2017 1.603569
16 Jan 2017 1.607264
13 Jan 2017 1.606580
12 Jan 2017 1.608426
11 Jan 2017 1.609281
10 Jan 2017 1.609974
09 Jan 2017 1.610459
06 Jan 2017 1.610443
05 Jan 2017 1.610212
04 Jan 2017 1.608188
03 Jan 2017 1.605591
30 Dec 2016 1.601908
29 Dec 2016 1.604046
28 Dec 2016 1.603366
23 Dec 2016 1.602072
22 Dec 2016 1.601546
21 Dec 2016 1.599975
20 Dec 2016 1.599811
19 Dec 2016 1.592166
16 Dec 2016 1.585554
15 Dec 2016 1.584417
14 Dec 2016 1.588122
13 Dec 2016 1.588998
12 Dec 2016 1.582370
09 Dec 2016 1.582770
08 Dec 2016 1.580234
07 Dec 2016 1.577700
06 Dec 2016 1.567659
05 Dec 2016 1.566644
02 Dec 2016 1.569674
01 Dec 2016 1.572127
30 Nov 2016 1.567272
29 Nov 2016 1.568420
28 Nov 2016 1.567288
25 Nov 2016 1.571030
24 Nov 2016 1.571180
23 Nov 2016 1.569804
22 Nov 2016 1.568243
21 Nov 2016 1.564246
18 Nov 2016 1.559101
17 Nov 2016 1.558100
16 Nov 2016 1.552671
15 Nov 2016 1.552759
14 Nov 2016 1.544726
11 Nov 2016 1.545363
10 Nov 2016 1.543869
09 Nov 2016 1.540482
08 Nov 2016 1.539205
07 Nov 2016 1.543928
04 Nov 2016 1.535122
03 Nov 2016 1.540165
02 Nov 2016 1.542219
01 Nov 2016 1.545646
31 Oct 2016 1.551477
28 Oct 2016 1.549949
27 Oct 2016 1.550483
26 Oct 2016 1.552918
25 Oct 2016 1.559754
24 Oct 2016 1.556492
21 Oct 2016 1.555948
20 Oct 2016 1.556223
19 Oct 2016 1.556485
18 Oct 2016 1.553694
17 Oct 2016 1.557682
14 Oct 2016 1.561923
13 Oct 2016 1.563105
12 Oct 2016 1.565913
11 Oct 2016 1.568618
10 Oct 2016 1.566342
07 Oct 2016 1.564555
06 Oct 2016 1.566339
05 Oct 2016 1.563111
04 Oct 2016 1.563008
03 Oct 2016 1.568660
30 Sep 2016 1.566415
29 Sep 2016 1.564530
28 Sep 2016 1.563034
27 Sep 2016 1.562802
26 Sep 2016 1.564699
23 Sep 2016 1.567472
22 Sep 2016 1.566942
21 Sep 2016 1.562699
20 Sep 2016 1.557599
19 Sep 2016 1.560970
16 Sep 2016 1.560654
15 Sep 2016 1.561322
14 Sep 2016 1.557425
13 Sep 2016 1.554729
12 Sep 2016 1.559813
09 Sep 2016 1.559862
08 Sep 2016 1.569302
07 Sep 2016 1.572969
06 Sep 2016 1.572144
05 Sep 2016 1.567158
02 Sep 2016 1.563909
01 Sep 2016 1.563968
31 Aug 2016 1.565896
30 Aug 2016 1.566931
29 Aug 2016 1.571119
26 Aug 2016 1.571980
25 Aug 2016 1.573686
24 Aug 2016 1.576653
23 Aug 2016 1.576771
22 Aug 2016 1.568414
19 Aug 2016 1.567945
18 Aug 2016 1.566311
17 Aug 2016 1.567800
16 Aug 2016 1.566708
15 Aug 2016 1.569648
12 Aug 2016 1.566387
11 Aug 2016 1.565208
10 Aug 2016 1.565797
09 Aug 2016 1.567979
08 Aug 2016 1.561668
05 Aug 2016 1.557012
04 Aug 2016 1.555888
03 Aug 2016 1.555209
02 Aug 2016 1.562039
01 Aug 2016 1.571743
29 Jul 2016 1.570731
28 Jul 2016 1.566809
27 Jul 2016 1.566371
26 Jul 2016 1.564956
25 Jul 2016 1.556664
22 Jul 2016 1.556358
21 Jul 2016 1.555701
20 Jul 2016 1.554147
19 Jul 2016 1.549485
18 Jul 2016 1.548316
15 Jul 2016 1.544404
14 Jul 2016 1.544563
13 Jul 2016 1.540895
12 Jul 2016 1.539283
11 Jul 2016 1.534970
08 Jul 2016 1.527925
07 Jul 2016 1.522582
06 Jul 2016 1.522432
05 Jul 2016 1.523078
04 Jul 2016 1.523664
01 Jul 2016 1.523379

Definitions

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.

Comparison between return target and return

Return

Tasplan OnTrack Maintain was introduced on 7 December 2016. There are no historical returns for Tasplan OnTrack Maintain.


Return target

1.6% each year after fees and taxes

Return target for 2018-19 to 2027-28 of 1.6% each year above inflation, fees and taxes. Future returns cannot be guaranteed. This is a prediction.


Statement of fees and other costs

$468 each year

Annual estimate for a member with a balance of $50,000


Level of investment risk

Medium

Negative returns expected in 2-3 years out of every 20 years.

Investment return

Latest returns for the period ended 30 Nov 2018
Rolling 1 month -0.32%
Rolling 3 months -1.52%
FYTD1 0.02%
Rolling 1 year 3.13%
Rolling 3 years2 N/A
Rolling 5 years2 N/A
Rolling 7 years2 N/A
Rolling 10 years2 N/A

Please note that the performance information in this table shows net investment returns, that is, after tax and investment fees have been paid.

  • 1FYTD refers to the financial year to date. This shows how the option has performed since 1 July.
  • 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.

Asset allocation

Asset class Benchmark % Range %
Australian shares 14.0 % 5-30%
International shares 13.0 % 5-30%
Listed property 2.0 % 0-10%
Private equity 0.0 % 0-5%
Unlisted property 7.5 % 0-15%
Unlisted infrastructure 7.5 % 0-15%
Emerging market debt 0.0 % 0-10%
Absolute return 3.0 % 0-10%
Alternative debt 5.0 % 0-10%
Australian fixed interest 10.0 % 0-25%
Global sovereign 10.0 % 0-25%
Global credit 8.0 % 0-20%
Cash 20.0 % 5-40%

Unit prices

Date Sell price
14 Dec 2018 1.748419
13 Dec 2018 1.752380
12 Dec 2018 1.752253
11 Dec 2018 1.747988
10 Dec 2018 1.747306
07 Dec 2018 1.750072
06 Dec 2018 1.751092
05 Dec 2018 1.752103
04 Dec 2018 1.752248
03 Dec 2018 1.757439
30 Nov 2018 1.753635
29 Nov 2018 1.756222
28 Nov 2018 1.756005
27 Nov 2018 1.753638
26 Nov 2018 1.751315
23 Nov 2018 1.750229
22 Nov 2018 1.750141
21 Nov 2018 1.749074
20 Nov 2018 1.747977
19 Nov 2018 1.750039
16 Nov 2018 1.753700
15 Nov 2018 1.753314
14 Nov 2018 1.753328
13 Nov 2018 1.757134
12 Nov 2018 1.760258
09 Nov 2018 1.762721
08 Nov 2018 1.764477
07 Nov 2018 1.764519
06 Nov 2018 1.761475
05 Nov 2018 1.761266
02 Nov 2018 1.759918
01 Nov 2018 1.761567
31 Oct 2018 1.760060
30 Oct 2018 1.756788
29 Oct 2018 1.752508
26 Oct 2018 1.752495
25 Oct 2018 1.753800
24 Oct 2018 1.756946
23 Oct 2018 1.761827
22 Oct 2018 1.765304
19 Oct 2018 1.766223
18 Oct 2018 1.766004
17 Oct 2018 1.768580
16 Oct 2018 1.766989
15 Oct 2018 1.762278
12 Oct 2018 1.764741
11 Oct 2018 1.763000
10 Oct 2018 1.772290
09 Oct 2018 1.777354
08 Oct 2018 1.777311
05 Oct 2018 1.780847
04 Oct 2018 1.781048
03 Oct 2018 1.780029
02 Oct 2018 1.778728
01 Oct 2018 1.779486
28 Sep 2018 1.780103
27 Sep 2018 1.779655
26 Sep 2018 1.779098
25 Sep 2018 1.779993
24 Sep 2018 1.780694
21 Sep 2018 1.781056
20 Sep 2018 1.779808
19 Sep 2018 1.778945
18 Sep 2018 1.778385
17 Sep 2018 1.777124
14 Sep 2018 1.776530
13 Sep 2018 1.775140
12 Sep 2018 1.777150
11 Sep 2018 1.776371
10 Sep 2018 1.774350
07 Sep 2018 1.773714
06 Sep 2018 1.773963
05 Sep 2018 1.775907
04 Sep 2018 1.778443
03 Sep 2018 1.781460
31 Aug 2018 1.780654
30 Aug 2018 1.780668
29 Aug 2018 1.781748
28 Aug 2018 1.779030
27 Aug 2018 1.776323
24 Aug 2018 1.773513
23 Aug 2018 1.772135
22 Aug 2018 1.772435
21 Aug 2018 1.772969
20 Aug 2018 1.774474
17 Aug 2018 1.773702
16 Aug 2018 1.772867
15 Aug 2018 1.772665
14 Aug 2018 1.772841
13 Aug 2018 1.766040
10 Aug 2018 1.767010
09 Aug 2018 1.767918
08 Aug 2018 1.767619
07 Aug 2018 1.767419
06 Aug 2018 1.766467
03 Aug 2018 1.764720
02 Aug 2018 1.764673
01 Aug 2018 1.765676
31 Jul 2018 1.765948
30 Jul 2018 1.765089
27 Jul 2018 1.766678
26 Jul 2018 1.764556
25 Jul 2018 1.765008
24 Jul 2018 1.764486
23 Jul 2018 1.761492
20 Jul 2018 1.763547
19 Jul 2018 1.761518
18 Jul 2018 1.763456
17 Jul 2018 1.760780
16 Jul 2018 1.758070
13 Jul 2018 1.759664
12 Jul 2018 1.759847
11 Jul 2018 1.757129
10 Jul 2018 1.759527
09 Jul 2018 1.755651
06 Jul 2018 1.754118
05 Jul 2018 1.751707
04 Jul 2018 1.748752
03 Jul 2018 1.749764
02 Jul 2018 1.743704
30 Jun 2018 1.744823
29 Jun 2018 1.744823
28 Jun 2018 1.745019
27 Jun 2018 1.743950
26 Jun 2018 1.744879
25 Jun 2018 1.746083
22 Jun 2018 1.750255
21 Jun 2018 1.749746
20 Jun 2018 1.748568
19 Jun 2018 1.746505
18 Jun 2018 1.743238
15 Jun 2018 1.743143
14 Jun 2018 1.740627
13 Jun 2018 1.739948
12 Jun 2018 1.740511
08 Jun 2018 1.740466
07 Jun 2018 1.740139
06 Jun 2018 1.738754
05 Jun 2018 1.736630
04 Jun 2018 1.738576
01 Jun 2018 1.737749
31 May 2018 1.736548
30 May 2018 1.737214
29 May 2018 1.736405
28 May 2018 1.736035
25 May 2018 1.737175
24 May 2018 1.737853
23 May 2018 1.738610
22 May 2018 1.738084
21 May 2018 1.740339
18 May 2018 1.739849
17 May 2018 1.740293
16 May 2018 1.741958
15 May 2018 1.741128
14 May 2018 1.744058
11 May 2018 1.743168
10 May 2018 1.743778
09 May 2018 1.742581
08 May 2018 1.739398
07 May 2018 1.736992
04 May 2018 1.735336
03 May 2018 1.734974
02 May 2018 1.735042
01 May 2018 1.734556
30 Apr 2018 1.733908
27 Apr 2018 1.733679
26 Apr 2018 1.731261
24 Apr 2018 1.730682
23 Apr 2018 1.729820
20 Apr 2018 1.728526
19 Apr 2018 1.728786
18 Apr 2018 1.729359
17 Apr 2018 1.728419
16 Apr 2018 1.727013
13 Apr 2018 1.725306
12 Apr 2018 1.726236
11 Apr 2018 1.726114
10 Apr 2018 1.727431
09 Apr 2018 1.719757
06 Apr 2018 1.718327
05 Apr 2018 1.720667
04 Apr 2018 1.717872
03 Apr 2018 1.717006
29 Mar 2018 1.716629
28 Mar 2018 1.715671
27 Mar 2018 1.716789
26 Mar 2018 1.716481
23 Mar 2018 1.714400
22 Mar 2018 1.723093
21 Mar 2018 1.726913
20 Mar 2018 1.726922
19 Mar 2018 1.724378
16 Mar 2018 1.723775
15 Mar 2018 1.720971
14 Mar 2018 1.721757
13 Mar 2018 1.723894
12 Mar 2018 1.725410
09 Mar 2018 1.725084
08 Mar 2018 1.721732
07 Mar 2018 1.720700
06 Mar 2018 1.722675
05 Mar 2018 1.719283
02 Mar 2018 1.718629
01 Mar 2018 1.720255
28 Feb 2018 1.722497
27 Feb 2018 1.722501
26 Feb 2018 1.723248
23 Feb 2018 1.720476
22 Feb 2018 1.716947
21 Feb 2018 1.716284
20 Feb 2018 1.715741
19 Feb 2018 1.716932
16 Feb 2018 1.715356
15 Feb 2018 1.715200
14 Feb 2018 1.710560
13 Feb 2018 1.708100
12 Feb 2018 1.706771
09 Feb 2018 1.705589
08 Feb 2018 1.705947
07 Feb 2018 1.709477
06 Feb 2018 1.708900
05 Feb 2018 1.716789
02 Feb 2018 1.723323
01 Feb 2018 1.724528
31 Jan 2018 1.722189
30 Jan 2018 1.721493
29 Jan 2018 1.725938
25 Jan 2018 1.724817
24 Jan 2018 1.725269
23 Jan 2018 1.724377
22 Jan 2018 1.723324
19 Jan 2018 1.722129
18 Jan 2018 1.721911
17 Jan 2018 1.722067
16 Jan 2018 1.722100
15 Jan 2018 1.725802
12 Jan 2018 1.725227
11 Jan 2018 1.723172
10 Jan 2018 1.723921
09 Jan 2018 1.724758
08 Jan 2018 1.717071
05 Jan 2018 1.716359
04 Jan 2018 1.713588
03 Jan 2018 1.712512
02 Jan 2018 1.710408
29 Dec 2017 1.707143
28 Dec 2017 1.707548
27 Dec 2017 1.707069
22 Dec 2017 1.704448
21 Dec 2017 1.705249
20 Dec 2017 1.705301
19 Dec 2017 1.704816
18 Dec 2017 1.705469
15 Dec 2017 1.702354
14 Dec 2017 1.702124
13 Dec 2017 1.704886
12 Dec 2017 1.705164
11 Dec 2017 1.701423
08 Dec 2017 1.700663
07 Dec 2017 1.698506
06 Dec 2017 1.696475
05 Dec 2017 1.696437
04 Dec 2017 1.698093
01 Dec 2017 1.698675
30 Nov 2017 1.698503
29 Nov 2017 1.699197
28 Nov 2017 1.698157
27 Nov 2017 1.697719
24 Nov 2017 1.697317
23 Nov 2017 1.696730
22 Nov 2017 1.696993
21 Nov 2017 1.696278
20 Nov 2017 1.693234
17 Nov 2017 1.692732
16 Nov 2017 1.691408
15 Nov 2017 1.689859
14 Nov 2017 1.690112
13 Nov 2017 1.692258
10 Nov 2017 1.692303
09 Nov 2017 1.693128
08 Nov 2017 1.693469
07 Nov 2017 1.692231
06 Nov 2017 1.687963
03 Nov 2017 1.687675
02 Nov 2017 1.686345
01 Nov 2017 1.687298
31 Oct 2017 1.685423
30 Oct 2017 1.684209
27 Oct 2017 1.683995
26 Oct 2017 1.683005
25 Oct 2017 1.681659
24 Oct 2017 1.680069
23 Oct 2017 1.677523
20 Oct 2017 1.678283
19 Oct 2017 1.677570
18 Oct 2017 1.677712
17 Oct 2017 1.679302
16 Oct 2017 1.678050
13 Oct 2017 1.677495
12 Oct 2017 1.676688
11 Oct 2017 1.676642
10 Oct 2017 1.674744
09 Oct 2017 1.669979
06 Oct 2017 1.668828
05 Oct 2017 1.665558
04 Oct 2017 1.664550
03 Oct 2017 1.666947
02 Oct 2017 1.663680
29 Sep 2017 1.661759
28 Sep 2017 1.660856
27 Sep 2017 1.660212
26 Sep 2017 1.658824
25 Sep 2017 1.660074
22 Sep 2017 1.661586
21 Sep 2017 1.659310
20 Sep 2017 1.660850
19 Sep 2017 1.661538
18 Sep 2017 1.661570
15 Sep 2017 1.660702
14 Sep 2017 1.661424
13 Sep 2017 1.661770
12 Sep 2017 1.661946
11 Sep 2017 1.657141
08 Sep 2017 1.653625
07 Sep 2017 1.655439
06 Sep 2017 1.654928
05 Sep 2017 1.655480
04 Sep 2017 1.656263
01 Sep 2017 1.657614
31 Aug 2017 1.657151
30 Aug 2017 1.653435
29 Aug 2017 1.654128
28 Aug 2017 1.655030
25 Aug 2017 1.652435
24 Aug 2017 1.652300
23 Aug 2017 1.652051
22 Aug 2017 1.651783
21 Aug 2017 1.649997
18 Aug 2017 1.650119
17 Aug 2017 1.650931
16 Aug 2017 1.654151
15 Aug 2017 1.652935
14 Aug 2017 1.652731
11 Aug 2017 1.650655
10 Aug 2017 1.652491
09 Aug 2017 1.654216
08 Aug 2017 1.653574
07 Aug 2017 1.650823
04 Aug 2017 1.648585
03 Aug 2017 1.649813
02 Aug 2017 1.649691
01 Aug 2017 1.649829
31 Jul 2017 1.650187
28 Jul 2017 1.649287
27 Jul 2017 1.650788
26 Jul 2017 1.652543
25 Jul 2017 1.650070
24 Jul 2017 1.648073
21 Jul 2017 1.649172
20 Jul 2017 1.649999
19 Jul 2017 1.648555
18 Jul 2017 1.646784
17 Jul 2017 1.650098
14 Jul 2017 1.651085
13 Jul 2017 1.649923
12 Jul 2017 1.648308
11 Jul 2017 1.648843
10 Jul 2017 1.648399
07 Jul 2017 1.647773
06 Jul 2017 1.648700
05 Jul 2017 1.649490
04 Jul 2017 1.649016
03 Jul 2017 1.645075
01 Jul 2017 1.645442
30 Jun 2017 1.645442
29 Jun 2017 1.648987
28 Jun 2017 1.648715
27 Jun 2017 1.646176
26 Jun 2017 1.646340
23 Jun 2017 1.646226
22 Jun 2017 1.645685
21 Jun 2017 1.643631
20 Jun 2017 1.645861
19 Jun 2017 1.649297
16 Jun 2017 1.647053
15 Jun 2017 1.646414
14 Jun 2017 1.651152
13 Jun 2017 1.647641
09 Jun 2017 1.644545
08 Jun 2017 1.644645
07 Jun 2017 1.644583
06 Jun 2017 1.645587
05 Jun 2017 1.648908
02 Jun 2017 1.651483
01 Jun 2017 1.648812
31 May 2017 1.645897
30 May 2017 1.645567
29 May 2017 1.645949
26 May 2017 1.647181
25 May 2017 1.646765
24 May 2017 1.645682
23 May 2017 1.644827
22 May 2017 1.645436
19 May 2017 1.642814
18 May 2017 1.641368
17 May 2017 1.643893
16 May 2017 1.643852
15 May 2017 1.643334
12 May 2017 1.641980
11 May 2017 1.643640
10 May 2017 1.643471
09 May 2017 1.642804
08 May 2017 1.643335
05 May 2017 1.642387
04 May 2017 1.641812
03 May 2017 1.640339
02 May 2017 1.641484
01 May 2017 1.642391
28 Apr 2017 1.640473
27 Apr 2017 1.640320
26 Apr 2017 1.639679
24 Apr 2017 1.636253
21 Apr 2017 1.633324
20 Apr 2017 1.633310
19 Apr 2017 1.631324
18 Apr 2017 1.631516
13 Apr 2017 1.631885
12 Apr 2017 1.635297
11 Apr 2017 1.635200
10 Apr 2017 1.634542
07 Apr 2017 1.631778
06 Apr 2017 1.631306
05 Apr 2017 1.631239
04 Apr 2017 1.630766
03 Apr 2017 1.630988
02 Apr 2017 1.628800
01 Apr 2017 1.628800
31 Mar 2017 1.623843
30 Mar 2017 1.625377
29 Mar 2017 1.624855
28 Mar 2017 1.624931
27 Mar 2017 1.616409
24 Mar 2017 1.616268
23 Mar 2017 1.613296
22 Mar 2017 1.612300
21 Mar 2017 1.612283
20 Mar 2017 1.613383
17 Mar 2017 1.614459
16 Mar 2017 1.613926
15 Mar 2017 1.614129
14 Mar 2017 1.615543
13 Mar 2017 1.616184
10 Mar 2017 1.616551
09 Mar 2017 1.614417
08 Mar 2017 1.613907
07 Mar 2017 1.611945
06 Mar 2017 1.613095
03 Mar 2017 1.612454
02 Mar 2017 1.611909
01 Mar 2017 1.610855
28 Feb 2017 1.608823
27 Feb 2017 1.606814
24 Feb 2017 1.606699
23 Feb 2017 1.608958
22 Feb 2017 1.609283
21 Feb 2017 1.609022
20 Feb 2017 1.608194
17 Feb 2017 1.607271
16 Feb 2017 1.607397
15 Feb 2017 1.607326
14 Feb 2017 1.604442
13 Feb 2017 1.602444
10 Feb 2017 1.600673
09 Feb 2017 1.599455
08 Feb 2017 1.598104
07 Feb 2017 1.597669
06 Feb 2017 1.598329
03 Feb 2017 1.598578
02 Feb 2017 1.598715
01 Feb 2017 1.600282
31 Jan 2017 1.598459
30 Jan 2017 1.600891
27 Jan 2017 1.603901
25 Jan 2017 1.602489
24 Jan 2017 1.599580
23 Jan 2017 1.598391
20 Jan 2017 1.598503
19 Jan 2017 1.600109
18 Jan 2017 1.600696
17 Jan 2017 1.601203
16 Jan 2017 1.603393
13 Jan 2017 1.602742
12 Jan 2017 1.604156
11 Jan 2017 1.604850
10 Jan 2017 1.605331
09 Jan 2017 1.604143
06 Jan 2017 1.603976
05 Jan 2017 1.603783
04 Jan 2017 1.602349
03 Jan 2017 1.600101
30 Dec 2016 1.597312
29 Dec 2016 1.598892
28 Dec 2016 1.599504
23 Dec 2016 1.598335
22 Dec 2016 1.597931
21 Dec 2016 1.596678
20 Dec 2016 1.596512
19 Dec 2016 1.592186
16 Dec 2016 1.585539
15 Dec 2016 1.584396
14 Dec 2016 1.588122
13 Dec 2016 1.589006
12 Dec 2016 1.582370
09 Dec 2016 1.582770
08 Dec 2016 1.580234
07 Dec 2016 1.577700
06 Dec 2016 1.567659
05 Dec 2016 1.566644
02 Dec 2016 1.569674
01 Dec 2016 1.572127
30 Nov 2016 1.567272
29 Nov 2016 1.568420
28 Nov 2016 1.567288
25 Nov 2016 1.571030
24 Nov 2016 1.571180
23 Nov 2016 1.569804
22 Nov 2016 1.568243
21 Nov 2016 1.564246
18 Nov 2016 1.559101
17 Nov 2016 1.558100
16 Nov 2016 1.552671
15 Nov 2016 1.552759
14 Nov 2016 1.544726
11 Nov 2016 1.545363
10 Nov 2016 1.543869
09 Nov 2016 1.540482
08 Nov 2016 1.539205
07 Nov 2016 1.543928
04 Nov 2016 1.535122
03 Nov 2016 1.540165
02 Nov 2016 1.542219
01 Nov 2016 1.545646
31 Oct 2016 1.551477
28 Oct 2016 1.549949
27 Oct 2016 1.550483
26 Oct 2016 1.552918
25 Oct 2016 1.559754
24 Oct 2016 1.556492
21 Oct 2016 1.555948
20 Oct 2016 1.556223
19 Oct 2016 1.556485
18 Oct 2016 1.553694
17 Oct 2016 1.557682
14 Oct 2016 1.561923
13 Oct 2016 1.563105
12 Oct 2016 1.565913
11 Oct 2016 1.568618
10 Oct 2016 1.566342
07 Oct 2016 1.564555
06 Oct 2016 1.566339
05 Oct 2016 1.563111
04 Oct 2016 1.563008
03 Oct 2016 1.568660
30 Sep 2016 1.566415
29 Sep 2016 1.564530
28 Sep 2016 1.563034
27 Sep 2016 1.562802
26 Sep 2016 1.564699
23 Sep 2016 1.567472
22 Sep 2016 1.566942
21 Sep 2016 1.562699
20 Sep 2016 1.557599
19 Sep 2016 1.560970
16 Sep 2016 1.560654
15 Sep 2016 1.561322
14 Sep 2016 1.557425
13 Sep 2016 1.554729
12 Sep 2016 1.559813
09 Sep 2016 1.559862
08 Sep 2016 1.569302
07 Sep 2016 1.572969
06 Sep 2016 1.572144
05 Sep 2016 1.567158
02 Sep 2016 1.563909
01 Sep 2016 1.563968
31 Aug 2016 1.565896
30 Aug 2016 1.566931
29 Aug 2016 1.571119
26 Aug 2016 1.571980
25 Aug 2016 1.573686
24 Aug 2016 1.576653
23 Aug 2016 1.576771
22 Aug 2016 1.568414
19 Aug 2016 1.567945
18 Aug 2016 1.566311
17 Aug 2016 1.567800
16 Aug 2016 1.566708
15 Aug 2016 1.569648
12 Aug 2016 1.566387
11 Aug 2016 1.565208
10 Aug 2016 1.565797
09 Aug 2016 1.567979
08 Aug 2016 1.561668
05 Aug 2016 1.557012
04 Aug 2016 1.555888
03 Aug 2016 1.555209
02 Aug 2016 1.562039
01 Aug 2016 1.571743
29 Jul 2016 1.570731
28 Jul 2016 1.566809
27 Jul 2016 1.566371
26 Jul 2016 1.564956
25 Jul 2016 1.556664
22 Jul 2016 1.556358
21 Jul 2016 1.555701
20 Jul 2016 1.554147
19 Jul 2016 1.549485
18 Jul 2016 1.548316
15 Jul 2016 1.544404
14 Jul 2016 1.544563
13 Jul 2016 1.540895
12 Jul 2016 1.539283
11 Jul 2016 1.534970
08 Jul 2016 1.527925
07 Jul 2016 1.522582
06 Jul 2016 1.522432
05 Jul 2016 1.523078
04 Jul 2016 1.523664
01 Jul 2016 1.523379

Definitions

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.


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