Australian shares

Investment return

Latest returns for the period ended 31 Oct 2017
Rolling 1 month3.61%
Rolling 3 months4.64%
FYTD14.86%
Rolling 1 year15.12%
Rolling 3 years2N/A
Rolling 5 years2N/A
Rolling 7 years2N/A
Rolling 10 years2N/A
  • 1FYTD refers to the financial year to date. This shows how the option has performed since 1 July this financial year.
  • 2Returns shown for periods longer than one year are compound averages to give you an idea of the average return generated each year over the period, assuming that the investment had grown at a steady rate over this time. It’s important to note that returns can vary significantly from year-to-year.

Investment return objective

3.5% each year after fees and taxes.

CPI + 3.5% each year over rolling 7 year periods. Future returns can't be guaranteed.


Level of investment risk

High

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

The Australian shares 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 100.0 % 95-100%
Cash 0.0 % 0-5%

Unit prices

Week ended Sell price
08 Dec 2017 1.2475
01 Dec 2017 1.2454
24 Nov 2017 1.2466
17 Nov 2017 1.2368
10 Nov 2017 1.2502
03 Nov 2017 1.2341
27 Oct 2017 1.2230
20 Oct 2017 1.2251
13 Oct 2017 1.2070
06 Oct 2017 1.1885
29 Sep 2017 1.1797
22 Sep 2017 1.1825
15 Sep 2017 1.1827
08 Sep 2017 1.1712
01 Sep 2017 1.1816
25 Aug 2017 1.1784
18 Aug 2017 1.1724
11 Aug 2017 1.1652
04 Aug 2017 1.1672
28 Jul 2017 1.1662
21 Jul 2017 1.1721
14 Jul 2017 1.1749
07 Jul 2017 1.1660
30 Jun 2017 1.1632
23 Jun 2017 1.1613
16 Jun 2017 1.1748
09 Jun 2017 1.1575
02 Jun 2017 1.1795
26 May 2017 1.1716
19 May 2017 1.1619
12 May 2017 1.1720
05 May 2017 1.1753
28 Apr 2017 1.1899
21 Apr 2017 1.1752
13 Apr 2017 1.1850
07 Apr 2017 1.1809
31 Mar 2017 1.1824
24 Mar 2017 1.1589
17 Mar 2017 1.1645
10 Mar 2017 1.1663
03 Mar 2017 1.1491
24 Feb 2017 1.1444
17 Feb 2017 1.1573
10 Feb 2017 1.1380
03 Feb 2017 1.1318
27 Jan 2017 1.1437
20 Jan 2017 1.1350
13 Jan 2017 1.1455
06 Jan 2017 1.1545
30 Dec 2016 1.1325
23 Dec 2016 1.1320
16 Dec 2016 1.1147
09 Dec 2016 1.1184
02 Dec 2016 1.0982
25 Nov 2016 1.1060
18 Nov 2016 1.0792
11 Nov 2016 1.0711
04 Nov 2016 1.0428
28 Oct 2016 1.0575
21 Oct 2016 1.0881
14 Oct 2016 1.0915
07 Oct 2016 1.0975
30 Sep 2016 1.0881
23 Sep 2016 1.0902
16 Sep 2016 1.0679
09 Sep 2016 1.0713
02 Sep 2016 1.0734
26 Aug 2016 1.1035
19 Aug 2016 1.0904
12 Aug 2016 1.0876
05 Aug 2016 1.0810
29 Jul 2016 1.0905
22 Jul 2016 1.0744
15 Jul 2016 1.0664
08 Jul 2016 1.0312
01 Jul 2016 1.0405
24 Jun 2016 1.0211
17 Jun 2016 1.0271
10 Jun 2016 1.0499
03 Jun 2016 1.0484
27 May 2016 1.0592
20 May 2016 1.0496
13 May 2016 1.0410
06 May 2016 1.0333
29 Apr 2016 1.0333
22 Apr 2016 1.0265
15 Apr 2016 1.0120
08 Apr 2016 0.9767
01 Apr 2016 0.9869
25 Mar 2016 1.0038
18 Mar 2016 1.0161
11 Mar 2016 1.0130
04 Mar 2016 0.9974
26 Feb 2016 0.9497
19 Feb 2016 0.9572
12 Feb 2016 0.9286
05 Feb 2016 0.9684
29 Jan 2016 0.9731
22 Jan 2016 0.9549
15 Jan 2016 0.9688
08 Jan 2016 0.9847
01 Jan 2016 1.0282
25 Dec 2015 1.0110
18 Dec 2015 0.9926
11 Dec 2015 0.9734
04 Dec 2015 0.9987
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.