Australian shares

Investment return

Latest returns for the period ended 31 Jul 2018
Rolling 1 month1.06%
Rolling 3 months4.93%
FYTD11.06%
Rolling 1 year14.62%
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

Date Sell price
16 Aug 2018 1.361893
15 Aug 2018 1.360805
14 Aug 2018 1.354457
13 Aug 2018 1.341126
10 Aug 2018 1.345300
09 Aug 2018 1.348721
08 Aug 2018 1.343939
07 Aug 2018 1.340787
06 Aug 2018 1.344247
03 Aug 2018 1.335347
02 Aug 2018 1.338180
01 Aug 2018 1.345176
31 Jul 2018 1.346836
30 Jul 2018 1.343595
27 Jul 2018 1.346642
26 Jul 2018 1.335432
25 Jul 2018 1.336880
24 Jul 2018 1.340614
23 Jul 2018 1.332297
20 Jul 2018 1.342482
19 Jul 2018 1.337749
18 Jul 2018 1.335761
17 Jul 2018 1.327389
16 Jul 2018 1.333988
13 Jul 2018 1.339665
12 Jul 2018 1.340000
11 Jul 2018 1.329514
10 Jul 2018 1.337594
09 Jul 2018 1.348181
06 Jul 2018 1.345352
05 Jul 2018 1.334945
04 Jul 2018 1.328095
03 Jul 2018 1.332682
02 Jul 2018 1.323665
30 Jun 2018 1.326899
29 Jun 2018 1.326899
28 Jun 2018 1.330611
27 Jun 2018 1.325487
26 Jun 2018 1.325375
25 Jun 2018 1.335220
22 Jun 2018 1.339179
21 Jun 2018 1.338151
20 Jun 2018 1.327569
19 Jun 2018 1.313690
18 Jun 2018 1.312024
15 Jun 2018 1.309589
14 Jun 2018 1.294911
13 Jun 2018 1.296601
12 Jun 2018 1.301160
08 Jun 2018 1.296590
07 Jun 2018 1.299021
06 Jun 2018 1.293260
05 Jun 2018 1.288174
04 Jun 2018 1.292317
01 Jun 2018 1.285653
31 May 2018 1.289952
30 May 2018 1.286027
29 May 2018 1.292246
28 May 2018 1.294141
25 May 2018 1.300706
24 May 2018 1.302033
23 May 2018 1.300938
22 May 2018 1.301827
21 May 2018 1.301643
18 May 2018 1.302879
17 May 2018 1.302922
16 May 2018 1.305771
15 May 2018 1.303234
14 May 2018 1.308612
11 May 2018 1.305250
10 May 2018 1.306995
09 May 2018 1.304752
08 May 2018 1.302881
07 May 2018 1.297961
04 May 2018 1.293350
03 May 2018 1.300444
02 May 2018 1.293143
01 May 2018 1.287656
30 Apr 2018 1.283725
27 Apr 2018 1.278106
26 Apr 2018 1.270758
24 Apr 2018 1.274217
23 Apr 2018 1.261644
20 Apr 2018 1.256363
19 Apr 2018 1.257785
18 Apr 2018 1.255203
17 Apr 2018 1.253072
16 Apr 2018 1.251158
13 Apr 2018 1.248474
12 Apr 2018 1.247309
11 Apr 2018 1.249456
10 Apr 2018 1.254276
09 Apr 2018 1.247553
06 Apr 2018 1.244501
05 Apr 2018 1.244927
04 Apr 2018 1.239231
03 Apr 2018 1.236970
29 Mar 2018 1.237270
28 Mar 2018 1.241459
27 Mar 2018 1.247659
26 Mar 2018 1.241710
23 Mar 2018 1.247700
22 Mar 2018 1.267311
21 Mar 2018 1.269837
20 Mar 2018 1.267580
19 Mar 2018 1.268843
16 Mar 2018 1.267005
15 Mar 2018 1.261537
14 Mar 2018 1.264067
13 Mar 2018 1.268403
12 Mar 2018 1.271805
09 Mar 2018 1.266405
08 Mar 2018 1.263146
07 Mar 2018 1.257173
06 Mar 2018 1.268225
05 Mar 2018 1.253681
02 Mar 2018 1.260214
01 Mar 2018 1.267508
28 Feb 2018 1.275035
27 Feb 2018 1.272319
26 Feb 2018 1.268967
23 Feb 2018 1.261230
22 Feb 2018 1.251616
21 Feb 2018 1.251741
20 Feb 2018 1.253956
19 Feb 2018 1.254829
16 Feb 2018 1.249368
15 Feb 2018 1.250100
14 Feb 2018 1.233729
13 Feb 2018 1.235597
12 Feb 2018 1.228211
09 Feb 2018 1.230392
08 Feb 2018 1.238766
07 Feb 2018 1.236036
06 Feb 2018 1.230200
05 Feb 2018 1.271097
02 Feb 2018 1.287130
01 Feb 2018 1.281010
31 Jan 2018 1.271603
30 Jan 2018 1.269986
29 Jan 2018 1.277423
25 Jan 2018 1.272892
24 Jan 2018 1.274099
23 Jan 2018 1.270932
22 Jan 2018 1.262270
19 Jan 2018 1.265215
18 Jan 2018 1.266434
17 Jan 2018 1.265136
16 Jan 2018 1.271709
15 Jan 2018 1.280746
12 Jan 2018 1.279518
11 Jan 2018 1.278795
10 Jan 2018 1.282918
09 Jan 2018 1.289464
08 Jan 2018 1.285111
05 Jan 2018 1.283507
04 Jan 2018 1.274928
03 Jan 2018 1.274592
02 Jan 2018 1.272844
29 Dec 2017 1.267247
28 Dec 2017 1.270822
27 Dec 2017 1.267702
22 Dec 2017 1.260302
21 Dec 2017 1.258681
20 Dec 2017 1.262211
19 Dec 2017 1.262937
18 Dec 2017 1.255029
15 Dec 2017 1.248235
14 Dec 2017 1.250910
13 Dec 2017 1.253883
12 Dec 2017 1.251750
11 Dec 2017 1.247660
08 Dec 2017 1.247521
07 Dec 2017 1.244643
06 Dec 2017 1.239025
05 Dec 2017 1.243600
04 Dec 2017 1.244940
01 Dec 2017 1.245370
30 Nov 2017 1.242077
29 Nov 2017 1.249706
28 Nov 2017 1.244944
27 Nov 2017 1.247127
24 Nov 2017 1.246569
23 Nov 2017 1.246879
22 Nov 2017 1.246346
21 Nov 2017 1.242814
20 Nov 2017 1.235507
17 Nov 2017 1.236811
16 Nov 2017 1.234627
15 Nov 2017 1.233041
14 Nov 2017 1.239373
13 Nov 2017 1.247924
10 Nov 2017 1.250175
09 Nov 2017 1.253874
08 Nov 2017 1.248520
07 Nov 2017 1.247071
06 Nov 2017 1.231471
03 Nov 2017 1.234097
02 Nov 2017 1.229304
01 Nov 2017 1.230971
31 Oct 2017 1.225310
30 Oct 2017 1.225815
27 Oct 2017 1.223043
26 Oct 2017 1.225597
25 Oct 2017 1.223474
24 Oct 2017 1.222567
23 Oct 2017 1.222419
20 Oct 2017 1.225145
19 Oct 2017 1.222759
18 Oct 2017 1.222555
17 Oct 2017 1.219878
16 Oct 2017 1.212571
13 Oct 2017 1.207036
12 Oct 2017 1.203613
11 Oct 2017 1.200400
10 Oct 2017 1.195003
09 Oct 2017 1.193030
06 Oct 2017 1.188478
05 Oct 2017 1.177212
04 Oct 2017 1.177810
03 Oct 2017 1.186718
02 Oct 2017 1.187806
29 Sep 2017 1.179689
28 Sep 2017 1.177888
27 Sep 2017 1.177272
26 Sep 2017 1.178919
25 Sep 2017 1.182313
22 Sep 2017 1.182514
21 Sep 2017 1.176910
20 Sep 2017 1.185150
19 Sep 2017 1.186510
18 Sep 2017 1.186976
15 Sep 2017 1.182698
14 Sep 2017 1.190883
13 Sep 2017 1.191913
12 Sep 2017 1.192390
11 Sep 2017 1.178783
08 Sep 2017 1.171162
07 Sep 2017 1.174808
06 Sep 2017 1.175399
05 Sep 2017 1.179352
04 Sep 2017 1.177402
01 Sep 2017 1.181558
31 Aug 2017 1.179444
30 Aug 2017 1.171168
29 Aug 2017 1.167607
28 Aug 2017 1.175159
25 Aug 2017 1.178353
24 Aug 2017 1.179013
23 Aug 2017 1.177631
22 Aug 2017 1.179763
21 Aug 2017 1.170589
18 Aug 2017 1.172372
17 Aug 2017 1.178908
16 Aug 2017 1.181821
15 Aug 2017 1.176637
14 Aug 2017 1.171296
11 Aug 2017 1.165209
10 Aug 2017 1.176794
09 Aug 2017 1.177873
08 Aug 2017 1.174228
07 Aug 2017 1.176447
04 Aug 2017 1.167184
03 Aug 2017 1.170448
02 Aug 2017 1.173147
01 Aug 2017 1.178755
31 Jul 2017 1.169546
28 Jul 2017 1.166239
27 Jul 2017 1.180614
26 Jul 2017 1.178403
25 Jul 2017 1.169265
24 Jul 2017 1.165639
21 Jul 2017 1.172071
20 Jul 2017 1.179833
19 Jul 2017 1.173809
18 Jul 2017 1.164107
17 Jul 2017 1.173137
14 Jul 2017 1.174912
13 Jul 2017 1.169852
12 Jul 2017 1.159458
11 Jul 2017 1.169066
10 Jul 2017 1.168908
07 Jul 2017 1.166034
06 Jul 2017 1.174962
05 Jul 2017 1.175962
04 Jul 2017 1.175677
03 Jul 2017 1.157418
01 Jul 2017 1.163200
30 Jun 2017 1.163200
29 Jun 2017 1.179628
28 Jun 2017 1.168330
27 Jun 2017 1.161399
26 Jun 2017 1.161815
23 Jun 2017 1.161335
22 Jun 2017 1.160483
21 Jun 2017 1.152822
20 Jun 2017 1.169600
19 Jun 2017 1.180959
16 Jun 2017 1.174824
15 Jun 2017 1.173015
14 Jun 2017 1.185745
13 Jun 2017 1.175224
09 Jun 2017 1.157535
08 Jun 2017 1.157782
07 Jun 2017 1.155282
06 Jun 2017 1.155594
05 Jun 2017 1.172395
02 Jun 2017 1.179459
01 Jun 2017 1.170724
31 May 2017 1.169227
30 May 2017 1.167869
29 May 2017 1.163824
26 May 2017 1.171560
25 May 2017 1.178483
24 May 2017 1.173978
23 May 2017 1.173406
22 May 2017 1.169644
19 May 2017 1.161868
18 May 2017 1.164425
17 May 2017 1.172761
16 May 2017 1.174795
15 May 2017 1.173437
12 May 2017 1.171950
11 May 2017 1.178003
10 May 2017 1.177391
09 May 2017 1.172718
08 May 2017 1.180901
05 May 2017 1.175274
04 May 2017 1.181327
03 May 2017 1.184737
02 May 2017 1.195663
01 May 2017 1.197765
28 Apr 2017 1.189924
27 Apr 2017 1.189418
26 Apr 2017 1.188220
24 Apr 2017 1.180384
21 Apr 2017 1.175238
20 Apr 2017 1.169671
19 Apr 2017 1.166363
18 Apr 2017 1.173233
13 Apr 2017 1.184999
12 Apr 2017 1.192460
11 Apr 2017 1.191912
10 Apr 2017 1.188811
07 Apr 2017 1.180885
06 Apr 2017 1.179562
05 Apr 2017 1.183855
04 Apr 2017 1.180181
03 Apr 2017 1.183785
02 Apr 2017 1.181000
01 Apr 2017 1.181000
31 Mar 2017 1.182404
30 Mar 2017 1.188371
29 Mar 2017 1.183670
28 Mar 2017 1.174592
27 Mar 2017 1.157586
24 Mar 2017 1.158879
23 Mar 2017 1.149815
22 Mar 2017 1.145916
21 Mar 2017 1.158923
20 Mar 2017 1.161247
17 Mar 2017 1.164510
16 Mar 2017 1.161574
15 Mar 2017 1.160782
14 Mar 2017 1.162236
13 Mar 2017 1.162519
10 Mar 2017 1.166284
09 Mar 2017 1.160500
08 Mar 2017 1.164098
07 Mar 2017 1.155456
06 Mar 2017 1.152967
03 Mar 2017 1.149057
02 Mar 2017 1.156044
01 Mar 2017 1.144161
28 Feb 2017 1.144764
27 Feb 2017 1.140447
24 Feb 2017 1.144415
23 Feb 2017 1.152366
22 Feb 2017 1.156454
21 Feb 2017 1.153949
20 Feb 2017 1.155477
17 Feb 2017 1.157258
16 Feb 2017 1.157455
15 Feb 2017 1.156212
14 Feb 2017 1.144900
13 Feb 2017 1.144862
10 Feb 2017 1.137974
09 Feb 2017 1.129151
08 Feb 2017 1.126960
07 Feb 2017 1.131350
06 Feb 2017 1.131084
03 Feb 2017 1.131842
02 Feb 2017 1.135934
01 Feb 2017 1.137869
31 Jan 2017 1.130598
30 Jan 2017 1.135449
27 Jan 2017 1.143655
25 Jan 2017 1.135441
24 Jan 2017 1.131701
23 Jan 2017 1.127458
20 Jan 2017 1.134992
19 Jan 2017 1.141295
18 Jan 2017 1.139042
17 Jan 2017 1.142643
16 Jan 2017 1.149826
13 Jan 2017 1.145479
12 Jan 2017 1.153095
11 Jan 2017 1.154691
10 Jan 2017 1.153500
09 Jan 2017 1.163827
06 Jan 2017 1.154522
05 Jan 2017 1.154096
04 Jan 2017 1.150930
03 Jan 2017 1.143874
30 Dec 2016 1.132483
29 Dec 2016 1.139621
28 Dec 2016 1.140616
23 Dec 2016 1.132030
22 Dec 2016 1.134314
21 Dec 2016 1.128497
20 Dec 2016 1.125330
19 Dec 2016 1.121227
16 Dec 2016 1.114657
15 Dec 2016 1.116383
14 Dec 2016 1.124138
13 Dec 2016 1.117867
12 Dec 2016 1.119298
09 Dec 2016 1.118447
08 Dec 2016 1.114720
07 Dec 2016 1.105455
06 Dec 2016 1.096692
05 Dec 2016 1.090596
02 Dec 2016 1.098187
01 Dec 2016 1.107569
30 Nov 2016 1.097789
29 Nov 2016 1.100195
28 Nov 2016 1.097236
25 Nov 2016 1.106034
24 Nov 2016 1.103026
23 Nov 2016 1.102195
22 Nov 2016 1.089286
21 Nov 2016 1.078046
18 Nov 2016 1.079178
17 Nov 2016 1.076566
16 Nov 2016 1.073122
15 Nov 2016 1.072246
14 Nov 2016 1.067775
11 Nov 2016 1.071053
10 Nov 2016 1.061361
09 Nov 2016 1.032032
08 Nov 2016 1.048300
07 Nov 2016 1.054799
04 Nov 2016 1.042791
03 Nov 2016 1.050918
02 Nov 2016 1.051603
01 Nov 2016 1.061268
31 Oct 2016 1.063628
28 Oct 2016 1.057495
27 Oct 2016 1.060360
26 Oct 2016 1.071531
25 Oct 2016 1.085109
24 Oct 2016 1.085210
21 Oct 2016 1.088130
20 Oct 2016 1.088833
19 Oct 2016 1.088156
18 Oct 2016 1.085166
17 Oct 2016 1.084850
14 Oct 2016 1.091523
13 Oct 2016 1.091802
12 Oct 2016 1.099285
11 Oct 2016 1.099388
10 Oct 2016 1.099868
07 Oct 2016 1.097514
06 Oct 2016 1.099449
05 Oct 2016 1.092985
04 Oct 2016 1.096646
03 Oct 2016 1.095622
30 Sep 2016 1.088105
29 Sep 2016 1.093470
28 Sep 2016 1.083349
27 Sep 2016 1.082853
26 Sep 2016 1.090116
23 Sep 2016 1.090206
22 Sep 2016 1.079255
21 Sep 2016 1.074285
20 Sep 2016 1.066822
19 Sep 2016 1.067892
16 Sep 2016 1.067948
15 Sep 2016 1.058859
14 Sep 2016 1.056430
13 Sep 2016 1.051607
12 Sep 2016 1.051699
09 Sep 2016 1.071257
08 Sep 2016 1.079789
07 Sep 2016 1.085855
06 Sep 2016 1.084844
05 Sep 2016 1.084122
02 Sep 2016 1.073379
01 Sep 2016 1.080818
31 Aug 2016 1.083545
30 Aug 2016 1.091534
29 Aug 2016 1.095647
26 Aug 2016 1.103534
25 Aug 2016 1.108756
24 Aug 2016 1.111891
23 Aug 2016 1.109831
22 Aug 2016 1.088469
19 Aug 2016 1.090430
18 Aug 2016 1.088080
17 Aug 2016 1.093974
16 Aug 2016 1.093686
15 Aug 2016 1.089095
12 Aug 2016 1.087592
11 Aug 2016 1.084588
10 Aug 2016 1.092963
09 Aug 2016 1.094565
08 Aug 2016 1.087995
05 Aug 2016 1.081003
04 Aug 2016 1.078054
03 Aug 2016 1.076619
02 Aug 2016 1.089554
01 Aug 2016 1.094696
29 Jul 2016 1.090544
28 Jul 2016 1.091304
27 Jul 2016 1.089361
26 Jul 2016 1.089385
25 Jul 2016 1.080411
22 Jul 2016 1.074363
21 Jul 2016 1.076633
20 Jul 2016 1.072344
19 Jul 2016 1.065662
18 Jul 2016 1.066860
15 Jul 2016 1.066409
14 Jul 2016 1.063798
13 Jul 2016 1.059925
12 Jul 2016 1.054378
11 Jul 2016 1.049397
08 Jul 2016 1.031174
07 Jul 2016 1.030942
06 Jul 2016 1.025267
05 Jul 2016 1.030939
04 Jul 2016 1.045014
01 Jul 2016 1.040513
30 Jun 2016 1.039302
29 Jun 2016 1.023635
28 Jun 2016 1.017724
27 Jun 2016 1.025779
24 Jun 2016 1.021106
23 Jun 2016 1.050309
22 Jun 2016 1.048655
21 Jun 2016 1.048160
20 Jun 2016 1.044485
17 Jun 2016 1.027143
16 Jun 2016 1.023877
15 Jun 2016 1.024883
14 Jun 2016 1.036164
10 Jun 2016 1.049905
09 Jun 2016 1.058986
08 Jun 2016 1.062057
07 Jun 2016 1.062503
06 Jun 2016 1.055354
03 Jun 2016 1.048399
02 Jun 2016 1.041200
01 Jun 2016 1.049561
31 May 2016 1.058788
30 May 2016 1.059249
27 May 2016 1.059249
26 May 2016 1.056224
25 May 2016 1.053712
24 May 2016 1.041092
23 May 2016 1.043027
20 May 2016 1.049649
19 May 2016 1.046085
18 May 2016 1.051049
17 May 2016 1.056939
16 May 2016 1.046902
13 May 2016 1.040963
12 May 2016 1.047189
11 May 2016 1.049987
10 May 2016 1.045893
09 May 2016 1.037940
06 May 2016 1.033278
05 May 2016 1.031522
04 May 2016 1.029873
03 May 2016 1.043858
02 May 2016 1.025374
29 Apr 2016 1.028654
28 Apr 2016 1.024204
27 Apr 2016 1.018264
26 Apr 2016 1.025185
22 Apr 2016 1.026539
21 Apr 2016 1.031442
20 Apr 2016 1.021360
19 Apr 2016 1.016447
18 Apr 2016 1.007619
15 Apr 2016 1.011985
14 Apr 2016 1.005500
13 Apr 2016 0.997621
12 Apr 2016 0.983003
11 Apr 2016 0.975980
08 Apr 2016 0.976749
07 Apr 2016 0.981389
06 Apr 2016 0.977801
05 Apr 2016 0.975444
04 Apr 2016 0.985948
01 Apr 2016 0.986883
31 Mar 2016 1.001837
30 Mar 2016 0.989432
29 Mar 2016 0.988798
25 Mar 2016 1.003800
24 Mar 2016 0.997249
23 Mar 2016 1.009018
22 Mar 2016 1.012184
21 Mar 2016 1.012308
18 Mar 2016 1.016070
17 Mar 2016 1.013335
16 Mar 2016 1.005332
15 Mar 2016 1.004257
14 Mar 2016 1.016746
11 Mar 2016 1.012991
10 Mar 2016 1.010483
09 Mar 2016 1.012409
08 Mar 2016 1.003510
07 Mar 2016 1.006732
04 Mar 2016 0.997421
03 Mar 2016 0.995400
02 Mar 2016 0.980246
01 Mar 2016 0.961593
29 Feb 2016 0.948345
26 Feb 2016 0.949729
25 Feb 2016 0.949754
24 Feb 2016 0.949011
23 Feb 2016 0.969375
22 Feb 2016 0.973404
19 Feb 2016 0.957227
17 Feb 2016 0.945866
16 Feb 2016 0.951365
15 Feb 2016 0.941470
12 Feb 2016 0.928558
11 Feb 2016 0.937424
10 Feb 2016 0.930968
09 Feb 2016 0.941992
08 Feb 2016 0.968684
05 Feb 2016 0.968355
04 Feb 2016 0.968960
03 Feb 2016 0.949278
02 Feb 2016 0.969374
01 Feb 2016 0.978709
29 Jan 2016 0.973083
28 Jan 2016 0.967636
27 Jan 2016 0.961482
25 Jan 2016 0.971075
22 Jan 2016 0.954900
20 Jan 2016 0.944399
19 Jan 2016 0.969940
18 Jan 2016 0.963011
15 Jan 2016 0.968777
14 Jan 2016 0.971431
13 Jan 2016 0.983993
12 Jan 2016 0.973934
11 Jan 2016 0.974666
08 Jan 2016 0.984700
05 Jan 2016 1.009332
04 Jan 2016 1.019896
01 Jan 2016 1.028200
31 Dec 2015 1.024840
30 Dec 2015 1.029059
29 Dec 2015 1.021186
25 Dec 2015 1.011000
24 Dec 2015 1.012215
23 Dec 2015 1.000380
22 Dec 2015 0.994203
18 Dec 2015 0.992557
17 Dec 2015 0.991625
16 Dec 2015 0.980597
11 Dec 2015 0.977387
10 Dec 2015 0.978464
09 Dec 2015 0.986000
08 Dec 2015 0.990755
07 Dec 2015 0.998922
04 Dec 2015 0.998928
03 Dec 2015 1.011213
02 Dec 2015 1.016605
01 Dec 2015 1.016851
30 Nov 2015 1.000000
28 Oct 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.