Growth

Investment return

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Past performance is not necessarily an indication of future returns. Please note that this performance information shows net investment returns, that is, after tax and investment fees have been paid.

Latest returns for the period ended 30 Sep 2017
Rolling 1 month1.18%
Rolling 3 months1.64%
FYTD11.64%
Rolling 1 year9.66%
Rolling 3 years28.34%
Rolling 5 years210.60%
Rolling 7 years28.92%
Rolling 10 years24.92%
  • 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

4.0% each year after fees and taxes.

CPI + 4.0% each year over rolling 10 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.

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

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

Week ended Sell price
13 Oct 2017 1.8356
06 Oct 2017 1.8167
29 Sep 2017 1.7960
22 Sep 2017 1.7970
15 Sep 2017 1.7904
08 Sep 2017 1.7760
01 Sep 2017 1.7880
25 Aug 2017 1.7777
18 Aug 2017 1.7685
11 Aug 2017 1.7734
04 Aug 2017 1.7713
28 Jul 2017 1.7711
21 Jul 2017 1.7737
14 Jul 2017 1.7839
07 Jul 2017 1.7754
30 Jun 2017 1.7716
23 Jun 2017 1.7762
16 Jun 2017 1.7793
09 Jun 2017 1.7764
02 Jun 2017 1.7996
26 May 2017 1.7869
19 May 2017 1.7796
12 May 2017 1.7773
05 May 2017 1.7791
28 Apr 2017 1.7731
21 Apr 2017 1.7515
13 Apr 2017 1.7498
07 Apr 2017 1.7523
31 Mar 2017 1.7427
24 Mar 2017 1.7305
17 Mar 2017 1.7308
10 Mar 2017 1.7322
03 Mar 2017 1.7236
24 Feb 2017 1.7127
17 Feb 2017 1.7114
10 Feb 2017 1.6969
03 Feb 2017 1.6929
27 Jan 2017 1.7067
20 Jan 2017 1.6931
13 Jan 2017 1.7065
06 Jan 2017 1.7195
30 Dec 2016 1.7051
23 Dec 2016 1.7062
16 Dec 2016 1.6769
09 Dec 2016 1.6731
02 Dec 2016 1.6555
25 Nov 2016 1.6588
18 Nov 2016 1.6380
11 Nov 2016 1.6187
04 Nov 2016 1.6032
28 Oct 2016 1.6230
21 Oct 2016 1.6330
14 Oct 2016 1.6386
07 Oct 2016 1.6426
30 Sep 2016 1.6455
23 Sep 2016 1.6491
16 Sep 2016 1.6369
09 Sep 2016 1.6370
02 Sep 2016 1.6427
26 Aug 2016 1.6537
19 Aug 2016 1.6493
12 Aug 2016 1.6478
05 Aug 2016 1.6357
29 Jul 2016 1.6543
22 Jul 2016 1.6362
15 Jul 2016 1.6201
08 Jul 2016 1.5985
01 Jul 2016 1.5951
24 Jun 2016 1.5782
17 Jun 2016 1.5951
10 Jun 2016 1.6076
03 Jun 2016 1.6221
27 May 2016 1.6245
20 May 2016 1.6034
13 May 2016 1.5955
06 May 2016 1.5838
29 Apr 2016 1.5838
22 Apr 2016 1.5749
15 Apr 2016 1.5633
08 Apr 2016 1.5450
01 Apr 2016 1.5473
25 Mar 2016 1.5541
18 Mar 2016 1.5578
11 Mar 2016 1.5568
04 Mar 2016 1.5494
26 Feb 2016 1.5165
19 Feb 2016 1.5209
12 Feb 2016 1.4860
05 Feb 2016 1.5159
29 Jan 2016 1.5253
22 Jan 2016 1.5212
15 Jan 2016 1.5292
08 Jan 2016 1.5461
01 Jan 2016 1.5722
25 Dec 2015 1.5692
18 Dec 2015 1.5536
11 Dec 2015 1.5393
04 Dec 2015 1.5664
27 Nov 2015 1.5695
20 Nov 2015 1.5781
13 Nov 2015 1.5533
06 Nov 2015 1.5902
30 Oct 2015 1.5833
23 Oct 2015 1.5832
16 Oct 2015 1.5639
09 Oct 2015 1.5565
02 Oct 2015 1.5282
25 Sep 2015 1.5260
18 Sep 2015 1.5348
11 Sep 2015 1.5329
04 Sep 2015 1.5255
28 Aug 2015 1.5472
21 Aug 2015 1.5320
14 Aug 2015 1.5677
07 Aug 2015 1.5798
31 Jul 2015 1.6078
24 Jul 2015 1.5893
17 Jul 2015 1.6000
10 Jul 2015 1.5685
03 Jul 2015 1.5654
26 Jun 2015 1.5787
19 Jun 2015 1.5738
12 Jun 2015 1.5711
05 Jun 2015 1.5741
29 May 2015 1.5996
22 May 2015 1.5893
15 May 2015 1.5764
08 May 2015 1.5722
01 May 2015 1.5884
24 Apr 2015 1.6056
17 Apr 2015 1.5968
10 Apr 2015 1.6113
03 Apr 2015 1.5872
27 Mar 2015 1.5768
20 Mar 2015 1.5908
13 Mar 2015 1.5687
06 Mar 2015 1.5760
27 Feb 2015 1.5790
20 Feb 2015 1.5723
13 Feb 2015 1.5677
06 Feb 2015 1.5460
30 Jan 2015 1.5180
23 Jan 2015 1.5067
16 Jan 2015 1.4693
09 Jan 2015 1.4869
02 Jan 2015 1.4844
26 Dec 2014 1.4898
19 Dec 2014 1.4765
12 Dec 2014 1.4487
05 Dec 2014 1.4731
28 Nov 2014 1.4610
21 Nov 2014 1.4495
14 Nov 2014 1.4461
31 Oct 2014 1.4365
24 Oct 2014 1.4150
17 Oct 2014 1.3913
10 Oct 2014 1.3938
03 Oct 2014 1.4118
26 Sep 2014 1.4245
19 Sep 2014 1.4351
12 Sep 2014 1.4363
05 Sep 2014 1.4320
29 Aug 2014 1.4302
22 Aug 2014 1.4276
15 Aug 2014 1.4120
08 Aug 2014 1.3943
01 Aug 2014 1.4080
25 Jul 2014 1.4159
18 Jul 2014 1.4097
11 Jul 2014 1.4023
04 Jul 2014 1.4036
27 Jun 2014 1.3996
20 Jun 2014 1.3947
13 Jun 2014 1.3889
06 Jun 2014 1.3928
30 May 2014 1.3906
23 May 2014 1.3867
16 May 2014 1.3751
02 May 2014 1.3702
25 Apr 2014 1.3698
18 Apr 2014 1.3577
11 Apr 2014 1.3494
04 Apr 2014 1.3618
28 Mar 2014 1.3495
21 Mar 2014 1.3500
14 Mar 2014 1.3457
07 Mar 2014 1.3658
28 Feb 2014 1.3685
21 Feb 2014 1.3581
14 Feb 2014 1.3469
07 Feb 2014 1.3257
31 Jan 2014 1.3373
24 Jan 2014 1.3496
17 Jan 2014 1.3603
10 Jan 2014 1.3540
03 Jan 2014 1.3542
27 Dec 2013 1.3507
20 Dec 2013 1.3379
13 Dec 2013 1.3121
06 Dec 2013 1.3204
29 Nov 2013 1.3307
22 Nov 2013 1.3244
15 Nov 2013 1.3220
08 Nov 2013 1.3126
01 Nov 2013 1.3129
25 Oct 2013 1.3060
18 Oct 2013 1.2981
11 Oct 2013 1.2856
04 Oct 2013 1.2811
27 Sep 2013 1.2918
20 Sep 2013 1.2902
13 Sep 2013 1.2803
06 Sep 2013 1.2637
30 Aug 2013 1.2579
23 Aug 2013 1.2626
16 Aug 2013 1.2572
09 Aug 2013 1.2547
02 Aug 2013 1.2665
26 Jul 2013 1.2447
19 Jul 2013 1.2353
12 Jul 2013 1.2300
05 Jul 2013 1.2112
28 Jun 2013 1.2076
21 Jun 2013 1.1954
14 Jun 2013 1.2018
07 Jun 2013 1.2037
31 May 2013 1.2272
24 May 2013 1.2298
17 May 2013 1.2475
10 May 2013 1.2406
30 Apr 2013 1.2197
31 Mar 2013 1.1940
28 Feb 2013 1.2016
31 Jan 2013 1.1766
31 Dec 2012 1.1417
30 Nov 2012 1.1137
31 Oct 2012 1.1061
30 Sep 2012 1.0924
31 Aug 2012 1.0729
31 Jul 2012 1.0454
30 Jun 2012 1.0383
31 May 2012 1.0215
30 Apr 2012 1.0612
31 Mar 2012 1.0582
29 Feb 2012 1.0425
31 Jan 2012 1.0192
31 Dec 2011 0.9848
30 Nov 2011 0.9894
31 Oct 2011 1.0054
30 Sep 2011 0.9606
31 Aug 2011 0.9980
31 Jul 2011 1.0219
30 Jun 2011 1.0448
31 May 2011 1.0553
30 Apr 2011 1.0584
31 Mar 2011 1.0586
28 Feb 2011 1.0525
31 Jan 2011 1.0361
31 Dec 2010 1.0298
30 Nov 2010 1.0074
31 Oct 2010 1.0097
30 Sep 2010 0.9943
31 Aug 2010 0.9627
31 Jul 2010 0.9740
30 Jun 2010 0.9488
31 May 2010 0.9676
30 Apr 2010 1.0053
31 Mar 2010 1.0000
28 Feb 2010 0.9632
31 Jan 2010 0.9531
31 Dec 2009 0.9860
30 Nov 2009 0.9565
31 Oct 2009 0.9403
30 Sep 2009 0.9581
31 Aug 2009 0.9281
31 Jul 2009 0.8968
30 Jun 2009 0.8522
31 May 2009 0.8325
30 Apr 2009 0.8213
31 Mar 2009 0.7851
28 Feb 2009 0.7631
31 Jan 2009 0.8032
31 Dec 2008 0.8245
30 Nov 2008 0.8290
31 Oct 2008 0.8598
30 Sep 2008 0.9370
31 Aug 2008 0.9981
31 Jul 2008 0.9670
30 Jun 2008 0.9842
31 May 2008 1.0337
30 Apr 2008 1.0239
31 Mar 2008 0.9971
29 Feb 2008 1.0140
31 Jan 2008 1.0232
31 Dec 2007 1.1015
30 Nov 2007 1.1133
31 Oct 2007 1.1317
30 Sep 2007 1.1187
31 Aug 2007 1.0921
31 Jul 2007 1.0707
30 Jun 2007 1.0948
31 May 2007 1.1020
30 Apr 2007 1.0793
31 Mar 2007 1.0587
28 Feb 2007 1.0408
31 Jan 2007 1.0437
31 Dec 2006 1.0242
30 Nov 2006 1.0026
31 Oct 2006 0.9921
30 Sep 2006 0.9691
31 Aug 2006 0.9493
31 Jul 2006 0.9277
30 Jun 2006 0.9322
31 May 2006 0.9139
30 Apr 2006 0.9403
31 Mar 2006 0.9349
28 Feb 2006 0.9009
31 Jan 2006 0.8954
31 Dec 2005 0.8763
30 Nov 2005 0.8542
31 Oct 2005 0.8260
30 Sep 2005 0.8416
31 Aug 2005 0.8209
31 Jul 2005 0.8106
30 Jun 2005 0.7920
31 May 2005 0.7741
30 Apr 2005 0.7502
31 Mar 2005 0.7687
28 Feb 2005 0.7697
31 Jan 2005 0.7614
31 Dec 2004 0.7580
30 Nov 2004 0.7369
31 Oct 2004 0.7176
30 Sep 2004 0.7093
31 Aug 2004 0.6981
31 Jul 2004 0.6935
30 Jun 2004 0.7007
31 May 2004 0.6813
30 Apr 2004 0.6720
31 Mar 2004 0.6647
29 Feb 2004 0.6559
31 Jan 2004 0.6468
31 Dec 2003 0.6472
30 Nov 2003 0.6327
31 Oct 2003 0.6384
30 Sep 2003 0.6271
31 Aug 2003 0.6340
31 Jul 2003 0.6192
30 Jun 2003 0.6035
31 May 2003 0.6026
30 Apr 2003 0.5979
31 Mar 2003 0.5795
28 Feb 2003 0.5688
31 Jan 2003 0.5908
31 Dec 2002 0.6080
30 Nov 2002 0.6180
31 Oct 2002 0.6065
30 Sep 2002 0.5941
31 Aug 2002 0.6187
31 Jul 2002 0.6147
30 Jun 2002 0.6334
31 May 2002 0.6485
30 Apr 2002 0.6536
31 Mar 2002 0.6609
28 Feb 2002 0.6570
31 Jan 2002 0.6629
31 Dec 2001 0.6601
30 Nov 2001 0.6481
31 Oct 2001 0.6363
30 Sep 2001 0.6207
31 Aug 2001 0.6428
31 Jul 2001 0.6565
30 Jun 2001 0.6680
31 May 2001 0.6574
30 Apr 2001 0.6486
31 Mar 2001 0.6329
28 Feb 2001 0.6419
31 Jan 2001 0.6426
31 Dec 2000 0.6261
30 Nov 2000 0.6268
31 Oct 2000 0.6270
30 Sep 2000 0.6231
31 Aug 2000 0.6144
31 Jul 2000 0.6048
30 Jun 2000 0.6068
31 May 2000 0.5871
30 Apr 2000 0.5843
31 Mar 2000 0.5802
29 Feb 2000 0.5648
31 Jan 2000 0.5603
31 Dec 1999 0.5688
30 Nov 1999 0.5550
31 Oct 1999 0.5411
30 Sep 1999 0.5381
31 Aug 1999 0.5455
31 Jul 1999 0.5456
30 Jun 1999 0.5392
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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 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.