Sustainable

Investment return

Latest returns for the period ended 31 Jul 2017
Rolling 1 month-0.11%
Rolling 3 months0.33%
FYTD1-0.11%
Rolling 1 year7.86%
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.
  • 2Returns shown for periods longer than one year are compound averages to give you an idea of the average return generated each year over the period, assuming that the investment had grown at a steady rate over this time. It’s important to note that returns can vary significantly from year-to-year.

Investment return objective

3.0% each year after fees and taxes.

CPI + 3.0% each year over rolling 5 year periods. Future returns can't be guaranteed. Optional Return Target Text


Level of investment risk

Medium to high

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

The Sustainable option commenced 1 December 2015.

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

Asset allocation

Asset class Benchmark % Range %
Australian shares 24.0 % 10-35%
International shares 29.0 % 15-40%
Listed property 5.0 % 0-15%
Private equity 2.0 % 0-7%
Unlisted property 6.5 % 0-15%
Unlisted infrastructure 6.5 % 0-15%
Emerging market debt 2.0 % 0-7%
Absolute return 3.0 % 0-15%
Alternative debt 4.0 % 0-7%
Australian fixed interest 5.0 % 0-10%
Global fixed interest 9.0 % 0-15%
Cash 4.0 % 0-15%

Unit prices

Week ended Sell price
18 Aug 2017 1.1322
11 Aug 2017 1.1339
04 Aug 2017 1.1326
28 Jul 2017 1.1334
21 Jul 2017 1.1336
14 Jul 2017 1.1355
07 Jul 2017 1.1340
30 Jun 2017 1.1337
23 Jun 2017 1.1356
16 Jun 2017 1.1361
09 Jun 2017 1.1349
02 Jun 2017 1.1415
26 May 2017 1.1350
19 May 2017 1.1319
12 May 2017 1.1315
05 May 2017 1.1302
28 Apr 2017 1.1266
21 Apr 2017 1.1183
13 Apr 2017 1.1161
07 Apr 2017 1.1152
31 Mar 2017 1.1075
24 Mar 2017 1.1001
17 Mar 2017 1.1011
10 Mar 2017 1.1011
03 Mar 2017 1.0968
24 Feb 2017 1.0920
17 Feb 2017 1.0875
10 Feb 2017 1.0782
03 Feb 2017 1.0760
27 Jan 2017 1.0832
20 Jan 2017 1.0733
13 Jan 2017 1.0751
06 Jan 2017 1.0814
30 Dec 2016 1.0752
23 Dec 2016 1.0740
16 Dec 2016 1.0604
09 Dec 2016 1.0594
02 Dec 2016 1.0559
25 Nov 2016 1.0571
18 Nov 2016 1.0470
11 Nov 2016 1.0390
04 Nov 2016 1.0309
28 Oct 2016 1.0409
21 Oct 2016 1.0454
14 Oct 2016 1.0495
07 Oct 2016 1.0512
30 Sep 2016 1.0498
23 Sep 2016 1.0512
16 Sep 2016 1.0446
09 Sep 2016 1.0467
02 Sep 2016 1.0503
26 Aug 2016 1.0524
19 Aug 2016 1.0502
12 Aug 2016 1.0511
05 Aug 2016 1.0457
29 Jul 2016 1.0539
22 Jul 2016 1.0443
15 Jul 2016 1.0356
08 Jul 2016 1.0235
01 Jul 2016 1.0200
24 Jun 2016 1.0135
17 Jun 2016 1.0240
10 Jun 2016 1.0277
03 Jun 2016 1.0357
27 May 2016 1.0347
20 May 2016 1.0230
13 May 2016 1.0166
06 May 2016 1.0087
29 Apr 2016 1.0087
22 Apr 2016 1.0032
15 Apr 2016 0.9978
08 Apr 2016 0.9919
01 Apr 2016 0.9926
25 Mar 2016 0.9967
18 Mar 2016 0.9953
11 Mar 2016 0.9962
04 Mar 2016 0.9948
26 Feb 2016 0.9825
19 Feb 2016 0.9859
12 Feb 2016 0.9631
05 Feb 2016 0.9941
29 Jan 2016 1.0046
22 Jan 2016 1.0006
15 Jan 2016 0.9933
08 Jan 2016 1.0003
01 Jan 2016 1.0026
25 Dec 2015 0.9979
18 Dec 2015 0.9934
11 Dec 2015 0.9836
04 Dec 2015 0.9964
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, 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.