InvestSMART

Tasplan Super Longer Term Growth - Managed Fund (Closed)

Fund Objective
To achieve attractive long-term investment returns, whilst tolerating a high level of volatility of returns.
Fund Strategy
Members who are willing to accept more risk for a potentially higher return over the longer-term and are prepared for returns that may vary significantly from one year to another, with the possibility of some negative years.

Fund Performance Comparison

Relative Fund Performance vs {{ fund.benchmark.peers.peerCount }} peers using {{ fund.benchmark.name }} as their benchmark.

{{ fund.name }}
Peers
Benchmark ({{ fund.benchmark.name }})
{{ fund.model.name }}
The performance of the peers is calculated as the total of the performance for each time period for all the funds in the peer group, divided by the number of funds in the peer group.
grow your money
Grow your money, not your fees
It's fees rather than returns that make the biggest difference to your investment's compounding returns.
Free Fees Report
investing
Investing made simple
Our professionally-tailored investment portfolios consistently beat most of our peers.
Free investor guide
Grow your money, not your fees
It's fees rather than returns that make the biggest difference to your investment's compounding returns. Free Fees Report
Investing made simple
Our professionally-tailored investment portfolios consistently beat most of our peers. Free investor guide

Fees Comparison

{{ fund.mer | number:2 }}
% p.a.
{{ fund.name }}
{{ modelPortfolio.mer * 100 | number:2 }}
% p.a.
{{ modelPortfolio.name }}
{{ fund.benchmark.peers.mer * 100 | number:2 }}
% p.a.
Average of peers ({{ fund.benchmark.peers.peerCount }})
NOTE: Fee data has been provided by Morningstar, it may not include all costs being charged on your investment such as platform and adviser fees. You should check your fund manager or adviser statements to find out the exact fees you are being charged. Peers are funds that use the same benchmark in the Morningstar database.
Upsell Banner

Fund performance

  1M 3M 6M 1Y p.a. 2Y p.a. 3Y p.a. 5Y p.a. 10Y p.a.
Total return 1.32% 3.59% 9.33% 7.38% 9.04% 8.11% 9.74% -%
Growth return 1.32% 3.59% 9.33% 7.38% 9.04% 8.11% 9.74% -%
Income return 0% 0% 0% 0% 0% 0% 0% -%
Market index (Morningstar AUS Agg Tgt Alloc NR AUD)
Total return 1.8% 5.06% 13.99% 15.82% 20.4% 15.18% 12.58% 9.92%
As at 28 Feb 2021. Returns for periods greater than 1 year are annualised. All figures are percentages.

Asset Allocation

No asset allocation data available.
Average Allocation of Peers
Alternatives
3.71%
Australian Equities
33.99%
International Equities
49.64%
Cash
2.62%
Property & Infrastructure
4.86%
Fixed Interest
5.18%

General Information

Fund Details
Type Description
Tasplan Super Longer Term Growth
Closed
Tasplan Ltd
Multisector Aggressive
Not Rated
Superannuation Fund
25 Jun 2013
$648.75 million (as at 28 Feb 2021)
$2.4255 (as at 28 Feb 2021)
$2.4255 (as at 28 Feb 2021)
Suppressed
Offer information
Type Description
Indirect Cost Ratio (ICR) - Estimated 0.63% (as at 30 Jun 2016) (Estimated)
Performance fee (included in ICR) 0.02
Minimum initial investment
Minimum additional investments
Your guide to next steps

Dealing with a struggling fund? What to Do and Look For

How to Assess your Managed Fund: And How to Choose the Next One
How to Assess your Managed Fund: And How to Choose the Next One
Your managed fund switching checklist. Is fear of capital gains tax holding you back?
Your managed fund switching checklist. Is fear of capital gains tax holding you back?
The Great Investment Fee Scam is hiding in plain sight. And it's ripping us all off.
The Great Investment Fee Scam is hiding in plain sight. And it's ripping us all off.
Guide to tidying up your Portfolio Manager holdings
Guide to tidying up your Portfolio Manager holdings

FAQs about the Tasplan Super Longer Term Growth

The objective of the Tasplan Super Longer Term Growth managed fund is To achieve attractive long-term investment returns, whilst tolerating a high level of volatility of returns.

The strategy of the Tasplan Super Longer Term Growth managed fund is Members who are willing to accept more risk for a potentially higher return over the longer-term and are prepared for returns that may vary significantly from one year to another, with the possibility of some negative years.

The APIR code of the Tasplan Super Longer Term Growth managed fund is .

Tasplan Super Longer Term Growth’s total return last month was 1.32%. This was made up of a growth return of 1.32% and an income return of 0%. These returns were calculated as at 28 Feb 2021.

Tasplan Super Longer Term Growth’s total return for the last three months was 3.59%. This was made up of a growth return of 3.59% and an income return of 0%%. These returns were calculated as at 28 Feb 2021.

Tasplan Super Longer Term Growth’s one-year total return is 7.38%. This was made up of a growth return of 7.38% and an income return of 0%. These returns were calculated as at 28 Feb 2021.

Tasplan Super Longer Term Growth’s one-year total return is 8.11%. This was made up of a growth return of 8.11% and an income return of 0%. These returns were calculated as at 28 Feb 2021.

The asset allocation of the Tasplan Super Longer Term Growth managed fund is :

Alternatives
100%
Australian Equities
0%
International Equities
0%
Cash
0%
Property & Infrastructure
0%
Fixed Interest
0%

The Responsible Entity for the Tasplan Super Longer Term Growth managed fund is Tasplan Ltd.

The Tasplan Super Longer Term Growth managed fund belongs to the Multisector Aggressive sector/asset class.

As at 28 Feb 2021, the size of the Tasplan Super Longer Term Growth managed fund was $648.75 million.

The Tasplan Super Longer Term Growth managed fund has an inception date of 25 Jun 2013.

The current entry price of the Tasplan Super Longer Term Growth managed fund is $2.4255 per unit and the current exit price is $2.4255 per unit (as at 28 Feb 2021).

The current exit price of the Tasplan Super Longer Term Growth managed fund is $2.4255 per unit and the current entry price is $2.4255 per unit (as at 28 Feb 2021).

The minimum initial investment amount for the Tasplan Super Longer Term Growth managed fund is $0. Minimum additional investment is $0.

Fund data sourced from Morningstar. Some material is copyright and published under licence from ASX Operations Pty Limited ACN 004 523 782 ("ASXO"). Data and content is provided for personal use only. Whilst every care has been taken in producing these numbers, neither Morningstar nor InvestSMART can make any guarantees around the complete accuracy of these figures. Should you decide to change investments, please read all relevant disclosure documents including the Product Disclosure Statements and if required, you may consider speaking to a financial professional for further guidance. A tax event may be realised as a result of switching investments. Past performance is not a reliable indicator of future performance.