InvestSMART

Tasplan Super MySuper Balanced - Managed Fund (Closed)

Fund Objective
To achieve returns after fees and taxes that exceed the inflation rate1 by at least 3% per year over rolling 5 year periods.
Fund Strategy
This option invests in a wide range of assets, with a higher allocation to growth assets such as shares, property and infrastructure, than defensive assets such as cash and fixed interest.

Fund Performance Comparison

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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.
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Fees Comparison

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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.
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Fund performance

  1M 3M 6M 1Y p.a. 2Y p.a. 3Y p.a. 5Y p.a. 10Y p.a.
Total return 0.76% 2.58% 7.43% 5.86% 8.22% 7.4% 8.54% -%
Growth return 0.76% 2.58% 7.43% 5.86% 8.22% 7.4% 8.54% -%
Income return 0% 0% 0% 0% 0% 0% 0% -%
Market index (Morningstar AUS Growth Tgt Alloc NR AUD)
Total return 0.75% 4.43% 10.73% 11.3% 14.85% 13.6% 9.39% 8.35%
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
3.98%
Australian Equities
27.14%
International Equities
35.63%
Cash
5.91%
Property & Infrastructure
6.35%
Fixed Interest
20.99%

General Information

Fund Details
Type Description
Tasplan Super MySuper Balanced
Closed
Tasplan Ltd
Multisector Growth
Not Rated
Superannuation Fund
25 Jun 2013
$685.23 million (as at 28 Feb 2021)
$2.2078 (as at 28 Feb 2021)
$2.2078 (as at 28 Feb 2021)
Suppressed
Offer information
Type Description
Indirect Cost Ratio (ICR) - Estimated 0.61% (as at 30 Jun 2016) (Estimated)
Performance fee (included in ICR) 0.03
Minimum initial investment
Minimum additional investments

FAQs about the Tasplan Super MySuper Balanced

The objective of the Tasplan Super MySuper Balanced managed fund is To achieve returns after fees and taxes that exceed the inflation rate1 by at least 3% per year over rolling 5 year periods.

The strategy of the Tasplan Super MySuper Balanced managed fund is This option invests in a wide range of assets, with a higher allocation to growth assets such as shares, property and infrastructure, than defensive assets such as cash and fixed interest.

The APIR code of the Tasplan Super MySuper Balanced managed fund is .

Tasplan Super MySuper Balanced’s total return last month was 0.76%. This was made up of a growth return of 0.76% and an income return of 0%. These returns were calculated as at 28 Feb 2021.

Tasplan Super MySuper Balanced’s total return for the last three months was 2.58%. This was made up of a growth return of 2.58% and an income return of 0%%. These returns were calculated as at 28 Feb 2021.

Tasplan Super MySuper Balanced’s one-year total return is 5.86%. This was made up of a growth return of 5.86% and an income return of 0%. These returns were calculated as at 28 Feb 2021.

Tasplan Super MySuper Balanced’s one-year total return is 7.4%. This was made up of a growth return of 7.4% and an income return of 0%. These returns were calculated as at 28 Feb 2021.

The asset allocation of the Tasplan Super MySuper Balanced 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 MySuper Balanced managed fund is Tasplan Ltd.

The Tasplan Super MySuper Balanced managed fund belongs to the Multisector Growth sector/asset class.

As at 28 Feb 2021, the size of the Tasplan Super MySuper Balanced managed fund was $685.23 million.

The Tasplan Super MySuper Balanced managed fund has an inception date of 25 Jun 2013.

The current entry price of the Tasplan Super MySuper Balanced managed fund is $2.2078 per unit and the current exit price is $2.2078 per unit (as at 28 Feb 2021).

The current exit price of the Tasplan Super MySuper Balanced managed fund is $2.2078 per unit and the current entry price is $2.2078 per unit (as at 28 Feb 2021).

The minimum initial investment amount for the Tasplan Super MySuper Balanced 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.