Moderate
The Moderate option aims to achieve moderate returns by investing in a diversified mix of growth and defensive assets.
Effective date: 27 Nov 2023
Moderate
This option may be suitable if you’re seeking a moderate level of capital growth in the medium to long term (more than 5 years) and at a moderate level of risk and volatility. The graph shows the value of an initial investment of $1,000 in this option over time.
Data
Investment performance shown to 31 March 2021 is for Tasplan’s Moderate investment option.
The investment performance figure is normally updated every business day when unit prices are updated, and is net of fees, costs and investment-related taxes. See Important information below for more details.
Past performance isn’t a reliable indicator of future performance.
Deducted from investment returns before they’re allocated to your account through the daily determination of unit prices. See Important information below.
You may expect 2-3 negative annual returns in a 20-year period.
Moderate
This option may be suitable if you’re seeking a moderate level of capital growth in the medium to long term (more than 5 years) and at a moderate level of risk and volatility. The graph shows the value of an initial investment of $1,000 in this option over time.
Data
Investment performance shown to 31 March 2021 is for Tasplan’s Moderate investment option.
The investment performance figure is normally updated every business day when unit prices are updated, and is net of fees, costs and investment-related taxes. See Important information below for more details.
Past performance isn’t a reliable indicator of future performance.
Deducted from investment returns before they’re allocated to your account through the daily determination of unit prices. See Important information below.
You may expect 2-3 negative annual returns in a 20-year period.
Moderate
This option may be suitable if you’re seeking a moderate level of capital growth in the medium to long term (more than 5 years) and at a moderate level of risk and volatility. The graph shows the value of an initial investment of $1,000 in this option over time.
Data
Investment performance shown to 31 March 2021 is for Tasplan’s Moderate investment option.
The investment performance figure is normally updated every business day when unit prices are updated, and is net of fees, costs and investment-related taxes. See Important information below for more details.
Past performance isn’t a reliable indicator of future performance.
Deducted from investment returns before they’re allocated to your account through the daily determination of unit prices. See Important information below.
You may expect 2-3 negative annual returns in a 20-year period.
Strategic asset allocation
This is the target range for holdings in each asset class within an option. The asset allocation may be re-balanced within these ranges to help achieve the option’s investment return objective.
Investment fees and costs and transaction costs
The investment and transaction fees and costs are estimates only. The actual fees and costs may vary from year to year. For more details, read our Fees and costs fact sheet (super members) or our Pension guide.
Unit prices
Normally, unit prices will be determined for each business day and posted to our investment option pages. We may defer or delay the determination of unit prices whenever we consider this to be in the best financial interests of members. A business day is generally considered to be Monday through Friday and excludes weekends and national public holidays.
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