Moderate

The Moderate option aims to achieve moderate long-term returns while accepting a medium level of investment risk.


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. 

    Growth history data:
    CSVExcel

    Past performance isn’t necessarily an indication of future returns. The value of investments can rise or fall, and investment returns can be positive or negative.

    The figures shown are net investment returns, that is, after fees, costs and taxes have been paid.

    Data

    Investment performance shown to 28 February 2021 is for Tasplan’s Moderate investment option.

    Over rolling 5-year periods, after tax and fees.

    Deducted from investment returns before unit prices are determined and directly applied to your account. See Important information below.

    Risk band 4
    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.

      Growth history data:
      CSVExcel

      Past performance isn’t necessarily an indication of future returns. The value of investments can rise or fall, and investment returns can be positive or negative.

      The figures shown are net investment returns, that is, after fees, costs and taxes have been paid.

      Data

      Investment performance shown to 28 February 2021 is for Tasplan’s Moderate investment option.

      Over rolling 5-year periods, after tax and fees.

      Deducted from investment returns before unit prices are determined and directly applied to your account. See Important information below.

      Risk band 4
      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. 

        Growth history data:
        CSVExcel

        Past performance isn’t necessarily an indication of future returns. The value of investments can rise or fall, and investment returns can be positive or negative.

        The figures shown are net investment returns, that is, after fees, costs and taxes have been paid.

        Data

        Investment performance shown to 28 February 2021 is for Tasplan’s Moderate investment option.

        Over rolling 5-year periods, after tax and fees.

        Deducted from investment returns before unit prices are determined and directly applied to your account. See Important information below.

        Risk band 4
        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.

        Notes:

        Figures may not total 100% due to rounding.

        Strategic asset allocations as at 1 April 2021.

        Investment fees are calculated looking back at 30 June each year and are estimates only. The actual investment fees for the current financial year may vary with large investment acquisitions, divestments and/or changes in portfolio managers. Investment fees are disclosed gross of income tax. Any benefit of an income tax deduction relating to these fees will be applied to your account as part of the unit price for that option.

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