Moderate
The Moderate option aims to achieve moderate returns by investing in a diversified mix of growth and defensive assets 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.
Data
Investment performance shown to 30 March 2021 is for Tasplan’s Moderate investment option.
Deducted from investment returns before unit prices are determined and directly applied to your account. 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 30 March 2021 is for Tasplan’s Moderate investment option.
Deducted from investment returns before unit prices are determined and directly applied to your account. 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 30 March 2021 is for Tasplan’s Moderate investment option.
Deducted from investment returns before unit prices are determined and directly applied to your account. 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 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.