Moderate

Investment return

Latest returns for the period ended 31 Jul 2017
Rolling 1 month0.05%
Rolling 3 months0.55%
FYTD10.05%
Rolling 1 year5.55%
Rolling 3 years2N/A
Rolling 5 years2N/A
Rolling 7 years2N/A
Rolling 10 years2N/A
  • 1FYTD refers to the financial year to date. This shows how the option has performed since 1 July.
  • 2Returns shown for periods longer than one year are compound averages to give you an idea of the average return generated each year over the period, assuming that the investment had grown at a steady rate over this time. It’s important to note that returns can vary significantly from year-to-year.

Investment return objective

2.0% each year after fees and taxes.

CPI + 2.0% each year over rolling 5 year periods. Future returns can't be guaranteed.


Level of investment risk

Low to medium

Negative returns expected in 1 - 2 years out of every 20 years.

The Moderate option commenced 1 December 2015.

* See how our investment managers have exercised voting rights for Australian shares.

Asset allocation

Asset class Benchmark % Range %
Australian shares 14.0 % 5-30%
International shares 13.0 % 5-30%
Listed property 2.0 % 0-10%
Private equity 0.0 % 0-5%
Unlisted property 7.5 % 0-15%
Unlisted infrastructure 7.5 % 0-15%
Emerging market debt 0.0 % 0-7%
Absolute return 3.0 % 0-15%
Alternative debt 5.0 % 0-7%
Australian fixed interest 10.0 % 0-20%
Global fixed interest 18.0 % 5-30%
Cash 20.0 % 5-35%

Unit prices

Week ended Sell price
18 Aug 2017 1.1056
11 Aug 2017 1.1058
04 Aug 2017 1.1043
28 Jul 2017 1.1047
21 Jul 2017 1.1046
14 Jul 2017 1.1061
07 Jul 2017 1.1035
30 Jun 2017 1.1012
23 Jun 2017 1.1018
16 Jun 2017 1.1025
09 Jun 2017 1.1003
02 Jun 2017 1.1059
26 May 2017 1.1025
19 May 2017 1.0991
12 May 2017 1.0985
05 May 2017 1.0988
28 Apr 2017 1.0975
21 Apr 2017 1.0917
13 Apr 2017 1.0906
07 Apr 2017 1.0908
31 Mar 2017 1.0861
24 Mar 2017 1.0820
17 Mar 2017 1.0799
10 Mar 2017 1.0820
03 Mar 2017 1.0790
24 Feb 2017 1.0735
17 Feb 2017 1.0734
10 Feb 2017 1.0670
03 Feb 2017 1.0650
27 Jan 2017 1.0702
20 Jan 2017 1.0650
13 Jan 2017 1.0694
06 Jan 2017 1.0733
30 Dec 2016 1.0670
23 Dec 2016 1.0674
16 Dec 2016 1.0564
09 Dec 2016 1.0548
02 Dec 2016 1.0478
25 Nov 2016 1.0494
18 Nov 2016 1.0429
11 Nov 2016 1.0371
04 Nov 2016 1.0311
28 Oct 2016 1.0396
21 Oct 2016 1.0420
14 Oct 2016 1.0447
07 Oct 2016 1.0472
30 Sep 2016 1.0480
23 Sep 2016 1.0479
16 Sep 2016 1.0448
09 Sep 2016 1.0449
02 Sep 2016 1.0472
26 Aug 2016 1.0506
19 Aug 2016 1.0491
12 Aug 2016 1.0479
05 Aug 2016 1.0425
29 Jul 2016 1.0493
22 Jul 2016 1.0417
15 Jul 2016 1.0356
08 Jul 2016 1.0269
01 Jul 2016 1.0231
24 Jun 2016 1.0170
17 Jun 2016 1.0232
10 Jun 2016 1.0264
03 Jun 2016 1.0318
27 May 2016 1.0321
20 May 2016 1.0240
13 May 2016 1.0206
06 May 2016 1.0140
29 Apr 2016 1.0140
22 Apr 2016 1.0097
15 Apr 2016 1.0050
08 Apr 2016 0.9978
01 Apr 2016 0.9973
25 Mar 2016 0.9996
18 Mar 2016 0.9998
11 Mar 2016 1.0002
04 Mar 2016 0.9973
26 Feb 2016 0.9845
19 Feb 2016 0.9863
12 Feb 2016 0.9723
05 Feb 2016 0.9821
29 Jan 2016 0.9852
22 Jan 2016 0.9838
15 Jan 2016 0.9855
08 Jan 2016 0.9916
01 Jan 2016 0.9994
25 Dec 2015 0.9987
18 Dec 2015 0.9931
11 Dec 2015 0.9869
04 Dec 2015 0.9974
Download history

You should consider the likely investment return, risk and your investment time frame when choosing which option to invest in. The value of investments may rise or fall. We don’t guarantee the investment performance, earnings or return of money you invest in Tasplan.

Investment performance

Past performance doesn’t necessarily indicate future returns.

Apart from those on our MySuper product dashboard, investment fees and tax have been taken out of the investment returns shown. We work out MySuper returns differently, in line with superannuation laws. There’s more information below.

Performance history starts from 1 December 2015 for Sustainable, Moderate, Australian shares, International shares and Fixed interest, 7 December 2016 for Tasplan OnTrack and 1 April 2017 for Property.

MySuper product dashboard

The returns quoted for the MySuper option, Tasplan OnTrack (Build, Sustain, Control and Maintain), are net returns. That is, less administration and investment fees, and tax. These are based on a 'representative member' with a $50,000 account balance and no activity charges throughout the year.

Return targets are based on a 10-year period, starting at the beginning of the current financial year. The statement of fees and costs includes investment fees and administration fees, but excludes buy-sell spreads, activity fees and insurance fees.

Level of investment risk

All investments have some risk. Different asset classes – for example, cash, bonds, property and shares – have different levels of risk. Each of Tasplan's investment options have different weightings towards these asset classes. So, each investment option has a different target investment return and a different likelihood of negative returns, depending on the underlying mix of assets.

The level of investment risk is our estimate of the likelihood of negative investment returns over 20 years. It’s not a complete assessment of all forms of investment risk. For example, it doesn’t say what the size of a negative return could be or the potential for a positive return to be less than what you need to meet your objectives. Also, it doesn’t take into account the impact of administration fees and tax on the likelihood of a negative return. You should make sure you’re comfortable with the risk and potential losses associated with your investment options.

We work out the risk measures in line with the guidelines in the Financial Services Council (FSC) Guidance on Standard Risk Measure Guidance Paper for Trustees dated July 2011. This rating is based on the fund’s asset allocation benchmarks at the date of the dashboard and doesn’t take into account future movements of these benchmarks.

More information

For more information about our investment options and the fees and costs you may pay, refer to the current member guide, or email us at info@tasplan.com.au or call us on 1800 005 166.