Moderate

Investment return

Latest returns for the period ended 30 Sep 2017
Rolling 1 month0.63%
Rolling 3 months0.99%
FYTD10.99%
Rolling 1 year5.84%
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 this financial year.
  • 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 % 0-5%
Absolute return 3.0 % 0-10%
Alternative debt 5.0 % 0-15%
Australian fixed interest 10.0 % 0-25%
Global sovereign 10.0 % 0-25%
Global credit 8.0 % 0-20%
Cash 20.0 % 5-40%

Unit prices

Week ended Sell price
13 Oct 2017 1.1102
06 Oct 2017 1.1044
29 Sep 2017 1.0997
22 Sep 2017 1.0996
15 Sep 2017 1.0990
08 Sep 2017 1.0945
01 Sep 2017 1.0970
25 Aug 2017 1.0941
18 Aug 2017 1.0926
11 Aug 2017 1.0929
04 Aug 2017 1.0915
28 Jul 2017 1.0920
21 Jul 2017 1.0919
14 Jul 2017 1.0931
07 Jul 2017 1.0910
30 Jun 2017 1.0895
23 Jun 2017 1.0900
16 Jun 2017 1.0905
09 Jun 2017 1.0889
02 Jun 2017 1.0935
26 May 2017 1.0905
19 May 2017 1.0878
12 May 2017 1.0872
05 May 2017 1.0874
28 Apr 2017 1.0861
21 Apr 2017 1.0813
13 Apr 2017 1.0805
07 Apr 2017 1.0807
31 Mar 2017 1.0766
24 Mar 2017 1.0709
17 Mar 2017 1.0691
10 Mar 2017 1.0709
03 Mar 2017 1.0683
24 Feb 2017 1.0637
17 Feb 2017 1.0635
10 Feb 2017 1.0580
03 Feb 2017 1.0564
27 Jan 2017 1.0607
20 Jan 2017 1.0564
13 Jan 2017 1.0604
06 Jan 2017 1.0636
30 Dec 2016 1.0582
23 Dec 2016 1.0584
16 Dec 2016 1.0490
09 Dec 2016 1.0475
02 Dec 2016 1.0415
25 Nov 2016 1.0421
18 Nov 2016 1.0365
11 Nov 2016 1.0312
04 Nov 2016 1.0264
28 Oct 2016 1.0339
21 Oct 2016 1.0358
14 Oct 2016 1.0383
07 Oct 2016 1.0405
30 Sep 2016 1.0412
23 Sep 2016 1.0409
16 Sep 2016 1.0384
09 Sep 2016 1.0386
02 Sep 2016 1.0405
26 Aug 2016 1.0435
19 Aug 2016 1.0422
12 Aug 2016 1.0410
05 Aug 2016 1.0367
29 Jul 2016 1.0424
22 Jul 2016 1.0357
15 Jul 2016 1.0304
08 Jul 2016 1.0230
01 Jul 2016 1.0194
24 Jun 2016 1.0145
17 Jun 2016 1.0200
10 Jun 2016 1.0229
03 Jun 2016 1.0274
27 May 2016 1.0274
20 May 2016 1.0205
13 May 2016 1.0176
06 May 2016 1.0118
29 Apr 2016 1.0118
22 Apr 2016 1.0080
15 Apr 2016 1.0039
08 Apr 2016 0.9978
01 Apr 2016 0.9974
25 Mar 2016 0.9994
18 Mar 2016 0.9995
11 Mar 2016 0.9998
04 Mar 2016 0.9973
26 Feb 2016 0.9863
19 Feb 2016 0.9873
12 Feb 2016 0.9756
05 Feb 2016 0.9842
29 Jan 2016 0.9866
22 Jan 2016 0.9856
15 Jan 2016 0.9873
08 Jan 2016 0.9925
01 Jan 2016 0.9994
25 Dec 2015 0.9988
18 Dec 2015 0.9938
11 Dec 2015 0.9889
04 Dec 2015 0.9977
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.