EISS Super Balanced (MySuper)

This option aims to achieve a return of CPI + 3% pa over 7 years (after fees and taxes).

The strategic asset allocation for this option is 75% growth assets (eg Australian and international shares) and 25% defensive assets (eg fixed income and cash).

Minimum investment timeframe 7 years.

Please note prior to 18 November 2019 the EISS Super default MySuper investment option was the Conservative Balanced option. For investment information on the Conservative Balanced option, please click here.

Performance

*Please note prior to 18 November 2019 the EISS Super default MySuper investment option was the Conservative Balanced option

Performance History

1 mth (%) 3 mth (%) FYTD ** 1 yr % (pa) 3 yr % (pa) 5 yr % (pa) 7 yr % (pa) 10 yr % (pa)
*Please note prior to 18 November 2019 the EISS Super default MySuper investment option was the Conservative Balanced option
**FYTD means Financial Year to Date starting 1 July.

Asset Allocation

Totals

If you had an account with $100,000 invested it would be invested as follows:

*Please note prior to 18 November 2019 the EISS Super default MySuper investment option was the Conservative Balanced option

Unit Prices

Investment option Date $
*Please note prior to 18 November 2019 the EISS Super default MySuper investment option was the Conservative Balanced option

Top 10 equity holdings as at 31 December 2019

 

 

Australian Equity Holdings International Equity Holdings
1. CSL Limited      1. Visa Inc
2. Commonwealth Bank of Australia  2. Thermo Fisher Scientific Inc   
3. BHP Group Limited   3. Medtronic Inc 
4. Westpac Banking Corporation   4. Comcast Corp
5. National Australia Bank Limited 5. Amazon.com Inc 
6. Australia & New Zealand Banking Group Limited  6. Accenture PLC
7. Transurban Group 7. Microsoft Corporation 
8. Woodside Petroleum Limited 8. LVMH Moët Hennessy Louis Vuitton SE
9. Rio Tinto Limited 9. Walt Disney Co  
10. QBE Insurance Group Limited  10. Apple Inc