EISS Super Balanced

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.

Performance

Performance History

1 mth (%) 3 mth (%) FYTD* 1 yr % (pa) 3 yr % (pa) 5 yr % (pa) 7 yr % (pa) 10 yr % (pa)
*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:

Unit Prices

Investment option Date $

Top 10 equity holdings as at 30 September 2019

 

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