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

Growth assets
Australian equities
International equities
Infrastructure
Property
Growth alternatives
Private equity
Total growth assets
Defensive assets
Fixed income
Defensive alternatives
Cash
Total defensive assets

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 November 2017

Australian Equity Holdings International Equity Holdings
1. Commonwealth Bank of Australia  1. Visa Inc
2. Westpac Banking Corporation  2. Thermo Fisher Scientific Inc
3. Australia & New Zealand Banking Gr Ltd  3. Accenture PLC Ireland
4. Wesfarmers Limited 4. Honeywell International Inc 
5. BHP Billiton Limited  5. Medtronic Inc 
6. National Australia Bank Limited  6. Danone 
7. Rio Tinto Limited  7. LVMH Moet Hennessy LV Societe
8. Woodside Petroleum Limited 8. Bayer
9. Telstra Corporation Limited 9. State Street Corporation
10. CSL Limited 10. United Parcel Service Inc

 

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