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 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
Growth alternatives
Private equity
Total growth assets
Defensive assets
Fixed income
Defensive alternatives
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 September 2018

Australian Equity Holdings International Equity Holdings
1. Australia & New Zealand Banking Grp Ltd  1. Visa Inc
2. BHP Billiton Limited  2. Thermo Fisher Scientific Inc
3. Commonwealth Bank of Australia  3. Medtronic Inc
4. Westpac Banking Corporation 4. Accenture PLC 
5. Wesfarmers Limited 5. Honeywell International Inc     
6. Woodside Petroleum Limited  6. LVMH Moet Hennessy LV Societe
7. CSL Limited 7. Comcast Corp 
8. Rio Tinto Limited   8. Zimmer Biomet Holdings Inc
9. National Australia Bank Limited 9. Oracle Corp
10. QBE Insurance Group Limited 10. Walt Disney Co