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 Apr 2019

 

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