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 28 February 2018

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. BHP Billiton Limited 4. Honeywell International Inc 
5. Rio Tinto Limited 5. Medtronic Inc 
6. National Australia Bank Limited 6. State Street Corporation  
7. Wesfarmers Limited 7. LVMH Moet Hennessy LV Societe 
8. Woodside Petroleum Limited 8. Oracle Corp
9. CSL Limited 9. Comcast Corporation
10. Telstra Corporation Limited 10. Danone



Need help? Click to talk to someone who can help you.