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 June 2018

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

 

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