EISS Super Balanced*

* This option was formerly named Diversified.

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 March 2017

Australian Equity Holdings International Equity Holdings
1. Australia & New Zealand Banking Gr Ltd 1. Visa Inc
2. Commonwealth Bank of Australia 2. Thermo Fisher Scientific Inc
3. Telstra Corporation Limited 3. Medtronic Inc
4. Westpac Banking Corporation 4. Walt Disney Co
5. Rio Tinto Limited 5. Honeywell International Inc
6. Wesfarmers Limited 6. Zimmer Biomet Holdings
7. National Australia Bank Limited 7. Accenture PLC Ireland
8. Woodside Petroleum Limited 8. Nestle
9. QBE Insurance Group Limited 9. State Street Corporation
10. Alumina Limited 10. LVMH Moet Hennessy LV Societe

 

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