EISS Super Conservative Balanced

This option aims to achieve a return of CPI + 2.5% pa over 5 years (after fees and taxes). 

The strategic asset allocation for this option is 59% growth assets (eg Australian and international shares) and 41% defensive assets (eg fixed income and cash). 

Minimum investment timeframe 5 years. Please note prior to 18 November 2019 the EISS Super default MySuper investment option was the Conservative Balanced option.

Please note from 18 November 2019 the new MySuper default is the Balanced investment option. For investment information on the Balanced (MySuper) option, please click here.

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

Totals

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 31 December 2019

 

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