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Conservative Balanced: Super Investment Options

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 30 September 2021

Australian Equity Holdings International Equity Holdings
1. Commonwealth Bank of Australia      1. Tesla Inc
2. CSL Limited  2. Amazon.com Inc
3. BHP Group Limited 3. Microsoft Corporation
4. Macquarie Group Ltd 4. Facebook Inc
5. National Australia Bank Ltd  5. Apple Inc
6. ResMed Inc 6. Visa Inc
7. Australia and New Zealand Banking Group Ltd (ANZ) 7. Square Inc
8. Afterpay Ltd 8. Thermo Fischer Scientific Inc
9. Westpac Banking Corp 9. Alphabet Inc
10. James Hardie Industries 10. PayPal Holdings Inc