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 2020

 

Australian Equity Holdings International Equity Holdings
1. CSL Limited      1. Tesla Inc
2. Commonwealth Bank of Australia  2. Amazon.com Inc
3. BHP Group Limited 3. Square Inc Class A
4. Macquarie Group Limited 4. Microsoft Corporation
5. National Australia Bank Limited  5. Facebook Inc Class A
6. Afterpay Limited 6. Visa Inc Class A
7. Fisher & Paykel Healthcare Corporation Limited 7. Workday Inc Class A
8. Australia and New Zealand Banking Group 8. Apple Inc
9. Wesfarmers Limited 9. Salesforce.com Inc
10. Xero Limited 10. Spotify Technology SA