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 24 June 2020

Australian Equity Holdings International Equity Holdings
1. CSL Limited      1. Amazon.com Inc
2. Commonwealth Bank of Australia  2. Tesla Inc 
3. BHP Group Limited   3. Microsoft Corporation
4. National Australia Bank Limited 4. Facebook Inc
5. Macquarie Group Limited  5. Visa Inc
6. Wesfarmers Limited 6. Alphabet Inc
7. Woolworths Group Limited 7. Apple Inc
8. Westpac Banking Corporation 8. LVMH Moët Hennessy Louis Vuitton SE
9. Transurban Group 9. Paypal Holdings Inc
10. Telstra Corporation Ltd 10. Thermo Fisher Scientific