Please note: All member accounts will be unavailable on Saturday 18 July due to annual maintenance.
EISS Super Conservative

This option aims to achieve a return of CPI + 1.75% pa over 5 years (after fees and taxes).

The strategic asset allocation for this option is 40% growth assets (eg Australian and international shares) and 60% defensive assets (eg fixed income and cash).

Minimum investment timeframe 5 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

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