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 30 June 2019

 

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