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
Growth assets
Australian equities
International equities
Infrastructure
Property
Growth alternatives
Private equity
Total growth assets
Defensive assets
Fixed income
Defensive alternatives
Cash
Total defensive assets

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 April 2018

Australian Equity Holdings International Equity Holdings
1. Commonwealth Bank of Australia  1. Visa Inc
2. Westpac Banking Corporation  2. Thermo Fisher Scientific Inc
3. BHP Billiton Limited   3. LVMH Moet Hennessy LV Societe 
4. Australia & New Zealand Banking Gr Ltd 4. Accenture PLC   
5. Wesfarmers Limited 5. Medtronic Inc
6. Woodside Petroleum Limited  6. Honeywell International Inc 
7. Rio Tinto Limited 7. Bayer
8. National Australia Bank Limited 8. Danone
9. CSL Limited 9. State Street Corporation  
10. Telstra Corporation Limited 10. United Parcel Service Inc

 

 

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