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Conservative: Super Investment Options

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 2021

Australian Equity Holdings International Equity Holdings
1. Commonwealth Bank of Australia      1. Amazon.com Inc
2. CSL Limited  2. Tesla Inc
3. BHP Group Limited 3. Microsoft Corporation
4. National Australia Bank Ltd  4. Facebook Inc
5. Macquarie Group Ltd 5. Apple Inc
6. Australia and New Zealand Banking Group Ltd (ANZ) 6. Visa Inc
7. ResMed Inc 7. Square Inc
8. Afterpay Ltd 8. PayPal Holdings Inc
9. Wesfarmers Ltd 9. LVMH Moet Hennessy Louis Vuitton
10. Westpac Banking Corp 10. Comcast Corp