Balanced MySuper: Super Investment Options

EISS Super
Balanced (MySuper)

This option aims to achieve a return of CPI + 3% pa over 7 years (after fees and taxes).

The strategic asset allocation for this option is 75% growth assets (eg Australian and international shares) and 25% defensive assets (eg fixed income and cash).

Minimum investment timeframe 7 years.

Please note prior to 18 November 2019 the EISS Super default MySuper investment option was the Conservative Balanced option. For investment information on the Conservative Balanced option, please click here.

Performance

*Please note prior to 18 November 2019 the EISS Super default MySuper investment option was the Conservative Balanced option

Performance History

1 mth (%) 3 mth (%) FYTD ** 1 yr % (pa) 3 yr % (pa) 5 yr % (pa) 7 yr % (pa) 10 yr % (pa)
*Please note prior to 18 November 2019 the EISS Super default MySuper investment option was the Conservative Balanced option
**FYTD means Financial Year to Date starting 1 July.

*Please note prior to 18 November 2019 the EISS Super default MySuper investment option was the Conservative Balanced option. You should also note that our MySuper product did not meet the annual performance assessment benchmark for the 7 year period ending 30 June 2021 Click here for more information.
**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:

*Please note prior to 18 November 2019 the EISS Super default MySuper investment option was the Conservative Balanced option

Unit Prices

Investment option Date $
*Please note prior to 18 November 2019 the EISS Super default MySuper investment option was the Conservative Balanced option

Top 10 equity holdings as at 31 May 2022

Australian Equity Holdings International Equity Holdings
1. BHP Group Ltd 1. Microsoft Corporation
2. Commonwealth Bank of Australia      2. Apple Inc
3. CSL Ltd 3. Amazon.com Inc
4. National Australia Bank Ltd  4. Visa Inc
5. Macquarie Group Ltd 5. Tesla Inc
6. Woodside Petroleum Ltd 6. Thermo Fisher Scientific Inc
7. Westpac Banking Corporation 7. Medtronic Plc
8. Woolworths Group Ltd 8. Meta Platforms Inc
9. ANZ Banking Group  9. LVMH Moet Hennessy Louis Vuitton
10. ResMed Inc 10. Accenture Plc