Conservative Balanced: Super Investment Options

EISS Super
Conservative Balanced

This option aims to achieve a return of CPI + 2.5% pa over 5 years (after fees and taxes). 

The strategic asset allocation for this option is 59% growth assets (eg Australian and international shares) and 41% defensive assets (eg fixed income and cash). 

Minimum investment timeframe 5 years. Please note prior to 18 November 2019 the EISS Super default MySuper investment option was the Conservative Balanced option.

Please note from 18 November 2019 the new MySuper default is the Balanced investment option. For investment information on the Balanced (MySuper) option, please click here.

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 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