At HESTA, everything we do is to benefit our members.
With more than 900,000 members and $68 billion in funds under management, we've learned a thing or two about looking after super. We're the specialist industry super fund that invests in and for people who make our world better.
We keep member fees down, and our costs low, keeping more of our members' money for their future. We help them take control of their future through education and advice using online tools, nationwide information sessions or personalised consultations.
Over 30 years of experience in super, combined with our focus on our members' needs and strong long-term performance, have earned us the highest rating from agencies including Rainmaker Information's AAA Quality Rating.
| Investment Performance |
Growth Asset Weighting |
1 year |
3 years (pa)* |
5 years (pa)* |
| Conservative |
Defensive 64% |
Growth 36% |
9.36% |
6.41% |
6.73% |
| Balanced Growth |
Defensive 30% |
Growth 70% |
19.79% |
9.68% |
10.25% |
| High Growth |
Defensive 11% |
Growth 89% |
27.13% |
11.46% |
12.73% |
| Sustainable Growth |
Defensive 27% |
Growth 73% |
25.67% |
13.20% |
12.99% |
| Your Choice |
Visit hesta.com.au for details including up-to-date performance |
*Average annual return for the periods.
Investment Objective, Performance and Strategic Asset Allocation as at 30 June 2021. The returns shown are net of investment fees, indirect costs and taxes as at 30 June 2021.
Product by issued by H.E.S.T. Australia Ltd ABN 66 006 818 695 AFSL 235249, the Trustee of HESTA ABN 64 971 749 321.
This information is of a general nature. It does not take into account your objectives, financial situation or specific needs so you should look at your own financial position and requirements before making a decision. You may wish to consult an adviser when doing this. The target market determination for HESTA products can be found at hesta. com.au/tmd Before making a decision about HESTA products you should read the relevant Product Disclosure Statement (call 1800 813 327 or visit hesta.com.au for a copy), and consider any relevant risk (visit the HESTA website for more information).
| Fees |
| Contribution fee |
$0 |
| Administration fee^ |
$1.75 per week, plus 0.28% p.a. (balances up to $250,000) or 0.23% p.a. (balances of $250,000 and over) |
| Investment fee^ |
0.44% p.a. - Balanced Growth; 0.02% - 1.17% for all other options |
| Buy-sell spread |
$0 |
| Switching fee |
$0 |
| Advice fee |
Nil |
| Other |
See Fees and costs at hesta.com.au/pds for more information |
| Indirect cost ratio^ |
0.02% p.a. - Balanced Growth; 0.00% - 0.10% for all other options |
| Fee discounts |
Nil |
^If your account balance for a product offered by HESTA is less than $6,000 at the end of the HESTA income year, the total combined amount of administration fees, investment fees and indirect costs charged to you is capped at 3% of the account balance. Any amount charged in excess of that cap must be refunded.
