The returns shown below are for the period from 1 July 2011 to 31 December 2011 (they are not rates per annum). Subject to investment market movements, returns for the full financial year may be higher or lower than the returns for this period.
View HESTA's monthly investment performance, access our returns to 30 June 2011, or compare investment options.
HESTA applies interest on a daily compounding basis, and the rounding of formulae means that the figures for the period below may not equal the sum of the monthly investment performance figures for the same period.
| Core Pool |
-2.7% |
| Shares Plus |
-4.9% |
| Conservative Pool (formerly Cash Plus) |
0.6% |
| Eco Pool |
-5.4% |
| Cash |
2.3% |
| Global Bonds (formerly Fixed Interest) |
5.9% |
| Property |
4.1% |
| International Shares |
-8.3% |
| Australian Shares |
-7.7% |
| Infrastructure |
4.0% |
| Private Equity |
5.9% |
Interim interest rates (non-guaranteed) will be used to calculate any benefit transactions subsequent to the period shown above.