Investment centre

Financial year to date performance

The returns shown below are for the period from 1 July 2009 to 31 January 2010 (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 performanceaccess our returns to 30 June 2009, 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.

Investment Option

Approximate return for period
1 July  2009 to 31 January 2010

Ready-Made Investment Choice 
Core Pool 8.2%
Shares Plus  11.4%
Cash Plus 6.4%
Eco Pool 13.5%
Overseas Share Pool 10.3%
Australian Share Pool 19.4%
Your Choice Asset Classes
Cash  2.2%
Fixed Interest 5.3%
Property -3.5%
International Shares 9.4%
Australian Shares 18.7%
Infrastructure 2.6%
Private Equity 7.0%
Absolute Return Strategies 9.1%

 

Interim interest rates (non-guaranteed) will be used to calculate any benefit transactions subsequent to the period shown above.