Please note: the investment options outlined below are available only to HESTA Super Income Stream members. HESTA Super Fund members have a different range of investment options to choose from.
Super Income Stream members can choose from ten investment options*. These reflect portfolios managed through the Super Members Pooled Super Trust, in which all HESTA Super Income Stream funds are currently invested.
If you have any questions about the changes to your HESTA Super Income Stream, call our Customer Service Team on 1300 734 479 between 8.30am and 5.30pm Melbourne time.
| Option |
Indicative risk profile |
Aim |
| Defensive Option |
Low |
To achieve returns that exceed the bank deposit rate over a one-year period |
| Conservative Option |
Moderate |
To achieve CPI+1% - CPI+3% per year |
| Balanced Option |
Moderate to high |
To achieve CPI+3% - CPI+5% per year |
| Active Option |
High |
To achieve CPI+3.5% per year |
Fixed Interest Option
(Sector-specialist) |
Low |
To achieve CPI+1% - CPI +3% per year |
Cash Option
(Sector-specialist) |
Low |
To achieve CPI+1% per year |
Property Option
(Sector-specialist) |
Moderate |
To achieve CPI+2% - CPI +4% per year |
Australian Shares Option
(Sector-specialist) |
High |
To achieve CPI+ 3.5% per year |
International Shares Option
(Sector-specialist) |
High |
To achieve CPI+ 3.5% per year |
| Sustainable Australian Shares Option |
High |
To achieve CPI+ 3.5% per year |
*Note: the name , indicative risk profile and aim of each option indicates intent only and doesn’t offer a guarantee of investment performance. We recommend you obtain professional financial advice before making any decision about your investments.
Your choice will depend on your personal circumstances, including your attitude towards risk and length of time you plan to invest.
If you don’t choose an option, your account will automatically be invested in the Balanced Option, our default investment option. You can change your chosen option at any time.
Read our HESTA Super Income Stream Product Disclosure Statement (PDS) for full details.