Where's your super invested?

Each HESTA investment option invests in a mix of different assets known as a 'strategic asset allocation'. We can alter the mix within certain ranges to adjust to market conditions.

Bold figures represent the actual asset allocations within each range.

For more information on HESTA investments, download Investment Choices, and compare investment options online.

Strategic asset allocation and ranges: Ready-Made Investment Pools (as at 1 December 2012)

 

Conservative Pool
(formerly Cash Plus)

Core Pool

Shares Plus

Eco Pool

Cash

25-30-50% 

0-3-30%

0-2-25%

5-10-20% 

Global credit

10-31-45%

4-15-25%

 0-3-5%

2-14-20% 

Property

0-5-10%

3-10-20%

 2-6-12%

0-8-15% 

Infrastructure

0-8-15%

4-13-25%

 2-9-20%

 

Opportunistic Growth

 

0-3-6%

0-5-10%

 

AustralianShares

5-14-19%

20-30-35%

24-39-44%

29-39-44%

International  Shares

5-11-16%

11-21-26%

21-31-36%

19-29-34%

Private Equity

 

0-4-8%

0-4-8%

 

Other Assets

0-1-2%

0-1-10%

0-1-2%

 

Strategic asset allocation and ranges: Your Choice Asset Classes (as at 1 December 2012)

 

Your
Choice Infrastructure

Your Choice Private Equity

Your Choice Property

Your Choice 
Australian Shares

Your
Choice International Shares

Your Choice Cash

Your Choice Global Bonds (formerly Fixed Interest)

Cash

5-10-15%

5-10-15%

5-10-15%

0-25%

0-25%

100%

 

Infrastructure

85-90-95%

 

 

 

 

 

 

Private equity

 

85-90-95%

 

 

 

 

 

Direct property

 

 

85-90-

95%

 

 

 

 

Australian Shares

 

 

 

75-100%

 

 

 

International Shares

 

 

 

 

75-100%

 

 

Global credit

 

 

 

 

 

 

100%

HESTA Investment Managers (as at 1 December 2012)

These are the professional investment managers that we use to invest HESTA's funds.

We have the discretion to change managers at any time in accordance with its investment strategies.

Asset Class

Investment Manager

 

Cash

 

 

 

 

 

 

AMP Bank

ANZ Bank

Bendigo Bank

Commonwealth Bank of Australia

Industry Funds Management Pty Ltd

JP Morgan Chase Bank, N.A.

ME Bank

National Australia Bank Limited

Rabobank

State Street Global Advisors, Australia, Limited

Westpac

Global credit

Babson Capital Management, LLC

BlackRock Asset Management (Australia) Limited

Highland Good Steward Management, LLC

Industry Funds Management Pty Ltd

ME Portfolio Management Limited

Pacific Investment Management Company

Shenkman Capital Management, Inc.

Westbourne Credit Management Limited

Property

AEW Value Investors, L.P.

BT Funds Management No 2 Limited

Challenger Manager Services Limited 

Charter Hall Limited

DNZ Property Fund Limited

EG Funds Management

Eureka Funds Management Limited

Fortius Funds Management Pty Limited

Franklin Templeton Investments Australia Limited

Industry Superannuation Property Trust Pty Ltd

IGIPT Pty Ltd

Morgan Stanley & Co

Queensland Investment Corporation

Scarborough Pacific Group

International shares

Altrinsic Global Advisors, LLC

Baillie Gifford Overseas Limited

BlackRock Asset Management (Australia) Limited

Citigroup Global Markets Australia Pty Limited

First State Investments (Hong Kong) Limited

Generation Investment Management LLP

Hexavest Inc.

Lazard Asset Management Pacific Co

Martin Currie Investment Management Limited

Mondrian Investment Partners Limited

Sanders Capital LLC

Somerset Capital Management

Taube Hodson Stonex Partners LLP

Tradewinds Global Inversots, LLC

Turner Investment Partners Pty Ltd

Walter Scott & Partners Limited

Australian shares

Airlie Funds Management

Antares Capital Partners Limited

BlackRock Asset Management (Australia) Limited

BT Investment Management No 2 Limited

Citigroup Global Markets Australia Pty Limited

Cooper Investors Pty Limited

Ellerston Capital Limited

Goldman Sachs Asset Management Australia Pty Ltd

Greencape Capital Pty Ltd

Industry Funds Management Pty Ltd

Maple-Brown Abbott Limited

Northcape Capital Pty Ltd

Orbis Investment Management (Australia) Pty Limited

Paradice Investment Management Pty Ltd

Perpetual Investment Management Limited

Plato Investment Management

PM Capital Limited

Renaissance Smaller Companies Pty Ltd

Schroders Investment Management Australia Limited

Solaris Investment Management Limited

Warakirri Asset Management Pty Ltd

Infrastructure

Hastings Funds Management Limited

Industry Funds Management Pty Ltd

Stafford Timberland Limited

Private equity

Adveq Management AG

Coller Capital Limited

Generation Investment Management LLP

Industry Funds Management Pty Ltd

Lexington Advisors Inc.

Macquarie Investment Management LLP

Newbury Partners, LLC

Oaktree Capital Management, L.P.

Performance Equity Management, LLC

Quay Partners Pty Ltd

Siguler Guff & Company, LLC

Vencap Limited

Opportunistic growth

 

BlackRock Alternative Advisors

Bridgewater Associates, Inc

Cowen Healthcare Royalty Management, LLC

Industry Funds Management Pty Ltd

Oaktree Capital Management, L.P.

Currency management

Lee Overlay Partners Limited

ME Portfolio Management Limited

Mesirow Financial Investment Management, Inc

Pareto Investment Management Limited