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 July 2011)

 

Conservative Pool
(formerly Cash Plus)

Core Pool

Shares Plus

Eco Pool

Cash

25-30-50% 

0-3-30%

0-2-25%

5-10-25% 

Australian Bonds

5-11.25-20%

2-5-10%

 

 

International Bonds

5-11.25-20%

2-5-10%

 

 

Unlisted Debt

0-6.5-9%

0-2-4%

 

 

Opportunistic Growth

 

0-3-6%

0-2.5-10%

 

Australian Direct Property

0-3.6-8%

5-8-15%

0-5.1-12%

0-10-15%

International Direct Property

0-1.4-4%

0-3-5%

0-1.9-5%

0-0-5%

Australian Infrastructure

0-3.7-5%

0-6-10%

0-3.6-10%

 

International Infrastructure

0-4.3-8%

0-6-15%

0-4.4-15%

 

International Shares

5-12-23%

15-23-35%

15-33-35%

25-35-40%

Australian Shares

5-15-25%

20-31-36%

25-40-41%

30-45-50%

Australian Private Equity

 

0-1-5%

0-1-2%

 

International Private Equity

 

0-3-5%

0-3-5%

 

Other Assets

0-1-2%

0-1-10%

0-1-2%

 

Strategic asset allocation and ranges: Your Choice Asset Classes (as at 1 July 2011)

 

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%

 

Australian Infrastructure

35-40-45%

 

 

 

 

 

 

International Infrastructure

45-50-55%

 

 

 

 

 

 

Australian Private Equity

 

17.5-22.5-27.5%

 

 

 

 

 

International Private Equity

 

62.5-67.5-72.5%

 

 

 

 

 

Australian Property

 

 

62.5-67.5-72.5%

 

 

 

 

International Property

 

 

17.5-22.5-27.5%

 

 

 

 

Australian Shares

 

 

 

75-100%

 

 

 

International Shares

 

 

 

 

75-100%

 

 

Australian Bonds

 

 

 

 

 

 

50%

International Bonds

 

 

 

 

 

 

50%

HESTA Investment Managers (as at 1 January 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

Industry Funds Management Pty Ltd

JP Morgan Chase Bank, N.A.

ME Bank

National Australia Bank Limited

Perpetual Investment Management Limited

State Street Global Advisors, Australia, Limited

Global Bonds

BlackRock Asset Management (Australia) Limited

Highland Good Steward Management, LLC

Industry Funds Management Pty Ltd

ME Portfolio Management Limited

Pacific Investment Management Company

Unlisted Debt

Industry Funds Management Pty Ltd

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

Valad Funds Management Limited

International Shares

Altrinsic Global Advisors, LLC

Baillie Gifford Overseas Limited

BlackRock Asset Management (Australia) Limited

First State Investments (Hong Kong) Limited

Generation Investment Management LLP

Hexavest Inc

Lazard Asset Management Pacific Co

Marathon Asset Management (Australia) Limited

Mondrian Investment Partners Limited

Orbis Investment Management Limited

Taube Hodson Stonex Partners LLP

Turner Investment Partners Pty Ltd

Walter Scott & Partners Limited

Australian Shares

Aviva Investors Australia Limited

BlackRock Asset Management (Australia) Limited

BT Investment Management No 2 Limited

Citigroup Global Markets Australia Pty Limited

Cooper Investors Pty Limited

Eley Griffiths Group Pty Ltd

Ellerston Capital Limited

Goldman Sachs Asset Management & Partners 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

PM Capital Limited

Renaissance Smaller Companies Pty Ltd

Solaris Investment Management Limited

Infrastructure

Hastings Funds Management Limited

Industry Funds Management Pty Ltd

Stafford Timberland Limited

Private Equity

Adveq Management AG

Coller International Partners V-A, L.P.

Generation Investment Management LLP

Industry Funds Management Pty Ltd

Lexington Capital Partners VI-B, L.P.

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 Partners