HESTA Retirement Income Stream performance
Investment choices
{count} of {total} selected† Previously named Balanced. Commenced 12 December 2007 | * Commenced 12 December 2007 | ^ Commenced 1 October 2020 | § Previously named Eco. Commenced 1 July 2012 | ‡ Previously named Active. Commenced 12 December 2007 | + Previously named Cash; Changed to include Term Deposits on 1 Oct 2020. Performance history before 1 October 2020 based on Cash. Commenced 1 July 2008 | Ø Previously named Property; Changed to include Infrastructure on 1 Oct 2020. Performance history before 1 October 2020 based on Property. Commenced 12 December 2007 | ± Commenced 1 October 2020 | # Commenced 1 July 2008
Average annual return to June 30 of selected financial year ranges 1, 3, 5 or 10. Returns are net of investment fees and costs, transaction costs and taxes. Rounding has been applied to the graph to the nearest dollar. Past performance is not a reliable indicator of future performance.
For dates up to 18 April 2025 (except 17 April 2025), returns and unit prices reflect valuations of assets from two business days prior. For example, selecting 15 March 2025 shows data from 13 March 2025. For 17 April 2025 and dates after 18 April 2025, returns and unit prices reflect valuations of assets on the selected date. Returns are shown daily from 23 October 2021.
Financial year-to-date performance
Subject to investment market movements, returns for the full financial year may be higher or lower than the returns for the financial year-to-date period.
Historical investment performance
In the long term, one of the most significant factors affecting your retirement benefit will be the investment performance after costs, fees and taxes are deducted. When you're looking at a super fund you should check what sort of performance the fund has achieved and whether you have a choice of investment options.
You should also examine the investment objectives of the fund or investment option you will be investing in, both to assess the level of risk involved and to establish whether they have been meeting their goals. However, remember that past performance is not a reliable indicator of future performance.
Unit prices
Returns and unit prices are presented daily from 23 October 2021.
For any date selected on or before 18 April 2025, with the exception of the 17 April 2025:
- Returns and unit prices shown are based on the closing market prices from two business days prior. For example, selecting a date of 15 March 2025 will display the actual performance and pricing on 13 March 2025.
Selecting a date of the 17 of April 2025 or any date after 18 April 2025:
- Returns and unit prices shown are based on the closing market prices from the selected date.
- Weekends and weekdays that fall on a National public holiday and the King’s birthday (VIC/NSW) when the Australian Stock Exchange (ASX) is closed are non-business days.
Find out more about unit pricing in HESTA Income Stream PDS (pdf).
Initial change to unit pricing
HESTA changed from crediting rates to unit pricing in December 2016.
Investment performance figures for the week 30 November – 6 December 2016 is a combination of a crediting rate and unit prices that applied over that period.
Prior to the week 30 November – 6 December 2016, investment performance figures are the historical crediting rates. There are no unit prices for these prior periods.
Things you need to know
- On 18 April 2025, the HESTA for Mercy RIS product was closed and all HESTA for Mercy members were brought together under HESTA.
- To see HESTA for Mercy RIS performance before 18 April 2025, download the historical data below.
Looking for TTR investment performance?
If you have a Transition to Retirement (TTR) Income Stream account, you can view the latest Super/TTR investment performance here.
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