HESTA Income Stream performance

View the latest returns for our various Income Stream investment options.

 

Diversified options

 

Investment option Financial year to date 14/06/2017-20/06/2017 Unit price
Balanced *  11.26% -0.21% 1.6000
Defensive * 5.32% 0.04% 1.6979
Conservative * 7.26% -0.06% 1.7484
Eco ^ 16.02% 0.13% 3.1807
Active * 15.89% -0.34% 1.5952

* Commenced 12 December 2007 | ^ Commenced 1 July 2012 

 

Sector-specific options

 

Investment option Financial year to date 14/06/2017-20/06/2017 Unit price
Cash †   2.05% 0.06% 1.4066
Term Deposits ^ 2.45% 0.05% 1.7174
Property * 9.57% 0.01% 1.0227
Australian Shares † 13.24% -0.28% 1.8605
International Shares † 20.7% -0.39% 1.9060

* Commenced 12 December 2007 | † Commenced 1 July 2008 | ^ Commenced 1 July 2012 

 

Diversified options

 

Investment option Since inception p.a. 5 year p.a. 3 year p.a. 1 year return
Balanced * 3.84% 9.02% 9.49% 4.33%
Defensive * 5.18% 6.11% 5.83% 5.05%
Conservative * 5.31% 7.48% 7.35% 4.86%
Eco ^ 15.09% N/A 12.31% 7.11%
Active * 3.06% 10.12% 10.62% 0.91%

* Commenced 12 December 2007 | ^ Commenced 1 July 2012

 

Sector-specific options

 

Investment option Since inception p.a. 5 year p.a. 3 year p.a. 1 year return
Cash † 3.87% 3.33% 2.75% 2.38%
Term Deposits ^ 3.58% N/A 3.21% 2.76%
Property * -0.02% 9.19% 10.41% 12.40%
Australian Shares † 5.90% 8.39% 9.58% 2.58%
International Shares † 5.33% 11.57% 10.90% -4.33%

* Commenced 12 December 2007 | † Commenced 1 July 2008 | ^ Commenced 1 July 2012

 

 

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.

 

Weekly performance 

The change in unit prices reflects changes in the value of the assets held by each investment option and is used to determine the weekly percentage investment return for each option. In times of poor investment performance, unit prices may fall and rates may therefore be negative.

Where a financial year end (i.e. 30 June) does not occur on a Tuesday (when we normally value assets), investment performance for part weeks will be displayed for both the last week of the financial year and the first week of the new financial year. 

HESTA applies returns on a weekly basis, and the rounding of formulae means that the investment performance figures over a longer period of time may not equal the sum of the weekly investment performance figures over the same period.

 

Historical performance results

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

We generally value our investment options as at the close of business every Tuesday and release corresponding unit prices on Friday. Your account balance will reflect the most recent unit price available.

 

Initial change to unit pricing

HESTA Income Stream changed from reporting crediting rates to unit prices effective the week 30 November - 6 December 2016.

Investment performance figures prior to the week 30 November – 6 December
2016 are the reported weekly crediting rates. There are no reported unit prices available for these prior periods.