investor centre

We're here to maximise how HESTA investments work for you. Find the latest news, insights and tools to help you reach your financial goals.

 


 


latest investment update

In this investment update, we give you a recap of markets and performance, take a look back on tariff volatility, and showcase how responsible investment can apply to bonds.

 


Read the investment update

Market changes and your super

Keeping your cool when the world's markets move.

More on market changes 

Become a Super Master

We'll take your super knowledge to the next level.

Explore the topics 

Addressing antimicrobial resistance to enhance value

How we're addressing antimicrobial resistance (AMR) to help protect long-term returns.

More on AMR 


news feed

Explore news and insights about all things super, retirement and investments.

 

Housing more Australians

A major new housing precinct has opened in Melbourne’s inner-city suburb of Kensington, with Swift Walk unveiled today by Assemble, Housing Choices Australia and HESTA, and supported by Housing Australia Future Fund Facility (HAFFF) funding provided by Housing Australia.

Read Housing more Australians >


HESTA hits $100bn in funds under management

HESTA announced its members’ retirement savings have surpassed $100 billion for the first time, bringing scale benefits that continue to support the delivery of strong, sustainable returns.

Read HESTA hits $100bn in funds under management >


6 months after US tariffs: Spotlighting the super reaction

Six months after the market shock caused by US tariff announcements, a new HESTA member survey has found 43% of members would be more likely to monitor their super balance during volatile market periods.

Read 6 months after the US tariffs: Spotlighting the super reaction >


Income stream fees and minimum balance lowered

HESTA has announced lower investment fees across most of the fund’s ready-made super investment options in the last financial year and a lower minimum balance for accessing Income Stream products.

Read Income stream fees and minimum balance lowered >

 

 

 

 

 

 

investment performance

The graph below shows our Super and Transition to Retirement (TTR) investment performance based on the net return for each of the different investment options you have to choose from and an initial investment of $1,000.

 

Investment choices

{count} of {total} selected

† Previously named Core Pool. Commenced 1 August 1987 | * Previously named Conservative Pool. Commenced 1 July 1995 | ^ Commenced 1 October 2020 | § Previously named Eco Pool. Commenced 1 February 2000 | ‡ Previously named Shares Plus. Commenced 1 July 1995 | + Previously named Cash; changed to include Term Deposits on 1 Oct 2020. Performance history before 1 October 2020 based on Cash. Commenced 1 July 2001 | Ø Previously named Property; changed to include Infrastructure on 1 Oct 2020. Performance history before 1 October 2020 based on Property. Commenced 1 July 2001 | ± Previously named Global bonds. Commenced 1 July 2001 | # Commenced 1 July 2001

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.


 

 

 

 

 

you might be interested in

 

Moving the needle on climate change

See how our commitment to responsible investment drives actions on climate.

How we're acting on climate change 

Maximise your entitlements

Don’t miss out on key retirement benefits.

How to maximise your entitlements 

Mortgage vs super

Will paying off the mortgage affect your Age Pension?

See mortgage and Age Pension impacts 

 

tools and resources

A few simple things you can do now to get your super in good shape.

 

Cautious? Moderate? Ambitious? Or very ambitious? Answer simple questions to understand which risk profile best reflects you.

Check your risk profile >

We've made it easy to select an investment strategy that's right for you with our Ready-Made or Your Choice investment options.

Compare our investment options >

Compare HESTA with over 200 other super funds using the RateMySuper tool from SuperRatings.


Use RateMySuper >

The tax you pay on super is generally lower than other types of investments. It’s one of the main perks of investing through super.

Know how tax and super works >

See how much money you're projected to have in retirement and your options for growing your super with our Future Planner tool.

Start planning >

As a HESTA member, you have access to dedicated experts to help you with a super health check at no extra cost.

Book a time to chat >


 

you're with a top-performing* fund

 



Strong, long-term
performance

HESTA has a history of delivering solid long-term returns.^ We were one of the first funds to receive SuperRatings' 20-year platinum performance rating.



See super performance >

 



Best net benefit outcomes


The SuperRatings Net Benefit award 2025 recognises HESTA as the Australian super fund with the best net benefit outcomes delivered to members over the short and long term.†


See our awards >

 



Investment excellence with impact

We use our expertise and influence to deliver strong long-term returns for you, while accelerating our contribution to a more sustainable world.



Investment excellence with impact >

 

 

 

 

Expert help when you need it

As a HESTA member, you have access to dedicated super experts, online tools and calculators, and information sessions near you — it's your choice.

* SuperRatings 10 Year Platinum Performance 2015-2025 (MySuper).

^ Investments may go up or down. Past performance is not a reliable indicator of future performance.

† The rating is issued by SuperRatings Pty Ltd ABN 95 100 192 283 (SuperRatings) a Corporate Authorised Representative (CAR No.1309956) of Lonsec Research Pty Ltd ABN 11 151 658 561, AFSL No. 421445. The rating is based on the six key assessment areas, of which performance is only one. Ratings are general advice only and have been prepared without taking account of your objectives, financial situation or needs. Consider your personal circumstances, read the product disclosure statement and seek independent financial advice before investing. The rating is not a recommendation to purchase, sell or hold any product. Past performance information is not indicative of future performance. Ratings are subject to change without notice and SuperRatings assumes no obligation to update. SuperRatings use proprietary criteria to determine awards and ratings and may receive a fee for the use of its ratings and awards. Visit superratings.com.au for ratings information. © 2025 SuperRatings. All rights reserved. 

This information is of a general nature. It does not take into account your objectives, financial situation or specific needs so you should look at your own financial position and requirements before making a decision. You may wish to consult an adviser when doing this.