1. Members
  3. Investments
  5. Our portfolio holdings

our portfolio holdings

As a HESTA member, your super could be invested in a range of assets — from airports and commercial property to technology companies and government bonds. These are known as holdings. Your holdings will depend on your chosen investment option.


see what we invest in

 

See the holdings in each of our investment options below.

Our holdings in each investment option are categorised by assets and derivatives. We use derivatives as part of our investment strategy to help efficiently manage the portfolio.

Holdings calculated as at 31 December 2023.
Our portfolio holdings information is updated twice per year. 

 

 

Ready-Made options

 

This is our default investment option where a majority of our members have their super invested. Invests in a wide range of mainly shares, private equity, property and infrastructure, with some private equity, alternatives, debt and cash investments. With a higher exposure to growth assets, this option may experience high volatility.

 

Invests in a range of mainly debt and cash, with some exposure to shares, alternatives, property and infrastructure. With less exposure to growth assets, this option may experience low volatility.

 

Invests in a mix of low-cost asset class strategies that aim to closely match index returns. With a high exposure to growth assets, this option may experience high volatility.

 

Invests in shares, debt and private equity of companies with environmental, social and governance standards, along with some exposure to environmental property investments and cash. With a higher exposure to growth assets, this option may experience high volatility.

 

Invests in a wide range of primarily Australian, international shares and private equity, along with some exposure to alternatives, property, infrastructure, debt and cash. With the highest allocation to growth assets across our Ready-Made options, this option may experience very high volatility. 

 

 

Your Choice options

 

Invests in a range of at-call bank deposits and short-dated term deposits, and may have a small allocation to other cash investments. It is expected to deliver a return above the official RBA cash rate over the long term.

 

Invests in Australian and international government bonds and other debt. This option is expected to earn a higher return than cash and may experience low volatility.

 

Invests in Australian and global property and infrastructure, along with some cash. This option is expected to earn a higher return than cash and global debt and may experience moderate volatility. 

 

Invests in a range of companies listed on stock exchanges around the world. With a full allocation to shares, this option may experience very high volatility. 

 

Invests in a range of companies listed on the Australian stock exchange, as well as a few that aren't. With a full allocation to shares, this option may experience very high volatility.

 

 

Ready-Made options

 

Invests in a wide range of mainly shares, private equity, property and infrastructure, with some private equity, alternatives, debt and cash investments. With a higher exposure to growth assets, this option may experience high volatility.

 

Invests in a range of mainly debt and cash, with some exposure to shares, alternatives, property and infrastructure. With less exposure to growth assets, this option may experience low volatility.

 

Invests in a mix of low-cost asset class strategies that aims to closely match index returns. With a high exposure to growth assets, this option may experience high volatility.

 

Invests in shares, debt and private equity of companies with environmental, social and governance standards, along with some exposure to environmental property investments and cash. With a higher exposure to growth assets, this option may experience high volatility.

 

Invests in a wide range of primarily Australian, international shares and private equity, along with some exposure to alternatives, property, infrastructure, debt and cash. With the highest allocation to growth assets across our Ready-Made options, this option may experience very high volatility.

 

 

Your Choice options

 

Invests in a range of at-call bank deposits and short-dated term deposits, and may have a small allocation to other cash investments. It is expected to deliver a return above the official RBA cash rate over the long term. 

 

Invests in Australian and international government bonds and other debt. This option is expected to earn a higher return than cash and may experience low volatility.

 

Invests in Australian and global property and infrastructure, along with some cash. This option is expected to earn a higher return than cash and global debt and may experience moderate volatility.

 

Invests in a range of companies listed on stock exchanges around the world. With a full allocation to shares, this option may experience very high volatility.

 

Invests in a range of companies listed on the Australian stock exchange, as well as a few that aren't. With a full allocation to shares, this option may experience very high volatility.

 

 

Note: This disclosure is made semi-annually for each investment option pursuant to section 1017BB of the Corporations Act 2001 (Cth) and the related regulations (being the portfolio holdings disclosure regime). It is intended to provide transparency regarding the investments made under each option. The form and contents of the disclosure is prescribed by law.

 

 

 

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