HESTA Transition to Retirement past performance

View returns for our previous Transition to Retirement investment options.

 

From 1 October 2020, HESTA has changed our investment options. As part of the change, Transition to Retirement (TTR) options are no longer available and members were moved into the same investment options available to super members.

You can read more about the changes in the Significant Event Notice.

This page provides the historical unit price and performance for the TTR investment options that closed.

 

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.

Returns to 30 September 2020

This table shows the performance of the Transition to Retirement  (TTR) Income Stream to 30 September 2020. From 1 October 2020, are no longer available and all TTR members were transferred to the same investment options available to super members.

You can see current TTR performance here

 

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.