HESTA Transition to Retirement performance

View the latest returns for our various Transition to Retirement investment options.

 

 

1 October 2020 changes

From 1 October 2020 Transition to Retirement (TTR) investment options were replaced by the same investment options available to HESTA Super members. The performance shown on this page is for the corresponding HESTA Super investment options.
Please see TTR performance before 1 October 2020.

 

1 July 2017 changes

Changes to superannuation legislation from 1 July 2017, means that investment earnings in a transition to retirement income stream are now subject to up to 15% tax.  

 

 

Investment choices

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† 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

Returns are net of investment fees and costs, transaction costs and taxes. Rounding has been applied to the graph to the nearest dollar

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 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

As of 23 October 2021, returns and unit prices are presented daily.

Returns and unit prices on the effective date selected show valuations of assets 2 business days prior. For example, selecting an effective date of 2 July 2022 will display the actual performance and pricing at close of business on 30 June 2022.

Please note, unit prices calculated Thursday will apply from the immediate Saturday and will continue to apply Sunday and Monday until Friday’s valuation is applied Tuesday.

*Weekends and weekdays that fall on a National public holiday and the Queen’s birthday (VIC/NSW) when the Australian Stock Exchange (ASX) is closed are non-business days.

Find out more about unit pricing

 

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. 

Returns and unit prices on the effective date selected show valuations of assets at least 2 days prior. For example, selecting an effective date of 2 July 2022 will display the actual performance and pricing on 30 June 2022. Returns are presented daily as of 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 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

As of 23 October 2021, returns and unit prices are presented daily.

Returns and unit prices on the effective date selected show valuations of assets 2 business days prior. For example, selecting an effective date of 2 July 2022 will display the actual performance and pricing at close of business on 30 June 2022.

Please note, unit prices calculated Thursday will apply from the immediate Saturday and will continue to apply Sunday and Monday until Friday’s valuation is applied Tuesday.

*Weekends and weekdays that fall on a National public holiday and the Queen’s birthday (VIC/NSW) when the Australian Stock Exchange (ASX) is closed are non-business days.

Find out more about unit pricing

 

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. 

 

 


more on investments

 

 

Market changes and your super

The end of financial year returns to 30 June 2022 are in, and over the long term, our investment performance has remained strong. Over the short term, it has been a challenging year for the world’s investment markets, and your returns this year might not be what you’re used to seeing.

 

Investment update - May 2022

We’re navigating difficult market conditions in 2022. But we start from a strong position. Ongoing success is underpinned by our strong investment research.

Read the investment update >

 

 

Daily unit pricing

Daily unit pricing gives you a more up-to-date view of your investment option’s value and enables you to make more informed decisions about your investment strategy.

 

Investment basics

Learning the lingo and understanding the basics can help you make informed financial decisions (and take more control of your money). To get you started, we’ve simplified some investment terms for you.

 

 

 

Check in on your super

Your online account lets you check your super balance, keep your account up to date and much more, 24/7.