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