our investment performance 2021-22

life

The end of financial year 2022 returns are in, and against the backdrop of a challenging year for financial markets, HESTA members can be confident they’re with a strong long-term performer.

 

creating investment excellence

 

Superannuation is a long-term strategy, and the long-term returns are strong for HESTA members.

While we aim to achieve strong investment performance over the long term, market ups and downs may impact short-term performance. But this year has delivered challenging conditions for global financial markets.

It’s in this context that HESTA’s Balanced Growth option delivered a return of -1.79% for the past financial year.

This is just the third time in 35 years that HESTA Balanced Growth super option has delivered a negative return. And it’s only the first since the Global Financial Crisis in 2009.

In comparison to other major funds, HESTA Balanced Growth (super) remains a strong performer. SuperRatings, an independent ratings agency, has released their ranking of the top balanced super options for the 2022 financial year. HESTA Balanced Growth placed in the top ten over both one and ten-year time periods.^

Our Income Stream Balanced Growth option returned -4.09%.

We know this is not what you’re used to seeing. However, we do plan and prepare for some negative annual returns as a natural part of investing.

 

Returns for the HESTA Balanced Growth option as of 30 June 2022

 

 

 

 

Annualised returns for the period. Investments may go up or down. Past performance is not a reliable indicator of future performance. Returns are net of investment fees and costs, transaction costs and taxes. 

^ Visit SuperRatings for important information about this rating. Product ratings are only one factor to be considered when making a decision.


 

super with impact

 

We’ve taken a fresh look at how to best support our members in a changing world. You’ve told us you want: strong long-term performance from sustainable, responsible investments, a more equal society, and a healthy community.

HESTA members are with a top performing fund that’s driving real world impact: not just on your financial future, but on our shared tomorrow.

Currently, we’re investing in assets that really embody this approach. Through one of our investment partners, Blackbird Ventures, HESTA is investing in Inventia Life Sciences. Inventia is creating powerful tools for advanced medical discovery, which includes machines to bioprint human cells in 3D, helping create human tissue for research and therapy, while aiming to generate returns for our members.
 

Find out more about how we're making an impact >

 

 

super performance

Take a look at the latest performance for all the HESTA super investment options.

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