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About

Morningstar Fund Report

HESTA Super Conservative Pool

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Fund Report | Report generated 21 Apr 2021 |

Performance

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Growth of $10,000

Fund
Fund: HESTA Super Conservative Pool
Index
Index: Morningstar Aus Msec Moderate TR AUD
Category
Category: Multisector Moderate

Financial Year Total Returns

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Fund -- -- -- --
+/- Cat -- -- -- --
+/- Index -- -- -- --

Trailing Total Returns

as at --
Total Return +/- Cat +/- Index Cat Rank
1 Month -- -- -- --
3 Month -- -- -- --
1 Year -- -- -- --
3 Year -- -- -- --
5 Year -- -- -- --

Risk Analysis

as at --
3-Year Risk Measures Fund Category Index
Standard Deviation -- -- --
Sharpe Ratio -- -- --
R-Squared -- -- --
Beta -- -- --
Alpha -- -- --

Fund Details

Fund Inception 03 Jul 1995
Responsible Entity H.E.S.T. Australia Limited
Fund Manager H.E.S.T. Australia Limited
Base Currency $A
Net Assets $Mil
(as at 31 Dec 2020)
2,051.36
Minimum Investment $ 0
Regular Savings Plan
(Yes/No)
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Cash Distributions --

Current Investment Style

 

Style Box is unavailable.

Asset Allocation

% as at 31 Mar 2021

Domestic Equity 11.500
International Equity 10.500
Listed Property 0.000
Unlisted Property 8.500
Domestic Fixed Interest 0.000
International Fixed Interest 30.000
Cash 23.000
Other 16.500

Morningstar Sustainability Rating  Learn more

Quick Stats

as at --

APIR Code --
Legal Type Superannuation Fund
Status Open
Category Multisector Moderate
Entry Price $ --
Exit Price $ --
Exit Price
1 Week Change $
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Morningstar Ratings

Overall 0
3 Year  
5 Year  
10 Year  

Fees & Expenses

One-Time

Entry Fee/Contribution Fee 0.00%
Exit Fee/Withdrawal Fee 0.00%
Buy/Sell Spread --

Annual

ICR pa (--) --
Max Management Fee pa 0.34%
Max Admin Fee pa 0.10%
Performance Fee pa
(--)
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Max Brokerage --