Morningstar Fund Report
HESTA Super Conservative Pool
Performance
31 Jan 2022
Growth of $10,000

Fund: HESTA Super Conservative Pool

Index: Morningstar AUS Mod Tgt Alloc NR AUD

Category: Multisector Moderate
Financial Year Total Returns
-- | -- | -- | -- | |
---|---|---|---|---|
Fund | -- | -- | -- | -- |
+/- Cat | -- | -- | -- | -- |
+/- Index | -- | -- | -- | -- |
Trailing Total Returns
as at 31 Jan 2022Total Return | +/- Cat | +/- Index | Cat Rank | |
---|---|---|---|---|
1 Month | -0.28 | 1.09 | 1.95 | -- |
3 Month | 0.76 | 0.83 | 1.00 | -- |
1 Year | 5.67 | 2.13 | 2.75 | -- |
3 Year | 5.74 | 1.53 | 0.59 | -- |
5 Year | 5.80 | 2.09 | 0.77 | -- |
Risk Analysis
as at 31 Jan 20223-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 30 Jul 2021) |
2,250.82 |
Minimum Investment $ | 50,000 |
Regular Savings Plan (Yes/No) |
-- |
Cash Distributions | -- |
Current Investment Style
Style Box is unavailable.
Asset Allocation
% as at 30 Apr 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 $ |
-- |
Morningstar Ratings
Overall |
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3 Year | |
5 Year | |
10 Year |
Prosective Fees & Costs
as at --
Total Cost Ratio (Prospective) | -- |
Investment Management Fee | -- |
Performance Fee Costs | -- |
Administration Fees & Costs | -- |
Buy Spread/Sell Spread | -- / -- |