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About

Morningstar Fund Report

Hesta Super Balanced Growth

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Fund Report | Report generated 26 Jun 2022 |

Performance

31 May 2022

Growth of $10,000

Fund
Fund: Hesta Super Balanced Growth
Index
Index: Morningstar AUS Growth Tgt Alloc NR AUD
Category
Category: Multisector Growth

Financial Year Total Returns

Jun-19 Jun-20 Jun-21 May-22
Fund 7.26 0.00 19.03 1.35
+/- Cat 0.66 1.17 1.74 2.36
+/- Index -2.56 1.05 -1.36 4.05

Trailing Total Returns

as at 31 May 2022
Total Return +/- Cat +/- Index Cat Rank
1 Month -0.85 0.31 0.77 --
3 Month -0.62 0.71 1.58 --
1 Year 3.78 3.11 4.27 --
3 Year 7.34 1.80 1.17 --
5 Year 7.46 1.88 0.64 --

Risk Analysis

as at 31 May 2022
3-Year Risk Measures Fund Category Index
Standard Deviation 8.24 8.68 10.68
Sharpe Ratio 0.86 0.59 0.58
R-Squared 96.3 94.52 --
Beta 0.76 0.79 --
Alpha 2.38 0.11 --

Fund Details

Fund Inception 03 Aug 1987
Responsible Entity H.E.S.T. Australia Limited
Fund Manager H.E.S.T. Australia Limited
Base Currency $A
Net Assets $Mil
(as at 29 Apr 2022)
50,857.78
Minimum Investment $ 50,000
Regular Savings Plan
(Yes/No)
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Cash Distributions --

Current Investment Style

 

Style Box is unavailable.

Asset Allocation

% as at 30 Apr 2021

Domestic Equity 25.000
International Equity 24.000
Listed Property 0.000
Unlisted Property 9.500
Domestic Fixed Interest 0.000
International Fixed Interest 10.000
Cash 5.000
Other 26.500

Morningstar Sustainability Rating  Learn more

Quick Stats

as at --

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

Overall 0
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 -- / --