Morningstar Fund Report
Hesta Super Balanced Growth
Performance
31 May 2022
Growth of $10,000

Fund: Hesta Super Balanced Growth

Index: Morningstar AUS Growth Tgt Alloc NR AUD

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 2022Total 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 20223-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) |
-- |
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 $ |
-- |
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 | -- / -- |