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About

Morningstar Fund Report

HESTA Super Core Pool

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Fund Report | Report generated 08 Mar 2021 |

Performance

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Growth of $10,000

Fund
Fund: HESTA Super Core Pool
Index
Index: Morningstar Aus Msec Growth TR AUD
Category
Category: Multisector Growth

Financial Year Total Returns

-- -- -- --
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 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 31 Dec 2020)
43,920.61
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 Jan 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  

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 0.68%
Max Admin Fee pa 0.08%
Performance Fee pa
(--)
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Max Brokerage --