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About

Morningstar Fund Report

HESTA Super Shares Plus

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Fund Report | Report generated 26 Oct 2021 |

Performance

31 Aug 2021

Growth of $10,000

Fund
Fund: HESTA Super Shares Plus
Index
Index: Morningstar Aus Msec Aggressive TR AUD
Category
Category: Multisector Aggressive

Financial Year Total Returns

Jun-19 Jun-20 Jun-21 Sep-21
Fund 8.19 -0.06 24.94 3.08
+/- Cat 1.13 0.11 1.64 1.43
+/- Index -3.01 0.80 0.25 0.42

Trailing Total Returns

as at 31 Aug 2021
Total Return +/- Cat +/- Index Cat Rank
1 Month 3.25 1.18 0.63 --
3 Month 7.23 1.49 -1.38 --
1 Year 25.90 2.56 -0.70 --
3 Year 11.06 1.18 -0.46 --
5 Year 11.55 1.38 -0.40 --

Risk Analysis

as at 31 Aug 2021
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 30 Sep 2021)
1,854.55
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 30 Apr 2021

Domestic Equity 39.000
International Equity 30.500
Listed Property 0.000
Unlisted Property 3.500
Domestic Fixed Interest 0.000
International Fixed Interest 2.000
Cash 2.000
Other 23.000

Morningstar Sustainability Rating  Learn more

Quick Stats

as at --

APIR Code --
Legal Type Superannuation Fund
Status Open
Category Multisector Aggressive
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 -- / --