HESTA Conservative Pen

44897

HESTA Conservative Pen 44897 Strategy

Invests in a range of mainly debt and cash, with some exposure to shares, alternatives, property and infrastructure. With less exposure to growth assets and more exposure to defensive assets, this option may experience low volatility.
The investment objective & strategy is a summary of the investment's principal strategy as written in the prospectus. This information is pulled from the most recent product disclosure document.

Funds News & Analysis

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Are LICs licked?

Pressure mounts as discounts widen amid an industry reshaping.
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Listed Investment Companies monthly performance: July 2025

The Morningstar LIC monthly report provides a snapshot of ASX-listed LICs, and whether they are trading at a premium or a discount to their net tangible assets (NTA).
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KiwiSaver Survey | June Quarter 2025

KiwiSaver rises to almost NZD 130 billion.

Morningstar Investment Ideas

Markets

Index
Last price
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All Ordinaries9,061.2020.50-0.23%
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DAX 4023,639.4135.12-0.15%
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HKSE26,545.100.250.00%
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S&P/ASX 2008,773.5018.70-0.21%
SSE Composite Index3,820.0911.57-0.30%

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