Returns to May 31 2022
| Investment Option | 1 Year | 3 Year | 5 Year |
|---|---|---|---|
| HESTA Pers - Balanced Growth | 3.78% | 7.34% | 7.46% |
| Median | 2% | 6.6% | 6.7% |
| HESTA Pers - Balanced Growth VS Median | 1.78% | 0.74% | 0.76% |
Fees
| Investment Option | Flat Fee | Percentage Based Fee | Fee Based on 50k |
|---|---|---|---|
| HESTA Pers - Balanced Growth | 65 | 0.89% | $510 |
Asset Allocation
| Rank | Asset | % | |
|---|---|---|---|
| 1 | Australian Shares | 24% | |
| 2 | International Shares | 30% | |
| 3 | Fixed Interest | 19% | |
| 4 | Alternative | 16% | |
| 5 | Property | 6% | |
| 6 | Cash | 5% |
Returns to May 31 2022
| Investment Option | 1 Year | 3 Year | 5 Year |
|---|---|---|---|
| HESTA Pers - Diversified Bonds | -6.8% | -0.87% | 1.12% |
| Median | - | - | - |
| HESTA Pers - Diversified Bonds VS Median | -6.8% | -0.87% | 1.12% |
Fees
| Investment Option | Flat Fee | Percentage Based Fee | Fee Based on 50k |
|---|---|---|---|
| HESTA Pers - Diversified Bonds | 65 | 0.36% | $245 |
Asset Allocation
| Rank | Asset | % | |
|---|---|---|---|
| 1 | Fixed Interest | 100% |
Returns to May 31 2022
| Investment Option | 1 Year | 3 Year | 5 Year |
|---|---|---|---|
| HESTA Pers - International Shares | -6.21% | 9.42% | 8.27% |
| Median | 2.2% | 7.8% | 7.8% |
| HESTA Pers - International Shares VS Median | -8.41% | 1.62% | 0.47% |
Fees
| Investment Option | Flat Fee | Percentage Based Fee | Fee Based on 50k |
|---|---|---|---|
| HESTA Pers - International Shares | 65 | 0.5% | $315 |
Asset Allocation
| Rank | Asset | % | |
|---|---|---|---|
| 1 | International Shares | 100% |
Returns to May 31 2022
| Investment Option | 1 Year | 3 Year | 5 Year |
|---|---|---|---|
| HESTA Pers - Property and Infrastructure | 13.44% | 6.1% | 6.53% |
| Median | 1.1% | 4.7% | 5% |
| HESTA Pers - Property and Infrastructure VS Median | 12.34% | 1.4% | 1.53% |
Fees
| Investment Option | Flat Fee | Percentage Based Fee | Fee Based on 50k |
|---|---|---|---|
| HESTA Pers - Property and Infrastructure | 65 | 1.02% | $575 |
Asset Allocation
| Rank | Asset | % | |
|---|---|---|---|
| 1 | Alternative | 45% | |
| 2 | Property | 45% | |
| 3 | Cash | 10% |
Returns to May 31 2022
| Investment Option | 1 Year | 3 Year | 5 Year |
|---|---|---|---|
| HESTA Pers - High Growth | 5.16% | 9.58% | 9.23% |
| Median | 2.2% | 7.8% | 7.8% |
| HESTA Pers - High Growth VS Median | 2.96% | 1.78% | 1.43% |
Fees
| Investment Option | Flat Fee | Percentage Based Fee | Fee Based on 50k |
|---|---|---|---|
| HESTA Pers - High Growth | 65 | 1.22% | $675 |
Asset Allocation
| Rank | Asset | % | |
|---|---|---|---|
| 1 | Australian Shares | 33% | |
| 2 | International Shares | 37.5% | |
| 3 | Fixed Interest | 6% | |
| 4 | Alternative | 17.5% | |
| 5 | Property | 4% | |
| 6 | Cash | 2% |
Returns to May 31 2022
| Investment Option | 1 Year | 3 Year | 5 Year |
|---|---|---|---|
| HESTA Pers - Sustainable Growth | -1.07% | 8.07% | 8.23% |
| Median | 2% | 6.6% | 6.7% |
| HESTA Pers - Sustainable Growth VS Median | -3.07% | 1.47% | 1.53% |
Fees
| Investment Option | Flat Fee | Percentage Based Fee | Fee Based on 50k |
|---|---|---|---|
| HESTA Pers - Sustainable Growth | 65 | 1.28% | $705 |
Asset Allocation
| Rank | Asset | % | |
|---|---|---|---|
| 1 | Australian Shares | 29% | |
| 2 | International Shares | 35% | |
| 3 | Fixed Interest | 17% | |
| 4 | Alternative | 4% | |
| 5 | Property | 10% | |
| 6 | Cash | 5% |
Returns to May 31 2022
| Investment Option | 1 Year | 3 Year | 5 Year |
|---|---|---|---|
| HESTA Pers - Conservative | 1.33% | 4.09% | 4.86% |
| Median | 0.1% | 2.9% | 3.7% |
| HESTA Pers - Conservative VS Median | 1.23% | 1.19% | 1.16% |
Fees
| Investment Option | Flat Fee | Percentage Based Fee | Fee Based on 50k |
|---|---|---|---|
| HESTA Pers - Conservative | 65 | 0.49% | $310 |
Asset Allocation
| Rank | Asset | % | |
|---|---|---|---|
| 1 | Australian Shares | 11% | |
| 2 | International Shares | 11% | |
| 3 | Fixed Interest | 38% | |
| 4 | Alternative | 13.5% | |
| 5 | Property | 8.5% | |
| 6 | Cash | 18% |
Returns to May 31 2022
| Investment Option | 1 Year | 3 Year | 5 Year |
|---|---|---|---|
| HESTA Pers - Australian Shares | 6.12% | 8.71% | 9.15% |
| Median | 2.2% | 7.8% | 7.8% |
| HESTA Pers - Australian Shares VS Median | 3.92% | 0.91% | 1.35% |
Fees
| Investment Option | Flat Fee | Percentage Based Fee | Fee Based on 50k |
|---|---|---|---|
| HESTA Pers - Australian Shares | 65 | 0.39% | $260 |
Asset Allocation
| Rank | Asset | % | |
|---|---|---|---|
| 1 | Australian Shares | 100% |
Insurance Rating
0
/100
OmniLife
HESTA Super has received a 64/100 insurance rating by Omnilife. To compare insurers that can be funded through super please click below.
HESTA Fund Information
ABN: 64 971 749 321
USI: HST0100AU
Address: Locked Bag 5136 Parramatta NSW 2124
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HESTA Super Reviews
About
Founded in 1987, HESTA Super is an Industry super fund and is linked to employees of the health and community service sectors.
HESTA Super has over 880,000 members with $60 Billion in assets under management.
HESTA Super Investment Options
HESTA Super has 5 ‘Ready-Made options’ and 5 ‘Your Choice options’
Ready-Made options:
Balanced Growth, Conservative, Indexed Balanced Growth, Sustainable Growth and High Growth.
Your Choice options:
Cash and Term Deposits, Diversified Bonds, Property and Infrastructure, International Shares and Australian Shares
HESTA Super Performance
HESTA's HESTA Pers - Balanced Growth investment option outperformed the median over 1 year, outperformed over 3 years and outperformed over 5 years. Check out our more in depth analysis of HESTA Performance See HESTA vs Australian Super to see how HESTA compares with one of Australia's biggest super funds.
HESTA Super Fees
HESTA's fees for their HESTA Pers - Balanced Growth investment option above the median compared to other funds’ MySuper/Balanced options listed on Review My Super.
HESTA Super Performance
HESTA's HESTA Pers - Diversified Bonds investment option under performed the median over 1 year, under performed over 3 years and outperformed over 5 years. Check out our more in depth analysis of HESTA Performance See HESTA vs Australian Super to see how HESTA compares with one of Australia's biggest super funds.
HESTA Super Fees
HESTA's fees for their HESTA Pers - Diversified Bonds investment option below the median compared to other funds’ MySuper/Balanced options listed on Review My Super.
HESTA Super Performance
HESTA's HESTA Pers - International Shares investment option under performed the median over 1 year, outperformed over 3 years and outperformed over 5 years. Check out our more in depth analysis of HESTA Performance See HESTA vs Australian Super to see how HESTA compares with one of Australia's biggest super funds.
HESTA Super Fees
HESTA's fees for their HESTA Pers - International Shares investment option below the median compared to other funds’ MySuper/Balanced options listed on Review My Super.
HESTA Super Performance
HESTA's HESTA Pers - Property and Infrastructure investment option outperformed the median over 1 year, outperformed over 3 years and outperformed over 5 years. Check out our more in depth analysis of HESTA Performance See HESTA vs Australian Super to see how HESTA compares with one of Australia's biggest super funds.
HESTA Super Fees
HESTA's fees for their HESTA Pers - Property and Infrastructure investment option above the median compared to other funds’ MySuper/Balanced options listed on Review My Super.
HESTA Super Performance
HESTA's HESTA Pers - High Growth investment option outperformed the median over 1 year, outperformed over 3 years and outperformed over 5 years. Check out our more in depth analysis of HESTA Performance See HESTA vs Australian Super to see how HESTA compares with one of Australia's biggest super funds.
HESTA Super Fees
HESTA's fees for their HESTA Pers - High Growth investment option above the median compared to other funds’ MySuper/Balanced options listed on Review My Super.
HESTA Super Performance
HESTA's HESTA Pers - Sustainable Growth investment option under performed the median over 1 year, outperformed over 3 years and outperformed over 5 years. Check out our more in depth analysis of HESTA Performance See HESTA vs Australian Super to see how HESTA compares with one of Australia's biggest super funds.
HESTA Super Fees
HESTA's fees for their HESTA Pers - Sustainable Growth investment option below the median compared to other funds’ MySuper/Balanced options listed on Review My Super.
HESTA Super Performance
HESTA's HESTA Pers - Conservative investment option outperformed the median over 1 year, outperformed over 3 years and outperformed over 5 years. Check out our more in depth analysis of HESTA Performance See HESTA vs Australian Super to see how HESTA compares with one of Australia's biggest super funds.
HESTA Super Fees
HESTA's fees for their HESTA Pers - Conservative investment option above the median compared to other funds’ MySuper/Balanced options listed on Review My Super.
HESTA Super Performance
HESTA's HESTA Pers - Australian Shares investment option outperformed the median over 1 year, outperformed over 3 years and outperformed over 5 years. Check out our more in depth analysis of HESTA Performance See HESTA vs Australian Super to see how HESTA compares with one of Australia's biggest super funds.
HESTA Super Fees
HESTA's fees for their HESTA Pers - Australian Shares investment option above the median compared to other funds’ MySuper/Balanced options listed on Review My Super.
HESTA Super Performance
HESTA Super’s Conservative, Balanced Growth and High Growth investment options have outperformed the median over 1, 3, and 5 years.
HESTA Super Fees
HESTA Super’s fees for their MySuper option are below the median compared to other funds’ MySuper options listed on Review My Super.
Insurance
HESTA Super offers life, TPD and income protection Insurance to their members.
You can apply to increase your cover above the default rates, with the following limits:
Death – $3 million.
TPD – $2 million.
Income protection – $25,000 per month, capped at the lesser of the monthly benefit equal to the units of cover
last accepted for that Insured member and 85% of the insured member’s Pre-Disability Income.
Insurance is provided by AIA Australia Ltd. You can compare the wider market and have the premiums paid via your super. Compare insurers here.
Frequently Asked Questions
HESTA’s HESTA Pers – Balanced Growth option has Out performed the median over 5 years.
Fees for this option are slightly above the median out of Balanced/MySuper funds listed on Review My Super.
Based on this evidence, it would be unreasonable to declare HESTA a good super fund. However, there are many factors which determine whether a super fund is good or bad and it can differ depending on personal requirements. We recommend you speak to a qualified adviser in order to work out which is the best super fund for you.
Yes, it is an APRA fund.
Yes, it is an Industry Super Fund.
HESTA Super stands for Health Employees Superannuation Trust Australia.
Overall hesta is doing quite well as a super fund but constantly does out perform them .
every time i ph get the run around,
awful
difficulty in finding a contact phone number
HESTA have failed to act on verbal authorities (they suggested we provide the verbal authority).
HESTA keep saying it’s not their department and can’t help.
HESTA are unable to provide details of their process to be followed (Catch Up payments can’t even be searched for on their website).
When you advise that you want to make a complaint, they terminate calls.
Good returns if you just want to pay your salary and very basic stuff, but totally inept if you care about your super and want to maximise the benefits.
The performance of Hesta superannuation fund has been dropping significantly for some time now and I would suggest if you are looking for a superannuation fund you look elsewhere where, on just $18,000 they have taken approximately $878 of me this financial period. They are full of excuses and its so easy to blame global markets.
The performance of Hesta superannuation fund has been dropping significantly for some time now and I would suggest if you are looking for a superannuation fund you look elsewhere where, on just $18,000 they have taken approximately $878 of me this financial period. They are full of excuses and its so easy to blame global markets.
I cannot fault the team I dealt with. They were caring, compassionate and genuinely wanted to help me and I am thankful for that. I would not be with any other super fund.
2021 – 2022 just lost $12000 in 12 months off my $400000 super