HESTA High Growth TTR - Managed Fund

Fund Objective

To earn an after-tax return, after investment fees and indirect costs, equivalent to or higher than CPI 4.0%

Fund Strategy

Invests in a wide range of primarily Australian, international shares and private equity, along with some exposure to alternatives, property, infrastructure, debt and cash. With the highest allocation to growth assets across our Ready-made options, this option may experience very high volatility.

Fund Performance Comparison

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Peers

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The performance of the peers is calculated as the total of the performance for each time period for all the funds in the peer group, divided by the number of funds in the peer group.

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Fees Comparison

% p.a.

Average of peers ({{ fund.benchmark.peers.peerCount }})

NOTE: Fee data has been provided by Morningstar, it may not include all costs being charged on your investment such as platform and adviser fees. You should check your fund manager or adviser statements to find out the exact fees you are being charged. Peers are funds that use the same benchmark in the Morningstar database.

Fund performance

	1M	3M	6M	1Y p.a.	2Y p.a.	3Y p.a.	5Y p.a.	10Y p.a.
Total return	0.98%	0.62%	7.06%	11.9%	12.24%	7.26%	9.03%	9.13%
Growth return	-%	-%	-%	-%	-%	-%	-%	-%
Income return	-%	-%	-%	-%	-%	-%	-%	-%
Market index (Morningstar AUS Agg Tgt Alloc NR AUD )
Total return	1.25%	-0.31%	7.44%	14.06%	14.04%	6.11%	8.21%	8.98%

As at 30 Jun 2024. Returns for periods greater than 1 year are annualised. All figures are percentages.

Asset Allocation

No asset allocation data available.

Average Allocation of Peers

Alternatives: 2.97%

Australian Equities: 33.57%

International Equities: 48.32%

Cash: 4.31%

Property: 5.21%

Fixed Interest: 5.62%

General Information

Fund Details

Type	Description
Fund Name	HESTA High Growth TTR
Responsible Entity	H.E.S.T. Australia Limited
APIR Code
Sector/Asset Class	Multisector Aggressive
Morningstar Rating	(as at 30 Jun 2024)
Legal Structure	Superannuation Fund
Fund Inception	3 Jul 1995
Fund Size	n/a
Entry Price	$4.4541 (as at 6 Jul 2024)
Exit Price	$4.4541 (as at 6 Jul 2024)
Fund Status	Open

Offer information

Type	Description
MER	1.13% (as at 1 Jul 2024)
Minimum initial investment	$50,000

FAQs about the HESTA High Growth TTR

What is the objective of the HESTA High Growth TTR managed fund?

The objective of the HESTA High Growth TTR managed fund is To earn an after-tax return, after investment fees and indirect costs, equivalent to or higher than CPI + 4.0%

What is the strategy for the HESTA High Growth TTR managed fund?

The strategy of the HESTA High Growth TTR managed fund is Invests in a wide range of primarily Australian, international shares and private equity, along with some exposure to alternatives, property, infrastructure, debt and cash. With the highest allocation to growth assets across our Ready-made options, this option may experience very high volatility.

What is the APIR code of the HESTA High Growth TTR managed fund?

The APIR code of the HESTA High Growth TTR managed fund is .

What was HESTA High Growth TTR’s total return last month?

HESTA High Growth TTR’s total return last month was 0.98%. This was made up of a growth return of -% and an income return of -%. These returns were calculated as at 30 Jun 2024.

What was HESTA High Growth TTR’s total return for the last three months?

HESTA High Growth TTR’s total return for the last three months was 0.62%. This was made up of a growth return of -% and an income return of -%%. These returns were calculated as at 30 Jun 2024.

What is HESTA High Growth TTR’s one-year total return?

HESTA High Growth TTR’s one-year total return is 11.9%. This was made up of a growth return of -% and an income return of -%. These returns were calculated as at 30 Jun 2024.

What is HESTA High Growth TTR’s three-year total return?

HESTA High Growth TTR’s one-year total return is 7.26%. This was made up of a growth return of -% and an income return of -%. These returns were calculated as at 30 Jun 2024.

What is the asset allocation of the HESTA High Growth TTR managed fund?

The asset allocation of the HESTA High Growth TTR managed fund is :

Alternatives: 100%

Australian Equities: 0%

International Equities: 0%

Cash: 0%

Property: 0%

Fixed Interest: 0%

Who is the responsible Entity of the HESTA High Growth TTR managed fund?

The Responsible Entity for the HESTA High Growth TTR managed fund is H.E.S.T. Australia Limited.

What sector/asset class does the HESTA High Growth TTR managed fund belong to?

The HESTA High Growth TTR managed fund belongs to the Multisector Aggressive sector/asset class.

What is the size of the HESTA High Growth TTR managed fund?

As at , the size of the HESTA High Growth TTR managed fund was $ million.

What is the inception date of the HESTA High Growth TTR managed fund?

The HESTA High Growth TTR managed fund has an inception date of 3 Jul 1995.

What is the current entry price of the HESTA High Growth TTR managed fund?

The current entry price of the HESTA High Growth TTR managed fund is $4.4541 per unit and the current exit price is $4.4541 per unit (as at 6 Jul 2024).

What is the current exit price of the HESTA High Growth TTR managed fund?

The current exit price of the HESTA High Growth TTR managed fund is $4.4541 per unit and the current entry price is $4.4541 per unit (as at 6 Jul 2024).

What is the minimum investment amount for the HESTA High Growth TTR managed fund?

The minimum initial investment amount for the HESTA High Growth TTR managed fund is $50,000.

Fund data sourced from Morningstar. Some material is copyright and published under licence from ASX Operations Pty Limited ACN 004 523 782 ("ASXO"). Data and content is provided for personal use only. Whilst every care has been taken in producing these numbers, neither Morningstar nor InvestSMART can make any guarantees around the complete accuracy of these figures. Should you decide to change investments, please read all relevant disclosure documents including the Product Disclosure Statements and if required, you may consider speaking to a financial professional for further guidance. A tax event may be realised as a result of switching investments. Past performance is not a reliable indicator of future performance.

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