the full picture

We know there's a lot to consider when choosing who to have your super with.

Perhaps it's competitive fees and costs you're after? Or maybe it's solid long-term performance?

How about both?

One way to figure out how well your fund is performing is to look at the 'net benefit'.

What is net benefit?

The net benefit is your investment earnings, after any fees, costs and taxes have been taken out. It shows what returns you've earned on your super - and it's calculated based on historical returns.

SuperRatings Net Benefit award 2024

We were awarded the SuperRatings Net Benefit award in 2024 (and in 2021 and 2022), which recognises HESTA as the Australian super fund with the best net benefit outcomes delivered to members over the short and long term.^{^}
 

SuperRatings also continually awards us the highest rating possible – Platinum – for our products. And, we were one of the first funds to receive SuperRatings’ 20 year platinum performance rating – the highest rating possible.^{^}
 

The benefit's all yours

There are a few factors which contribute to the fees a fund charges and its long-term net returns. Two of the most important are how the fund invests and what the fund invests in.

At HESTA we want the best possible financial outcome for our members. We invest actively to get the strongest returns we can for you.

We invest across shares, property, infrastructure, bonds and cash. And we use our size to lower costs and structure investments in the most effective and efficient way.

Administration fees and costs are what we charge to keep the fund running and — importantly for you — growing. But we keep them as competitive as we can.

^{^} Ratings are published by SuperRatings Pty Ltd (SuperRatings) ABN: 95 100 192 283 a Corporate Authorised Representative (CAR No.1309956) of Lonsec Research Pty Ltd ABN 11 151 658 561, AFSL No. 421445 (Lonsec Research). Ratings are general advice only and have been prepared without taking account of your objectives, financial situation or needs. Consider your personal circumstances, read the product disclosure statement and seek independent financial advice before investing. The rating is not a recommendation to purchase, sell or hold any product. Past performance information is not indicative of future performance. Ratings are subject to change without notice and SuperRatings assumes no obligation to update. SuperRatings uses objective criteria and receives a fee for publishing awards. Visit superratings.com.au for ratings information and to access the full report. © 2024 SuperRatings. All rights reserved.