You should conduct your own investigation and assessment of the matters raised on this website. �~ðX/�����|"H^$ȗ+���D����8!�f5������:yp��w[�m��1Ty��0У�k#���Y����gД9aA/�:�v The SuperRatings research reveals that the median performance of ‘sustainable’ investment funds is lower than the median performance of the SuperRatings SR50 Balanced (60-76) Index, comprised of traditional balanced super funds. Looking at returns, the top quartile of ‘sustainable’ funds has delivered a 10-year return of 8.9% or more per annum, which is in line with the SR50 Balanced (60-76) Index. Super members searching for a ‘sustainable’ investment fund are exposed to the same challenges as those in more traditional funds with the sector delivering a wide range of performance outcomes and charging a range of fees, according to new research on the sector by superannuation research house SuperRatings. + Previously named Cash; changed to include Term Deposits on 1 Oct 2020. x����Kq��S��f�,�)���� M��冢F���,*Q�S�L��J�)h�ۨ"��Q��ٍ�ynߛ����n��Ͻ�m��tx -��]��ڜ�{�g��D�3q��]�iQ�q��m�M�v� K�e���2lYm{h`_;�&l|�{4�e�n�jۂ��ډu�4N�_�ȵ��w���c������/������=oq��>�IҎ���X�{۠Ԯ�uS�� �/��-�#��G��ڑ !��� ... 17 Apr 2019 - Despite a recovery in the March quarter, superannuation funds are heading for a disappointing 2018-19 financial year, with global growth challenges and a ... To the extent that our data, ratings or commentary constitutes general advice within the meaning of the Corporations Act 2001, this advice does not take into account your individual investment objectives, financial circumstances or needs. ���+ ���Ձ����S� ��yg���Q�������鿼��fkƜ^��E\����?ݞ��.m?sl� �Ռj,���WPj�DWM#݅���Sj���M�]�x�Ԗ�kW��6!~m���u�FF�IO!F5F��b�vYl�:�mr�h���xl[z ��4Ҷ ��愡[�Ng����BI;�N~�bH+m�K�z:�?LNY�_ >'�WqV~m)M��P�6�x���A�-�m`ף�pRXO�G�H�c�o�+�3�YxƓ������IHڹ�5��}�����A���=D�.���k��;v�S,����M}?u�E־�}�y�a�Vޖ�ܷ��o��#�Y�����/�rmei�;*rx��^ܵ�C� _��i�?m����d^,r#Y۔ZV�Mؕ�3 U�wݵ��e����Y�@=��N��Ј-=��F�y���n��l�Nu��!�����HU������/����|�^p٧[3��.�K�Q�f��-BsŮ�V��R�i�[���m�jW�u�g�ƥ�6��V�Z�:ry��z���`cM�)G�b�S�f��}X�/�Ї3.N]��b=N�4�Y�a��h5�v�P��"h��_VAAAAAAA�����B� HESTA changed from crediting rates to unit pricing in December 2016. HESTA applies returns on a weekly basis, and the rounding of formulae means that the investment performance figures over a longer period of time may not equal the sum of the weekly investment performance figures over the same period. “When we speak to financial advisers, they tell us that ESG factors are becoming more and more important for their clients. )���D�-�hvØ9���8���K�������8���ӧO8p��`�ݪ3�0�0��H�+�ͷ�~N����@ 8���� HESTA’s Eco Pool balanced option has delivered the top return over 10 years of 11.1% per annum, which is considerably higher than the SR50 Balanced (60-76) Index return of 8.9% per annum. �=z-������U��q.j 8h��Haaa[[[�ET��7�j��O���f�. SuperRatings is a trusted source of superannuation fund research and ratings, Our values inform our vision as a business as well as how we work with our clients and each other, The history of SuperRatings is the history of superannuation industry research in Australia. 7 0 obj Shares Plus: aggressive, aims to provide higher long-term returns than Core Pool. Commenced 1 July 1995 | ^ Commenced 1 October 2020 | § Previously named Eco Pool. z$#9��7�kK��îtg0.�����Q��݅�^y���������?r^���eMS�2Ѷ��\�o� Our ratings reflect the ability of the fund to deliver value for money to members encompassing investment performance, fees and members services. There are a range of factors that must be taken into account when assessing the extent to which ESG factors affect a fund’s investment decisions, as well as the cost involved. Top performing sustainable super funds FUND PERFORMANCE OVERVIEW ANNUALISED PERFORMANCE as at 30/09/2020 YTD 3m 6m 1yr 3yrs 5yrs HESTA Eco Pool -0.96% 0.99 14.28 1.10 7.60 - Mixed Asset - Growth -4.14% 2.05 9.07 -2.37 4.15 4.87 HISTORICAL CALENDAR YEAR PERFORMANCE Citicode 2017 2016 2015 2014 2013 HESTA Eco Pool MDBU 18.30 1.68 13.94 - - Mixed Asset - Growth SP:MAG 15.44 -2.07 8.78 4.71 4.09 FUND GROWTH … However, there are a number of ‘sustainable’ funds that outperform the market, while some also have lower fees than many Balanced options. x�콏STW���WLդ&5����LU�Tj��)n����J���Uf���Tdp8q��n�2�Ѩ�0���&���:�": hc#A�H �iA@�C��>���b��׆�g�ս�O��v�^���o��|��g=+`�a�a�a�a�a�a�a�a�a�a�a�a�a�a�a�a�a�a�a�a�a�a�a�a�a�a�a�a�a�a�a�a�a�a�a�a�a�a�a�a�a�a�a�a�a�a�a�a�a�a�a�a�a�a�a�a�a�a�a�a�a�a�a�a�a�a�a�a�a�a�a�a�a�a�a�a�a�a�a�a�a�a�a�a�a�a�a�a�a�a�a�a�a�a�a�q��Ϗ�099i(666������>==mxjii �������o�^����ׯ_�v�� 0�0�0� +�+�����>��̙3����TNNXt����s��`UU��Ç�����L��={:;;-}K�0�0�r��ւ�t�R����Y��/��`·���n7�sx(����K/�}p�`�����'/))ћ|�a�a�a�@yy9��H��-?y�>�gKKK���p�oIY}�a�a�q���?z�h�gq4��ϝ;���`��}�ǃO "_[\\̃��0�0'���ຫ����_�v������[ﴏ?�NG�loo����A؇W�S���UUU�/���1���0�0�T$Ƒ��6����_? We generally value our investment options as at the close of business every Tuesday and release corresponding unit prices on Friday. This makes it difficult to provide a definitive ranking of sustainable fund performance. A product disclosure statement relating to any financial product mentioned should also be obtained and considered before making any decision about whether to acquire the product. We keep our fees down so more money stays in your account. In times of poor investment performance, unit prices may fall and rates may therefore be negative. | Want to see how our investment options have performed? Rounding has been applied to the graph to the nearest dollar. Nick Bendel. In the long term, one of the most significant factors affecting your retirement benefit will be the investment performance after costs, fees and taxes are deducted. endstream HESTA Australian Business Number (ABN): 64 971 749 321, HESTA super and HESTA Personal Super Unique Superannuation Identifier (USI): HST0100AU, HESTA Australian Nursing & Midwifery Awards. %PDF-1.4 Advisers need the capability to examine and compare sustainable funds to ensure that the product is the best fit for their client both in terms of their risk and return preferences, as well as their social and environmental values.”, Gordon Toy 03 9623 6373 Sound like something you’d like to be part of? Rounding has been applied to the graph to the nearest dollar. Gordon.Toy@lonsec.com.au. 17 Jul 2019 - Super funds have had a convincing finish to what was a bumpy 2019 financial year, with an improvement in sentiment and a rallying share market in June ... 15 May 2019 - Super funds have failed to be rattled by the softening economic outlook, delivering solid returns in April and boosted by market momentum through early May. Furthermore, the ‘sustainable’ funds have higher median fees. Where a financial year end (i.e. Property Personal Finance Writer. Commenced 1 July 1995 | ^ Commenced 1 October 2020 | § Previously named Eco Pool. Commenced 1 July 1995 Value-for-money assessment currently used in Australia to the New Zealand KiwiSaver market by assessing a range of factors beyond investment performance and fees. When considering sustainable alternatives, it is important to look at each individual fund’s mandate, their process for investing sustainably, and of course the industries and businesses they do and do not invest in,” said Mr Rappell. Returns are net of investment fees, Indirect Cost Ratio (ICR) and taxes. %���� HESTA has four possible investment pools, each of which carries a varying degree of risk: Core pool: a diversified mix of balanced assets (MySuper default option). There are no unit prices for these prior periods. However, remember that past performance is not a reliable indicator of future performance. I'm here to help with your general enquiries, † Previously named Core Pool. HESTA Eco Pool: 11.1%: VicSuper FutureSaver (Socially Conscious) 10.3%: AustralianSuper Socially Aware: 10.0%: WA Super (Sustainable Future) 9.5%: UniSuper (Accumulation 1 – Sustainable Balanced) 9.3%: SR50 Balanced (60-76) Index : 8.9%: Median sustainable balanced option: 8.5%: Did you find this helpful? The change in unit prices reflects changes in the value of the assets held by each investment option and is used to determine the weekly percentage investment return for each option. When you're looking at a super fund you should check what sort of performance the fund has achieved and whether you have a choice of investment options. �����Ȭ��ؔ]�R1ԃ�˧��� ��Bf%�蟧�Y�zj�%�0H/խ98*�o�%�Y{���>�DY��u�%����1�N]B3T~�ک�L��f*����e�r�|Y�E=N����_�����8Ӥ�շ�6�\�a�6-=��[zJ\�e����ǿp����o�ҥE����@6cƌ3f̘1��_Ƅv 9�v2�L��^}3�����mvK��%i:����1�X�|�j�ͼ�V����I�)I�,~A����x$��& a�����wVW�\�������nG��,��T��RK��\�x�O�v�ﴬ.��9�Ŕ�ֈ�W�:��#�b� ����\.�x�����W-�����k���I�s�Jz�C� �l�p�C����@m��N From the limited information available, we found no Australian share investments in companies actively undermining the climate goals of the Paris Agreement. Why not share this news? �Z����3�2[)�B�y��7Ǣ*�RE^Z��]y�Bxك�������7�8����n���� ;�ej Prior to the week 30 November – 6 December 2016, investment performance figures are the historical crediting rates. Investment performance figures for the week 30 November – 6 December 2016 is a combination of a crediting rate and unit prices that applied over that period. 5 0 obj Hesta Eco Pool. Returns over 10 years to 28 February 2019 4 0 obj x���}LUe�����*x��[��d�Ԗe/6�tnQ�"ua�td�Qy��LVQiZ]�h���VЭ�V���ըe!ި9��=A9�d�~�y���≶�݀���s��=���c � � ���^N����c'���q�0���#n��;!v�E��2ڮ�|�9l�d�\x?#��'�B^�.O]]]c��x::;;&��X�*'�Tot��:ţԆ�&}ː�� Commenced 1 July 2001 | ± Previously named Global bonds. Taking the first step towards a better financial future is as easy as entering your email address. Performance history before 1 October 2020 based on Property. The below table shows the top returning super funds that are classified as sustainable due to the fund’s incorporation of ESG and socially responsible investing criteria. Performance history before 1 October 2020 based on Cash. Commenced 1 July 2001 | # Commenced 1 July 2001, Returns are net of investment fees, Indirect Cost Ratio (ICR) and taxes. Performance history before 1 October 2020 based on Cash. Commenced 1 February 2000 | ‡ Previously named Shares Plus. HESTA CIO, Sonya Sawtell-Rickson, called it a “fantastic result” and noted that Core Pool has delivered 8.32 per cent return over 5 years and 9.06 per cent over 10 years. endobj 'jG%Z��'�����*+�8i����(c�{!_�î�y6�1mE�ڵ��j� You should also examine the investment objectives of the fund or investment option you will be investing in, both to assess the level of risk involved and to establish whether they have been meeting their goals. The cost of ‘sustainable’ super may not match performance, VicSuper FutureSaver – Socially Conscious Option, WA Super Super Solutions Pers – Sustainable Future, UniSuper Accum (1) – Sustainable Balanced. This far exceeds the super fund’s target goal of CPI plus 3.5 per cent over 10 years. �5-b6�E�������i������\KGwSy�x�α4�Nb�>���(C5Ш��t�8́m�|Z���������|�èC�������ʭ-���{�t��br�=�p�B��l�_��k 2020 continues its bumpy ride, but we’re here to help walk you through it. HESTA’s Eco Pool balanced option has delivered the top return over 10 years of 11.1% per annum, which is considerably higher than the SR50 Balanced (60-76) Index return of 8.9% per annum. For example, some funds may apply a simple screen on certain industries, while others may conduct more in-depth analysis on individual businesses, which may justify a higher fee. The latest fund information for HESTA Core Pool, including fund prices, fund performance, ratings, analysis, ratios & manager information.
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