HESTA Indexed Balanced Growth TTR - Managed Fund
Fund Objective
Invests in a mix of low-cost asset class strategies that aim to closely match index returns. With a high exposure to growth assets, this option may experience high volatility.Fund Strategy
Invests in a mix of low-cost asset class strategies that aim to closely match index returns. With a high exposure to growth assets, this option may experience high volatility.
Fund performance
| 1M | 3M | 6M | 1Y p.a. | 2Y p.a. | 3Y p.a. | 5Y p.a. | 10Y p.a. | |
| Total return | 1.09% | 2.36% | 4.09% | 6.94% | 9.62% | 10.76% | 6.91% | -% |
| Growth return | -% | -% | -% | -% | -% | -% | -% | -% |
| Income return | -% | -% | -% | -% | -% | -% | -% | -% |
|
Market index (Morningstar AUS Growth Tgt Alloc NR AUD)
|
||||||||
| Total return | 0.46% | 1.81% | 3.22% | 7.16% | 9.61% | 10.85% | 6.43% | 8.01% |
Asset Allocation
No asset allocation data available.
Average Allocation of Peers
- Alternatives
- 4.80%
- Australian Equities
- 27.26%
- International Equities
- 35.29%
- Cash
- 5.30%
- Property & Infrastructure
- 5.94%
- Fixed Interest
- 21.41%
General Information
Fund Details
| Type | Description |
| HESTA Indexed Balanced Growth TTR | |
| H.E.S.T. Australia Limited | |
| Multisector Growth | |
 (as at 31 Aug 2026) |
|
| Superannuation Fund | |
| 10 Jan 2020 | |
| $15.62 million (as at 30 Jun 2026) | |
| $1.7364 (as at 31 Aug 2026) | |
| $1.7364 (as at 31 Aug 2026) | |
| Open |
Offer information
| Type | Description |
| MER | 0.06% (as at 1 Jul 2026) |
| Minimum initial investment | $10,000.00 |
Your guide to next steps
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FAQs about the HESTA Indexed Balanced Growth TTR
What is the objective of the HESTA Indexed Balanced Growth TTR managed fund?
The objective of the HESTA Indexed Balanced Growth TTR managed fund is Invests in a mix of low-cost asset class strategies that aim to closely match index returns. With a high exposure to growth assets, this option may experience high volatility.
What is the strategy for the HESTA Indexed Balanced Growth TTR managed fund?
The strategy of the HESTA Indexed Balanced Growth TTR managed fund is Invests in a mix of low-cost asset class strategies that aim to closely match index returns. With a high exposure to growth assets, this option may experience high volatility.
What is the APIR code of the HESTA Indexed Balanced Growth TTR managed fund?
The APIR code of the HESTA Indexed Balanced Growth TTR managed fund is .
What was HESTA Indexed Balanced Growth TTR’s total return last month?
HESTA Indexed Balanced Growth TTR’s total return last month was 1.09%. This was made up of a growth return of -% and an income return of -%. These returns were calculated as at 31 Aug 2026.
What was HESTA Indexed Balanced Growth TTR’s total return for the last three months?
HESTA Indexed Balanced Growth TTR’s total return for the last three months was 2.36%. This was made up of a growth return of -% and an income return of -%%. These returns were calculated as at 31 Aug 2026.
What is HESTA Indexed Balanced Growth TTR’s one-year total return?
HESTA Indexed Balanced Growth TTR’s one-year total return is 6.94%. This was made up of a growth return of -% and an income return of -%. These returns were calculated as at 31 Aug 2026.
What is HESTA Indexed Balanced Growth TTR’s three-year total return?
HESTA Indexed Balanced Growth TTR’s one-year total return is 10.76%. This was made up of a growth return of -% and an income return of -%. These returns were calculated as at 31 Aug 2026.
What is the asset allocation of the HESTA Indexed Balanced Growth TTR managed fund?
The asset allocation of the HESTA Indexed Balanced Growth TTR managed fund is :
- Alternatives
- 100%
- Australian Equities
- 0%
- International Equities
- 0%
- Cash
- 0%
- Property & Infrastructure
- 0%
- Fixed Interest
- 0%
Who is the responsible Entity of the HESTA Indexed Balanced Growth TTR managed fund?
The Responsible Entity for the HESTA Indexed Balanced Growth TTR managed fund is H.E.S.T. Australia Limited.
What sector/asset class does the HESTA Indexed Balanced Growth TTR managed fund belong to?
The HESTA Indexed Balanced Growth TTR managed fund belongs to the Multisector Growth sector/asset class.
What is the size of the HESTA Indexed Balanced Growth TTR managed fund?
As at 30 Jun 2026, the size of the HESTA Indexed Balanced Growth TTR managed fund was $15.62 million.
What is the inception date of the HESTA Indexed Balanced Growth TTR managed fund?
The HESTA Indexed Balanced Growth TTR managed fund has an inception date of 10 Jan 2020.
What is the current entry price of the HESTA Indexed Balanced Growth TTR managed fund?
The current entry price of the HESTA Indexed Balanced Growth TTR managed fund is $1.7364 per unit and the current exit price is $1.7364 per unit (as at 31 Aug 2026).
What is the current exit price of the HESTA Indexed Balanced Growth TTR managed fund?
The current exit price of the HESTA Indexed Balanced Growth TTR managed fund is $1.7364 per unit and the current entry price is $1.7364 per unit (as at 31 Aug 2026).
What is the minimum investment amount for the HESTA Indexed Balanced Growth TTR managed fund?
The minimum initial investment amount for the HESTA Indexed Balanced Growth TTR managed fund is $10,000.
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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