InvestSMART

HESTA Sustainable Growth TTR - Managed Fund

Fund Objective
This is our sustainable investment option, designed for members seeking to avoid exposure to particular activities while contributing to sustainable outcomes. Invests in shares, debt and property, with some private equity and cash investments. With a higher exposure to growth assets, this option may experience high volatility.
Fund Strategy
This is our sustainable investment option, designed for members seeking to avoid exposure to particular activities while contributing to sustainable outcomes. Invests in shares, debt and property, with some private equity and cash investments. With a higher exposure to growth assets, this option may experience high volatility.
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Fund performance

  1M 3M 6M 1Y p.a. 2Y p.a. 3Y p.a. 5Y p.a. 10Y p.a.
Total return 0.5% 2.73% 3.44% 2.26% 4.98% 6.57% 3.58% 7.65%
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%
As at 31 Aug 2026. Returns for periods greater than 1 year are annualised. All figures are percentages.

Asset Allocation

HESTA Sustainable Growth TTR
Australian Equities
31%
International Equities
31%
Cash
7%
Property & Infrastructure
7%
Fixed Interest
19%
Alternatives
5%
Average Allocation of Peers
Australian Equities
27.26%
International Equities
35.29%
Cash
5.30%
Property & Infrastructure
5.94%
Fixed Interest
21.41%
Alternatives
4.80%

General Information

Fund Details
Type Description
HESTA Sustainable Growth TTR
H.E.S.T. Australia Limited
Multisector Growth
starstarstar (as at 31 Aug 2026)
Superannuation Fund
2 Jan 2000
$14.54 million (as at 30 Jun 2026)
$4.8896 (as at 31 Aug 2026)
$4.8896 (as at 31 Aug 2026)
Open
Offer information
Type Description
MER 0.45% (as at 1 Jul 2026)
Minimum initial investment $10,000.00
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FAQs about the HESTA Sustainable Growth TTR

The objective of the HESTA Sustainable Growth TTR managed fund is This is our sustainable investment option, designed for members seeking to avoid exposure to particular activities while contributing to sustainable outcomes. Invests in shares, debt and property, with some private equity and cash investments. With a higher exposure to growth assets, this option may experience high volatility.

The strategy of the HESTA Sustainable Growth TTR managed fund is This is our sustainable investment option, designed for members seeking to avoid exposure to particular activities while contributing to sustainable outcomes. Invests in shares, debt and property, with some private equity and cash investments. With a higher exposure to growth assets, this option may experience high volatility.

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

HESTA Sustainable Growth TTR’s total return last month was 0.5%. This was made up of a growth return of -% and an income return of -%. These returns were calculated as at 31 Aug 2026.

HESTA Sustainable Growth TTR’s total return for the last three months was 2.73%. This was made up of a growth return of -% and an income return of -%%. These returns were calculated as at 31 Aug 2026.

HESTA Sustainable Growth TTR’s one-year total return is 2.26%. This was made up of a growth return of -% and an income return of -%. These returns were calculated as at 31 Aug 2026.

HESTA Sustainable Growth TTR’s one-year total return is 6.57%. This was made up of a growth return of -% and an income return of -%. These returns were calculated as at 31 Aug 2026.

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

Australian Equities
31%
International Equities
31%
Cash
7%
Property & Infrastructure
7%
Fixed Interest
19%
Alternatives
5%

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

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

As at 30 Jun 2026, the size of the HESTA Sustainable Growth TTR managed fund was $14.54 million.

The HESTA Sustainable Growth TTR managed fund has an inception date of 2 Jan 2000.

The current entry price of the HESTA Sustainable Growth TTR managed fund is $4.8896 per unit and the current exit price is $4.8896 per unit (as at 31 Aug 2026).

The current exit price of the HESTA Sustainable Growth TTR managed fund is $4.8896 per unit and the current entry price is $4.8896 per unit (as at 31 Aug 2026).

The minimum initial investment amount for the HESTA Sustainable 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.