Post by HESTA

HESTA has added around $10 billion* in savings and investment returns collectively to members’ accounts over the 2025/26 financial year, with the Fund’s MySuper investment option–where most members are invested–delivering 9.46% for the financial year to 30 June 2026. The next largest investment option by funds managed, High Growth, returned 11.09%. This result has translated into real growth in their retirement savings. A HESTA member invested in MySuper Balanced Growth with an average starting balance of $80,000 will have likely received investment returns of around $7,568 in their account by the end of the financial year**. This year's result represents the fourth straight year of annual returns above 9% for Balanced Growth. Over 10 years to 30 June 2026, the investment option has averaged an annual return of 8.29%, ranking in the top quartile over 5 and 10 years to 31 May 2026***. For more information about our 2025/26 financial year performance, visit https://lnkd.in/ePwx_s_Q #HESTASuper #Superannuation #Investments * Total HESTA contributions and investment returns for the period 1 July 2025 to 30 June 2026, net of investment fees and costs, transaction costs and taxes. ** Figure assumes a balance of $80,000 on 1 July 2025, investment in MySuper Balanced Growth option for duration of the 2025/26 financial year. Calculations are performed on a fixed value over the stated date range and do not take into consideration any member transactions (contributions/draw down benefits) or deductions (administration/insurance) or other entitlements (LISTO, Co-Contributions). Returns are based on unit prices and are net of investment fees and costs, transaction costs and taxes. Returns based on 9.46% net investment return for the financial year. *** As measured by ratings agency SuperRatings Pty Ltd – a Corporate Authorised Representative (CAR No.1309956) of Lonsec Research Pty Ltd AFSL No. 421445. SR50 Balanced Index to 31 May 2026. Product ratings and awards are only one factor to be considered when making a decision. See http://hesta.co/6043BEyI1D for more information. Issued by H.E.S.T. Australia Ltd ABN 66 006 818 695 AFSL No. 235249, Trustee of HESTA ABN 64 971 749 321. Past performance is not a reliable indicator of future performance. Investments may go up and down. Returns are net of investment fees and costs, transaction costs and taxes. This information is of a general nature. It does not take into account your objectives, financial situation or specific needs so you should look at your own financial position and requirements before making a decision. You may wish to consult an adviser when doing this.