Question
During 2021, HESTA super fund earned a return of 1% p.a. by making the following investments in asset classes: Weight Return(p.a.) Bonds 20% 5% Stocks
During 2021, HESTA super fund earned a return of 1% p.a. by making the following investments in asset classes:
Weight | Return(p.a.) | |
Bonds | 20% | 5% |
Stocks | 80% | 0% |
The return on a benchmark portfolio was 2% p.a., calculated from the following information.
Weight | Return(p.a.) | |
Bonds (ASX Index) | 50% | 5% |
Stocks (ASX Index) | 50% | -1% |
The contribution of asset allocation across markets to the HESTA Super fund's annual total abnormal return was 1.80%.1.00%.0.80%.1.00%. .
The contribution of selection within markets to the HESTA Super fund's annual total abnormal return was 1.80%.1.00%.0.80%.1.00%. .
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