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End of 2020-21
financial year results

Published July 2021

Author image
David Elia
Chief Executive Officer
3 min read
Updated 21 Mar 2024
  • Why Hostplus
  • Performance
  • Know your investments

A great year for members as Hostplus’ Balanced (MySuper) option delivers best ever annual return.

The 2020-21 financial year recently concluded on 30 June and it’s safe to say it was one that was quite welcomed. Investment markets broadly recovered the territory lost in the previous financial year, following the downturn of early 2020.

Our conviction in our long-term investment strategy ensured that Hostplus was well placed to withstand the downturn and take advantage of the market recovery.

I’m delighted to report to you that Hostplus finished the 2020-21 year having delivered its best ever single-year performance across a range of investment options, including all three of our popular Balanced options.

End of financial year performance

The Balanced (MySuper) option, in which the majority of our members invest, delivered an outstanding net return of 21.32%, the option’s best annual result in our 32-year history.¹  Both Indexed Balanced (18.88%) and SRI Balanced (21.82%) also delivered best-ever results for members in those options.²

When looking at all Hostplus investment options, nine out of ten of our 1.26 million members received a return that was the highest ever in a single financial year for their given option.

I know that many of our members have endured a very tough year as a result of the COVID-19 pandemic and its economic and societal effects.

As stewards of our members’ retirement savings, we’re very pleased to have been able to deliver such a terrific outcome for you this year. We hope it's a fitting way to thank you for your continued support and confidence in us. We remain steadfastly focused on protecting and growing your hard-earned retirement savings.

Investing for the long term

Super is about the long term and our investment strategy is built with the long-term horizon in mind.

That’s why we're so delighted that our Balanced option has been ranked one of the top 3 options over rolling 5, 7, 10, 15 and 20 year periods for members in the accumulation phase.¹

And for account-based pension members, our Balanced option ranked number 1 in Australia this past financial year, as well over rolling 5 and 7-year periods³, an outstanding result for those members.

And while past performance is not a guarantee of future outcomes, you can rest assured that our track record of being one of the country’s most consistently top-performing funds over longer-term periods up to 20 years⁴, as rated by Australia’s leading and independent superannuation researchers, is something we are immensely proud of and will continue to strive for.

As we commence this new financial year, Hostplus enters an exciting period of growth and development, as we work towards our Fund’s merger with Intrust Super and expected merger with Statewide Super. At the same time, an increasing number of Australians and employers choose Hostplus as their lifetime super fund of choice, allowing us to provide our members with the greater scale benefits that this brings.

I am excited about the future and, along with the entire team at Hostplus, look forward to continuing to deliver our members the best possible long-term retirement outcomes, just as we have been doing for the past 32 years.

The information in this article is correct as at time of publication.

1. SuperRatings Accumulation Fund Crediting Rate Survey – SR50 Balanced (60-76) Index, 30 June2021.

2. SuperRatings Accumulation Fund Crediting Rate Survey –Balanced (60-76), 30 June 2021. ​​​​​​

3. SuperRatings Pension Fund Crediting Rate Survey – SR50 Balanced (60-76) Index, 30 June 2021.

4. SuperRatings Accumulation Fund Crediting Rate Survey – SR50 Balanced (60-76) Index, 30 June2021. ​​​​​​

Past performance is not a reliable indicator of future performance and should never be the sole factor considered when selecting a superannuation fund.

This information is general advice only and does not take into account your personal objectives, financial situation or needs. You should consider if this information is appropriate for you in light of your circumstances before acting on it. Please read the relevant Hostplus Product Disclosure Statement (PDS), available at hostplus.com.au before making a decision about Hostplus. Past performance is not a reliable indicator of future performance and should never be the sole factor considered when selecting a superannuation fund.