The financial year ending 30 June 2023 was a bit of a bumpy ride in investments. Hostplus remained steadfast through the ups and downs, though. We delivered 8.95% for the Pension Balanced option in the 12 months through to 30 June. Our Balanced option is also one of the top-performing Balanced options over 10 years.1 That’s a plus.
Watch this update on our investment performance
Maximising your net benefit
Higher net returns may mean a higher account balance for you and a boost to your retirement. Our long-term performance can help put you on the path to a great financial future.2
Hostplus’ other pre-mixed options in Pension investments also delivered positive returns across the board this financial year. Members enjoyed double-digit returns from Shares Plus (12.59%)3 and Indexed Balanced (13.84%)4.
Optimistic outlook drives a healthy return
After the market volatility of 2022, share markets proved more resilient in the first half of 2023. This suggests that despite multiple increases to interest rates and concerns about the cost of living, investors are optimistic about inflation from here on in. This was the driving force behind this year’s healthy return.
A long-term view
Our message to members: keep your eye on the prize. Super is a long-term investment and Hostplus has delivered sustained performance over the long term.
Over the past 10 years, our Pension Balanced option has delivered an average net return of 9.96% each year.4 That’s after all investment fees, costs and taxes have been paid.
That result is thanks to our actively managed, diversified investment strategy. We invest in listed and unlisted assets. Click here to to find out more about how unlisted assets can help grow your super.
Why choose Hostplus?
We combine our long-term performance with a low admin fee5 and a focus on you, our member. That's why more and more Australians are choosing Hostplus. We now manage $100 billion on behalf of 1.7 million members.6
In more good news, we are SuperRatings’ Super Fund of the Year for 2023.7 That's a plus.
Get help when you need it
If you’d like help understanding how your super is performing, contact us today. We offer three different levels of financial advice to ensure you get the advice that suits you:
- easy-to-use self-service online advice through SuperAdviser
- phone-based superannuation advice from the Super Advice team
- specialist face-to-face advice and planning.
1. Hostplus’ Balanced option is ranked number two versus peers over 10 years. Source: SuperRatings Pension Fund Crediting Rate Survey – SRP50 Balanced (60–76) Index, June 2023. Past performance is not a reliable indicator of future performance and should never be the sole factor considered when selecting a superannuation fund.
2. Past performance is not a reliable indicator of future performance and should never be the sole factor considered when selecting a superannuation fund.
3. Source: SuperRatings Pension Fund Crediting Rate Survey - SRP50 Growth (77-90) Index, June 2023
4. Source: SuperRatings Pension Fund Crediting Rate Survey - SRP50 Balanced (60-76) Index, June 2023
5. Other fees and costs apply. Refer to the PDS for more information.
6. $100 billion funds under management at 12 May 2023. Includes funds under management for the Hostplus Pooled Superannuation Trust.
7. The rating is issued by SuperRatings Pty Ltd ABN 95 100 192 283 AFSL 311880 (SuperRatings). Ratings are general advice only and have been prepared without taking account of your objectives, financial situation or needs. Consider your personal circumstances, read the product disclosure statement and seek independent financial advice before investing. The rating and awards are not recommendation to purchase, sell or hold any product and are only one factor to be taken into account when choosing a super fund. Past performance information is not indicative of future performance. Ratings are subject to change without notice and SuperRatings assumes no obligation to update. SuperRatings uses objective criteria and receives a fee for publishing awards. Visit https://www.lonsec.com.au/super-fund/ratings-and-awards/
for ratings information and to access the full report. © 2022 SuperRatings. All rights reserved.
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) before making a decision about Hostplus. For a description of the target market, please read the Target Market Determination (TMD).
Awards and ratings are only one factor to be taken into account when choosing a super fund.