In great news for members, Hostplus delivered double-digit returns for the financial year across all balanced and growth options.
Pension members in our Balanced option received a return of 12.22% for the year to 30 June 2025, while members in our Indexed Balanced option received an impressive 13.43%.1
It was a bumpier ride than usual this financial year, with Trump’s tariffs rocking the markets in April. Markets rebounded strongly, though, driven by US tech companies and AI enthusiasm, and finished in positive territory.
Equity markets continued to grow, despite significant volatility, matched by strong performances from unlisted assets like infrastructure, private equity, and
credit. Emerging economies performed relatively in line with developed
economies. Our strategic positions in US and Chinese companies added
significant value for Hostplus members.
Despite the market volatility, our resilient investment strategy shone through,
highlighting the benefits of diversification, active management, and a
disciplined long-term strategy.
Watch Susan Orr, Deputy Chief Investment Officer, provide an update on our investment performance.
Hostplus' other pre-mixed options all delivered positive returns for pension members over the past 12 months.
| Pre-mixed investment option returns to 30 June 2025 | |||
|---|---|---|---|
| Investment option | 1 year | 5 yrs p.a. | 10 yrs p.a. |
| Defensive | 7.85% | - | - |
| Indexed Defensive | 9.85% | - | - |
| Socially Responsible Investment (SRI) - Defensive | 6.97% | - | - |
| Capital Stable | 9.11% | 5.87% | 5.18% |
| Conservative Balanced | 11.07% | 8.00% | 7.18% |
| Socially Responsible Investment (SRI) - Balanced | 11.59% | 10.93% | - |
| Balanced | 12.22% | 11.17% | 9.33% |
| Indexed Balanced | 13.43% | 10.68% | 8.71% |
| Growth | 14.03% | 11.87% | 10.33% |
| High Growth | 15.35% | - | - |
| Indexed High Growth | 16.05% | - | - |
| Socially Responsible Investment (SRI) - High Growth | 14.55% | - | - |
| CPIplus | 5.05% | - | - |
Source: Hostplus data as of 30 June 2025. Returns are net of investment fees and costs. Other fees and costs apply. Refer to the PDS for more information, available at hostplus.com.au/pds. Past performance is not a reliable indicator of future performance.
Hostplus’ Balanced option is still a top performer over 10 and 15 years.
Looking beyond just the past year, our proven investment approach has delivered excellent long-term results for members in our Balanced option.
It’s ranked the number one balanced option in Australia over 10 and 15 years to 30 June 2025, according to SuperRatings.
Source: Hostplus Balanced investment option compared to the SuperRatings Pension Fund Crediting Rate Survey - SRP50 Balanced (60-76) Index as at 30 June 2025. Past performance is not a reliable indicator of future performance.
These great long-term results show that our investment strategy is working hard for Hostplus members. That’s a plus.
Get help when you need it
Our superannuation advisers can help you understand how your pension is performing. If you’re a Hostplus member, you can receive personalised advice about your account at no extra cost. If you already have an adviser, they can also provide advice on your account.
Contact us on 1300 303 188, email us or book a callback today.
1. Source: SuperRatings Pension Fund Crediting Rate Survey - SRP50 Balanced (60-76) Index at 30 June 2025. Past performance is not a reliable indicator of future performance.