Despite falling share markets, Hostplus’ Balanced option delivered a small positive return of 0.41% for the quarter, thanks in part to its diversified investment strategy.
Recent market volatility is being driven by US tariffs and escalating trade tensions, against a backdrop of inflation and geopolitical conflicts.
The challenging and volatile conditions continued into the start of the new quarter, and we recognise it can be worrying to see your pension balance go down unexpectedly. We understand your concerns and I’d like to reassure our members that we always take the utmost care in managing your investments.
We've designed our investment approach to withstand short-term ups and downs by ultimately focusing on what's important - delivering great results for our members over the long term.
Watch Susan Orr, Deputy Chief Investment Officer, provide an update on our investment performance.
Hostplus' other pre-mixed options delivered mixed returns for pension members over the quarter, but are all in positive territory over the past 12 months.
| Pre-mixed investment option returns to 31 March 2025 | ||||
|---|---|---|---|---|
| Investment option | 3 months | 1 year | 5 years p.a. | 10 years p.a. |
| Defensive | 1.03% | 5.51% | - | - |
| Indexed Defensive | 0.90% | 7.21% | - | - |
| Socially Responsible Investment (SRI) - Defensive | 0.63% | 4.46% | - | - |
| Capital Stable | 1.03% | 5.84% | 5.54% | 4.82% |
| Conservative Balanced | 0.54% | 6.35% | 8.14% | 6.63% |
| Socially Responsible Investment (SRI) - Balanced | -0.22% | 5.20% | 11.41% | - |
| Balanced | 0.41% | 6.94% | 11.59% | 8.68% |
| Indexed Balanced | -1.60% | 6.59% | 11.39% | 7.65% |
| Growth | -0.26% | 7.23% | 12.87% | 9.51% |
| High Growth | -0.70% | 7.48% | - | - |
| Indexed High Growth | -2.54% | 7.53% | - | - |
| Socially Responsible Investment (SRI) - High Growth | -1.50% | 6.43% | - | - |
| CPIplus | 0.96% | 5.34% | - | - |
Source: Hostplus data as of 31 March 2025. Returns are net of investment fees and costs. Admin and other fees apply. Past performance is not a reliable indicator of future performance and should never be the sole factor considered when selecting a super fund.
Hostplus’ Balanced option is still ranked number 1 over 10 years and 15 years.
We know that the current market conditions may feel unprecedented, but history reminds us that a patient investor – focused on active management, diversification and long-term results – is well positioned for the future.
This precise approach has delivered excellent long-term results for pension members in our Balanced option, where most members invest. It’s ranked the number one balanced option in Australia over 10 and 15 years to 31 March 2025, according to SuperRatings.
Hostplus Balanced option performance
Source: SuperRatings Pension Fund Crediting Rate Survey - SRP50 Balanced (60-76) Index, 31 March 2025. Returns are net of investment fees and costs. Admin and other fees apply. Past performance is not a reliable indicator of future performance and should never be the sole factor considered when selecting a superannuation fund.
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.