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Socially Responsible
Investment (SRI) – Balanced

The Socially Responsible Investment (SRI) - Balanced investment option is focused on values-based investing from investing in a portfolio with a bias to growth assets and has high diversification.

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At a glance (Accumulation)

Investment timeframe
5 years +
Risk level
Medium to high
Asset mix
72% growth / 28% defensive
Total investment fees and costs*
0.68% p.a.
Return target
CPI + 3% p.a. over 20 years
Net return^

* Investment costs are based on estimated and actual information from the previous financial year. The costs payable in future years may be higher or lower. Administration and other fees also apply. For a full breakdown of fees and costs, see our fees and costs page or Section 6 of the Member Guide.
^ The Socially Responsible Investment (SRI) – Balanced option was introduced on 28 March 2017. Investment return over 10 years to 30 June 2024, net of investment fees and costs. Administration and other costs apply. Returns won’t display for options younger than 10 years. See the investment returns page for returns over all available periods.

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Who is Socially Responsible Investment (SRI) - Balanced suitable for?

With a bias to growth assets, this Socially Responsible Investment pre-mixed option is designed for members with a medium to long-term investment timeframe, who are seeking moderate long-term returns and have a medium to high tolerance of negative returns.

Read our Member Guide for more information about these terms.



Fossil fuels
Companies that own reserves, explore, mine, extract, produce, refine or generate energy from fossil fuels as well as those companies that receive revenue from servicing these sectors through equipment services, pipeline transport or distribution. Seeks to apply a zero-materiality threshold, but dedicated renewable energy generators with backup fossil fuel sources (<5%) may remain investible. Data is supplied by Morgan Stanley Capital International (MSCI) and Institutional Shareholders Services (ISS) Inc.

Companies that breach Human Rights or Labour Rights standards
Companies that breach the United Nations (UN) Global Compact or International Labour Organisation’s (ILO) Core Conventions. Data is supplied by Morgan Stanley Capital International (MSCI).

Companies with very poor ESG policies and systems
Companies with a MSCI ESG rating B or CCC.

Controversial weapons
Companies involved in the development, production, maintenance or sale of controversial weapons (including cluster munitions, antipersonnel mines, depleted uranium, biological weapons, chemical weapons, blinding laser weapons, non-detectable fragment weapons, incendiary weapons and nuclear weapons). Involvement includes companies directly involved as well as prime-contractors, key subcontractors, and suppliers of key components. Data is supplied by ISS.

Uncertified palm oil
Companies involved in growing, processing or using palm oil, that derive >10% of their revenue from these activities and where <50% of the palm oil is Roundtable on Sustainable Palm Oil (RSPO) Certified. Data is supplied by ISS.

Predatory lending
Companies involved in predatory lending, including unfair or deceptive products, excessive interest rates, misleading marketing, inclusion of unnecessary costs and hidden fees and those targeting minority, low income or elderly consumers. Data is supplied by ISS.

For-profit detention
Companies deriving >5% of their revenue from for-profit detention e.g. prisons and immigration detention. Data is supplied by ISS.

Companies deriving >5% of their revenue from gambling. Data is supplied by MSCI.

Tobacco production
Companies that manufacture tobacco products, such as cigars, blunts, cigarettes, e-cigarettes, inhalers, beedis, kreteks, smokeless tobacco, snuff, snus, dissolvable and chewing tobacco. This also includes companies that grow or process raw tobacco leaves. Data is supplied by MSCI.

Live animal export
Companies involved in the export of live animals for the purpose of slaughter, husbandry and breeding, including specialised transportation. Data is supplied by ISS.

To develop our Socially Responsible Investment (SRI) options, we partnered with specialist external investment managers. 

Hostplus or its investment managers also source sustainable investment data from external service providers (Institutional Shareholder Services (ISS) Inc and Morgan Stanley Capital International (MSCI)). 

Decisions about the selection, retention or realisation of investments, particularly for listed assets, apply a rules-based approach and may therefore be affected by the accessibility and accuracy of data or an error by an external service provider. This may result in inadvertent holdings, typically over the short-term, in companies or assets the investment options seek to avoid. 

While the options invest with managers through mandates or fund-of-one structures wherever possible in order to adhere fully to the above rules, there will be circumstances where the options invest in pooled funds. In such circumstances, we cannot set the specific filter criteria, but will aim for the closest fit to the criteria in selecting a pooled fund.

More information on our Socially Responsible Investment (SRI) options can be found on our website at

Our target
asset mix

Socially Responsible Investment (SRI) - Balanced
Asset class Target Range 
Australian shares 24% 10–50% 
International shares (developed markets) 26% 10–50% 
International shares (emerging markets) 0% 0–20% 
Property 8% 0–30% 
Infrastructure 10% 0–30% 
Private equity 9%0–30% 
Credit 0%0–20% 
Alternatives 10%0–30% 
Diversified fixed interest 8%0–30%
Cash 5%0–20%


Head to Member Online to choose the investment option that’s right for you.



This chart shows the 12-month net return for our Socially Responsible Investment (SRI) – Balanced option at 30 June each year. The net return is the money the investment has earned, minus investment costs and taxes .1

Return 7.01%-1.04%21.82%2.36%7.85%

This table shows the average net return for our Socially Responsible Investment (SRI) – Balanced option over 3 and 5 years to 30 June 2023.1

Year3 years5 years
Average return (p.a.)10.38% 7.33%

1. The Socially Responsible Investment (SRI) – Balanced option was introduced on 28 March 2017. Administration and other fees also apply. For a full breakdown of fees and costs, see our fees and costs page or Section 6 of the Member Guide. Past performance is not a reliable indicator of future performance and should never be the sole factor considered when selecting a superannuation fund.

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