The three new options will provide members and investors with more diversity and less asset and manager concentration risk.
- Diversified Fixed Interest – Indexed
This option invests in Australian and international government bonds and other investment grade debt. It’s designed for members looking to minimise fees. It uses an indexed-enhanced strategy based on an established market index and then seeks to add modest value by exploiting market inefficiencies. This option aims to provide capital stability and a return above cash over a market cycle. - Australian Shares – Indexed
This option invests in companies listed on the Australian Securities Exchange. It’s designed for members looking to minimise fees. It uses an indexed-enhanced strategy based upon an established market index and then seeks to add modest value by exploiting market inefficiencies. This option aims to achieve capital growth and income growth via dividends over the long term. - International Shares – Emerging Markets
This option invests in companies listed on international stock exchanges within emerging market countries. It’s actively managed, aiming to outperform the market by selecting which companies to buy and sell. It aims to achieve capital growth and income growth via dividends over the long term.
Further information on our newest investment options can be found in our Hostplus Member Guide. If you’d like to find out more about which investment option might be right for you, the financial planning team1 would be happy to help.
1 Hostplus has engaged Industry Fund Services Limited (IFS) ABN 54 007 016 195, AFSL 232514 to facilitate the provision of personal financial advice to members of Hostplus. Advice is provided by financial planners who are Authorised Representatives of IFS. Fees may apply. Further information about the cost of advice is set out in the relevant IFS Financial Services Guide, a copy of which is available from your financial planner.
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. For a description of the target market, please read the Target Market Determination (TMD), available at hostplus.com.au.