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Self-Managed Invest Adviser.

Hostplus Self-Managed Invest (SMI) provides you and your Self-Managed Super Fund (SMSF) clients access to Hostplus’ flexible, unique and market-leading investment options that leverage our investment expertise and scale. The Hostplus SMI adviser portal allows registered and licenced financial advisers to easily create and manage their clients Hostplus SMI applications and records.

View the Self-Managed Invest brochure for Advisers

This publication is solely for the information of the financial services professional.

Register for access to SMI adviser portal

The Hostplus SMI adviser portal allows registered and licenced financial advisers to easily create and manage their clients Hostplus SMI applications and records.

A premium investment offering.

Hostplus SMI delivers a select investment menu of distinctive property and infrastructure managers and investments, including the IFM Australian Infrastructure Fund and Industry Super Property Trust (ISPT) Core Fund, as well as Hostplus’ market-leading Balanced and low-cost Indexed Balanced options. Together, these high-quality investment options could provide your clients with greater diversification, value and performance.

The Hostplus Self-Managed Invest product is issued by Host-Plus Pty Limited ABN 79 008 634 704, AFSL 244392 as trustee for the Hostplus Pooled Superannuation Trust (PST) ABN 13 140 019 340.

How it works.

Hostplus SMI, allows your SMSF clients to  pool their funds with the money of other SMSF investors’ and Hostplus members and invest it on their behalf.

Investment options offered within the Trust are divided into units, which you are allocated based on the value of the investment and the relevant unit price.

Each investment option is designed with different investment objectives, strategies and risk profiles, established by Hostplus in consultation with our asset consultant, JANA Investment Advisers Pty Ltd (JANA). Together, we closely monitor and regularly review the performance of each investment option as well as individual managers.

Investment portfolios that make up the respective investment options are managed by professional, reputable managers selected by Hostplus.

Awards and Ratings. 

Combining the investment experience of Hostplus and flexibility of a self-managed super fund, it is no wonder that Hostplus SMI  has recently been awarded SuperRatings ‘Best New Innovation 2020’ and Money Magazine’s ‘Best Innovative Super Service’.

Four of our investment options, (including our Balanced, Indexed Balanced, Infrastructure and Property Options) have been independently reviewed and rated  by Lonsec. Please see below for further information on each rating*.

*The Lonsec Ratings (assigned as follows: Hostplus Balanced Option — May 2019; Hostplus Indexed Balanced Option — May 2019; Hostplus Property PST – August 2019; Hostplus infrastructure PST- August 2019) presented in this document are published by Lonsec Research Pty Ltd ABN 11 151 658 561 AFSL 421445. The Ratings are limited to “General Advice” (as defined in the Corporations Act 2001 (Cth)) and based solely on consideration of the investment merits of the financial products. Past performance information is for illustrative purposes only and is not indicative of future performance. They are not a recommendation to purchase, sell or hold Hostplus] products, and you should seek independent financial advice before investing in these products. The Ratings are subject to change without notice and Lonsec assumes no obligation to update the relevant documents following publication. Lonsec receives a fee from the Fund Manager for researching the products using comprehensive and objective criteria. For further information regarding Lonsec’s Ratings methodology, please refer to our website at: http://www.lonsecresearch.com.au/research-solutions/our-ratingsRatings are only one factor to be taken into account when deciding whether to invest in a financial product.

Hostplus' Balanced Option is our 'flagship' default investment option for superannuation members. Now, we offer SMSF investors a rare opportunity to share in Hostplus' industry-leading returns in our Balanced Option.

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Lonsec Rating*: Investment Grade

Click here to view the Lonsec rating in full

This publication is not to be circulated or distributed and is solely for the information of the financial services professional.

Hostplus’ Indexed Balanced Option is one of the lowest-cost diversified options available in the market today. It employs passive investment management strategies across a mix of growth and defensive assets to target index-like returns for each underlying asset class.

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Lonsec Rating*Recommended 

Click here to view the Lonsec rating in full

This publication is not to be circulated or distributed and is solely for the information of the financial services professional.

The Property Investment Option provides investors with exposure to comprehensive and diversified portfolios of real property assets across the industrial, retail, residential and commercial sectors. Investments in this option are managed by some of the largest and most experienced investment managers in the domestic and international marketplace.

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Lonsec Rating*: Investment Grade

Click here to view the Lonsec rating in full

This publication is not to be circulated or distributed and is solely for the information of the financial services professional.

The Hostplus Industry Super Property Trust – Property Investment Option provides access to a diversified portfolio of Australian property assets across the commercial, retail and industrial sectors.

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Hostplus' infrastructure investments are selected to build a well-diversified global portfolio of managers and assets, which offers a strong mix of cash yield and capital growth.

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Lonsec Rating*: Investment Grade

Click here to view the Lonsec rating in full

This publication is not to be circulated or distributed and is solely for the information of the financial services professional.

The IFM – Australian Infrastructure Option provides access to a diversified portfolio of Australian infrastructure assets, comprising an extensive collection of ports, airports, roads and utilities. IFM Investors is a globally-renowned Australian investment manager that has been managing infrastructure investments for over 20 years.

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