In great news for investors, Hostplus Self-Managed Invest (SMI) delivered positive returns for the financial year across all investment options.
Investors in our Balanced option received a return of 10.78% for the year to 30 June 2025, while investors in our Indexed Balanced option received an impressive 12.02%.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 investors.
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 SMI investment options all delivered positive returns over the past 12 months.
Looking beyond just the past year, our SMI balanced options with longer histories have generated positive returns over 5 and 7 years, as shown below.
| Investment option returns to 30 June 2025 | ||||
|---|---|---|---|---|
| Investment option | 1 year | 3 yrs p.a. | 5 yrs p.a. | 7 yrs p.a. |
| Diversified Fixed Interest - Indexed | 4.94% | 2.69% | - | - |
| Capital Stable | 7.98% | - | - | - |
| Conservative Balanced | 9.88% | - | - | - |
| Socially Responsible Investment (SRI) - Balanced | 10.33% | - | - | - |
| Balanced | 10.78% | 8.74% | 9.61% | 7.47% |
| Property | 2.34% | -2.41% | 3.24% | - |
| Infrastructure | 10.74% | 9.95% | 9.57% | - |
| Indexed Balanced | 12.02% | 12.16% | 9.59% | 8.04% |
| International Shares - Emerging Markets | 15.65% | 9.78% | - | - |
| Australian Shares - Indexed | 13.20% | 13.10% | - | - |
Source: Hostplus data as of 30 June 2025. Returns are net of investment fees and costs. Other fees and costs apply. Refer to the Hostplus Self-Managed Invest (SMI) Product Disclosure Statement for more information, available at hostplus.com.au/smi. Past performance is not a reliable indicator of future performance.
These great long-term results show that our investment strategy is working hard for our members and investors. That’s a plus.
Get help when you need it
If you’d like help understanding how your super is performing, contact us today on 1300 350 819.
1. Source: Hostplus data as of 30 June 2025. Returns are net of investment fees and costs. Other fees and costs apply. Refer to the Hostplus Self-Managed Invest (SMI) Product Disclosure Statement for more information, available at hostplus.com.au/smi. Past performance is not a reliable indicator of future performance.