Share markets delivered solid returns over the calendar year, with some ups and downs along the way.
US shares surged by more than 20%, while Aussie shares also rallied, returning over 11% for the year.
Nine out of ten of Hostplus’ Self-Managed Invest (SMI) options delivered positive returns in 2024.
Watch David Elia, Chief Executive Officer, provide an update on our investment performance.
Our SMI Balanced option returned 10.21% over the quarter. Our SMI Indexed Balanced option also performed well, returning 14.16%.
Over the longer term, SMI balanced options with longer histories have generated positive returns over 5 and 7 years, as shown below.
| Investment option returns to 31 December 2024 | ||||
|---|---|---|---|---|
| Investment option | 1 year | 3 years p.a. | 5 years p.a. | 7 years p.a. |
| Diversified Fixed Interest - Indexed | 1.99% | - | - | - |
| Capital Stable | 6.31% | - | - | - |
| Conservative Balanced | 8.85% | - | - | - |
| Socially Responsible Investment (SRI) - Balanced | 8.88% | - | - | - |
| Balanced | 10.21% | 5.20% | 7.17% | 7.51% |
| Property | -6.40% | 0.12% | 2.46% | - |
| Infrastructure | 9.89% | 9.80% | 7.97% | - |
| Indexed Balanced | 14.16% | 6.55% | 7.60% | 7.84% |
| International Shares - Emerging Markets | 14.54% | - | - | - |
| Australian Shares - Indexed | 11.22% | - | - | - |
Source: Hostplus data as at 31 December 2024. 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 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.