In the 2021-22 financial year, Hostplus delivered a positive return of 1.57% for members in its Balanced (MySuper) Option, employing active management strategies to navigate difficult global investment markets.
We are very proud to be able to deliver this return for the more than 85% of Hostplus members invested in the Balanced Option, especially in a year where the industry median return for MySuper is expected to be in negative territory, according to SuperRatings’ estimates.*
By actively managing and applying a strategic asset allocation to perform under different market conditions, we can smooth out returns over the longer term, as opposed to some of the lower cost, passive products in the marketplace which are more exposed to market movements.
With more volatility anticipated in the years ahead, we encourage superannuation members to clearly understand their funds underlying investment strategies and not to focus on cost alone. Funds which adopt cheap and inactive strategies have the potential to find themselves vulnerable to sharp falls in the market.
As at 31 May 2022, close to 40% of our default Balanced Option is invested in Unlisted Assets such as property, infrastructure and private equity including venture capital, and we believe they’re a great way to spread investment risk and help to stabilise our investment portfolio.
Hostplus also achieved a positive return of 2.36% for its Socially Responsible Investment (SRI) Option, in this, the same year we announced our commitment to Net Zero 2050, further emphasising the role active management can have in delivering strong investment returns.
We are glad to be able to let members choose what they invest their money in, whilst also providing a positive net return in the 2021-22 financial year.
Hostplus manages more than AUD $86.6 billion in member’ retirement savings on behalf of more than 1.5 million members, as at 30 June 2022.
* Source: SuperRatings estimates as at 7 July 2022 https://www.lonsec.com.au/super-fund/2022/07/07/media-release-1-of-super-invested-in-1992-estimated-to-be-worth-7-67-30-years-after-the-super-guarantee-was-introduced/. Hostplus Balanced (My Super) Option annual return to 30 June 2022.
Hostplus Balanced (My Super) Option annual return since inception (Mar 1988) to 30 June 2022 is 8.787%.
Issued by Host-Plus Pty Limited ABN 79 008 634 704, AFSL 244392 as trustee for the Hostplus Superannuation Fund (the Fund) ABN 68 657 495 890, MySuper No 68 657 495 890 198.
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.
Past performance is not a reliable indicator of future performance and should never be the sole factor considered when selecting a superannuation fund.