76% growth / 24% defensive
Medium to high risk
Hostplus’ Balanced Option is our ‘flagship’ default investment option for superannuation members. It’s diversified across a range of growth and defensive assets, with nearly half of its investments in unlisted assets, such as property, infrastructure and private equity, that are not traded on public exchanges like the ASX. Actively managed, its returns are industry-leading and historically above benchmark1.
CPI + 4.00%
CPI + 5.00%
Hostplus has a proven history of market-leading investment returns, but impressive results are only part of the package1. Our unit price structure, provides an improved liquidity position of typically illiquid assets and gives you flexibility to switch between investment options as often as you like.
SMSF investors who want an extensively diversified, actively managed investment portfolio over the medium to long term.
Recommended investment time for accumulation investors:
Recommended investment time for pension investors:
Medium to high
Likelihood of negative returns expected in between
3 to less than 4 out of every 20 years.
Total investment cost
Total investment fee
A one-off joining fee will be charged at the time of opening an SMI account and a single $165 p.a administration fee applies irrespective of the number or amount of investments in SMI. For full details of the fees and costs, including definitions of each fee and cost, please refer to our Additional Information Brochure (544kb).