Daily liquidity across
six investment options

Freedom to access funds when it matters.

Register todayDownload our Adviser Brochure

Daily liquidity across six investment options

Freedom to access funds when it matters.

Register Today

Daily liquidity across six investment options

Freedom to access funds when it matters.

Register Today

Hostplus Indexed Balanced Option

Low cost, diversified

Passively  managed

75% growth / 25% defensive

High risk

Hostplus’ Indexed Balanced Option is one of the lowest-cost diversified options available in the market today1. It employs passive investment management strategies across a mix of growth and defensive assets to target index-like returns for each underlying asset class. The Indexed Balanced Option is globally diversified across international equities (partially hedged to reduce the amount of foreign currency exposure), Australian equities, international fixed interest, Australian fixed interest and cash asset classes.

Target return over 20-year period

Accumulation:

CPI + 2.50%

Pension:

CPI + 3.00%

1 year return for the year
ending 30 April 2021

Accumulation:

19.69%

Pension:

22.35%

SMI Investment returns

Hostplus has a proven history of market-leading investment returns, but impressive results are only part of the package2. 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.

Who is this suited to?

SMSF investors who want a low-cost,
passively managed, diversified
portfolio with a proven track record.

Recommended investment time for accumulation investors:

5+ years

Recommended investment time for pension investors:

5+ years

Investment risk

High
Negative returns expected between
4-6 years out of every 20 years

Where is your client's super invested?

Breaking down the fees

SMI product fees

Administration fee

$165 p.a.

Joining fee

$240

Costs for this investment option

Total investment cost

0.06% p.a.

The joining and admin fees are deducted once per portfolio. If the portfolio contains more than one investment option, the joining fee is proportionately charged to each investment option.
For full details of the fees and costs, including definitions of each fee and cost, please refer to our Additional Information Brochure (544kb).

Join in 3 easy steps

We win awards

Hostplus is recognised as an industry leader, with a commitment to putting more into our investors' pockets.

Top-performing
investment managers

Our investment funds are managed
by some of the world’s largest and
top-performing asset managers.
View our investment managers
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