Daily liquidity across
six investment options

Freedom to access funds when it matters.

Join today

Daily liquidity across six investment options

Freedom to access funds when it matters.

Join 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 September 2021

Accumulation:

18.46%

Pension:

20.82%

SMI Investment returns

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.

Who is this suited to?

Eligible investors with a five years plus investment horizon in pursuit of a passively managed, diversified, pre-mixed investment option. The Indexed Balanced option has been designed for members with a primary focus on minimising fees and has the lowest Total Investment Cost of the Hostplus pre-mixed options.

This option aims to track established market indices. Compared to our default Balanced option, Indexed Balanced does not invest in unlisted assets and instead has a higher allocation to listed equities, fixed interest, and cash.

Recommended investment time for accumulation investors:

5+ years

Recommended investment time for pension investors:

5+ years

Investment risk

High
With likelihood of negative returns being 4 to less than 6 years out of every 20 years.

Where is your super invested?

Breaking down the fees and costs

SMI product fees

Administration fee

$165 p.a.

Joining fee

$240

Costs for this investment option

Total investment cost

0.06% p.a.

A one-off joining fee will be charged at the time of opening an SMI account and an administration fee of $165 p.a. will be deducted (irrespective of the number or value of investments held in the account). For full details of fees and costs,
including definitions and explanations of each fee and cost, please refer to our Additional Information Brochure (544kb).

Join in 3 easy steps

Key documents

Product Disclosure Statement

Download (277kb)

Download Investor Brochure

Download (303kb)

Additional Information Brochure

Download (544kb)

Financial Services Guide

Download (635kb)

Product Disclosure Statement

Download (277kb)

Download
Investor Brochure

Download (250kb)

Additional Information Brochure

Download (277kb)

Financial Services Guide

Download (277kb)

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

1. The Hostplus Indexed Balanced option has the lowest fees based on investment options with 60-100% growth assets for public offer funds only as at 1 March 2021. Fees include percentage-based administration fees, member fees, investment management fees (including performance-based fees), indirect cost ratios and taxes. Investment fee comparison using SuperRatings SMART fee calculator as 1 March 2021 based on a super account balance of $50,000.

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