Low cost, diversified
75% growth / 25% defensive
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.
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, passively managed investment
portfolio over the medium to long term.
Recommended investment time for accumulation investors:
Recommended investment time for pension investors:
Negative returns expected between
4-6 years out of every 20 years.
Total investment cost
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).