Fund profiles
| HOSTPLUS Executive |
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Overview:
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HOSTPLUS Executive provide you with choice, flexibility, control, and service. HOSTPLUS is the national superannuation fund for the hospitality, tourism, recreation and sport industries, established in 1987. HOSTPLUS Executive is an exclusive and customised superannuation choice providing new levels of flexibility and service. HOSTPLUS is run to benefit members. There are no commissions paid to financial advisers and no dividends are paid to shareholders. |
| Year of Establishment: |
2005 |
| Value of Funds: |
$9.3 billion (as at 31 May 2011) |
| Key Features: |
- Consistent long-term investment. Super is a long term investment for most people. And that's why we are committed to providing you with consistent long term investment returns. And we offer you a broad range of investment returns to suit your needs. HOSTPLUS Executive has returned above average investment returns on our Balanced (default) option over the last 5, and 7 years. Source: SuperRatings Fund Crediting Rate Survey – SR50 Balanced (60-76) Index, 30 April 2011.
- Low fees– HOSTPLUSExecutive’s fees are competitive at $2.00 per week. Like most super funds investment expenses also apply.
- Run to benefit members– HOSTPLUS Executive is run to benefit members.
- Freedom to choose your investment strategy- HOSTPLUS gives you a broad range of investment options to choose from.
- Insurance for extra peace of mind– As a HOSTPLUS Executive member you have access to affordable insurance options, including cover for Death and Total and Permanent Disability, Death Only and Salary Continuance insurance cover. Employer groups can also obtain insurance tailored to suit their employees; this may include Salary Linked, Fixed Benefit and Fixed Cost options.
- 24-hour access– Visit hostplusexecutive.com.au anytime to get the latest information about superannuation and HOSTPLUS.
- Take your account wherever you go– If you change jobs, you can still be a HOSTPLUS Executive member and enjoy the many benefits.
- Enjoy the extras of our Additions program- Our Additions program provides benefits right away including, HOSTPLUS Travelclub, Low cost banking, Private Health Insurance at special rates and affordable Financial Planning Services.
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| Administrator: |
Superpartners |
| Auditor: |
PriceWaterhouseCoopers |
| Custodian: |
JP Morgan Chase Bank N.A. |
| Asset Consultant: |
JANA Investment Advisers |
| Insurer: |
OnePath |
Investment Performance
(crediting rates) |
Growth Asset Weighting |
Performance to 31 May 2011 |
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|
1yr |
3yr |
5yr |
|
| Capital Stable |
30% |
9.09% |
4.11% |
5.30% |
| Conservative Balanced * |
50% |
9.57% |
4.32% |
- |
| Indexed Balance ** |
|
3.02% |
- |
- |
| Balanced |
76% |
9.22% |
-0.41% |
3.39% |
| Shares Plus |
85% |
10.43% |
0.28% |
3.86% |
| Cash |
0% |
4.92% |
4.81% |
5.23% |
| Diversified Fixed Interest |
0% |
7.62% |
6.98% |
6.04% |
| Property |
40% |
5.15% |
-0.88% |
4.36% |
| Australian Shares |
100% |
11.54% |
2.85% |
6.12% |
| International Shares |
100% |
13.77% |
-2.39% |
0.56% | |
Performance is not a guide to future performance. The 1 year performance figures are the net fund earning rate and the 3 and 5 year performance figures are the effective compound rates.
* This investment option was introduced on 1 October 2007.
** The return for the Indexed Balanced option represents a period of 6 months (31 December 2010 - 31 May 2011). This option was was introduced on 1 December 2010.
For a full list of HOSTPLUS investment options, including details of the 8 individual manager options, please visit hostplusexecutive.com.au
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