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Fund profiles
| HOSTPLUS |
 |
| Principal Contact: |
Steve Rowbottom Executive Manager Finance |
Telephone: Member Telephone: Facsimile: |
(03) 8636 7777 1300 467 875 1800 467 875 |
|
Address: |
Level 9 114 William Street Melbourne VIC 3000 |
Website: Email: |
hostplus.com.au info@mail.hostplus.com.au | |
|
Overview:
 |
HOSTPLUS is the national superannuation fund for the hospitality, tourism, recreation and sport industries, established in 1987. Over 977,000 members currently enjoy the benefits of being with HOSTPLUS . With more than 81,000 employers, the Fund has total assets in excess of $9.3 billion. HOSTPLUS is run to benefit members. There are no commissions paid to financial advisers and no dividends are paid to shareholders. |
| Year of Establishment: |
1987 |
| Value of Funds: |
$9.3 billion (as at 31 May 2011) |
| Key Features: |
- Consistent long-term investment performance - 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 options to suit your needs. HOSTPLUS has returned above average investment returns on our balanced (default) option over the last 5, 7 and 10 years.
Source: SuperRatings Fund Crediting Rate Survey - SR50 Balanced (60-76) Index, 30 April 2011.
- Low fees - HOSTPLUS’ fees are amongst the lowest of all super funds in Australia at $1.50 per week. And this fee has remained the same for over seven year. Like most super funds investment expenses also apply.
- Run to benefit members – HOSTPLUS is run to benefit members, this means we don't pay commissions tp advisers or dividends to stakeholders. All monies are re-invested for the benefit and members.
- Freedom to choose your investment strategy - HOSTPLUS gives a broad range of investment options to choose from.
- Insurance for extra peace of mind – As a HOSTPLUS member you have access to affordable insurance options, including cover for Death and Total and Permanent Disability, Death Only and Salary Continuance insurance cover.
- 24-hour access – Visit hostplus.com.au anytime to get the latest information about your superannuation and HOSTPLUS.
- Take your account wherever you go – If you change jobs, you can still be a HOSTPLUS 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 - and opportunity to register to attend sporting events
- Even MORE for members - Our HOSTPLUS education program includes a dedicated website, factsheets, tools and resources as well as access to Scott Pape, the Barefoot Investor, visit hostplus.com.au/education to find out more.
|
| 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 |
|
|
1yr |
3yr |
5yr |
| Capital Stable |
30% |
9.09% |
4.11% |
5.30% |
| Conservative Balanced* |
50% |
9.57% |
4.32% |
- |
| Indexed Balanced** |
|
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% |
6.09% |
| 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 introduced on 1 December 2010. For a full list of HOSTPLUS investment options, including details of the 8 individual manager options, please visit hostplus.com.au
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