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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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