|  | | Hostplus PensionA Hostplus Pension allows you to establish a regular income in retirement, or while you Transition to Retirement (TTR). With flexible payment options, a wide choice of investments, online access, and competitive admin fees, you're in control of your retirement lifestyle and savings. |
|  | Product Size:
$10 Billion |
|
A Hostplus Pension allows you to establish a regular income in retirement, or while you Transition to Retirement (TTR). With flexible payment options, a wide choice of investments, online access, and competitive admin fees, you're in control of your retirement lifestyle and savings.
- Flexible payment options to suit your lifestyle, with various frequency and payment options (limits apply).
- Competitive administration fees and low minimum commencement balance: start a Hostplus Pension with as little as $10,000.
- Market-leading long-term net investment returns, particularly through our Balanced option.
- A broad range of investment options, including low-cost and socially responsible choices.
- CPIplus option designed to provide a pre-determined return above inflation (not available in Transition to Retirement (TTR).
- Choiceplus option allows direct investment in ASX-listed shares, ETFs, LICs, and term deposits for greater investment control.
- Transition to Retirement (TTR) account options let you draw income while continuing to work.
- Flexible beneficiary options to ensure your super benefits your loved ones.
- Manage your Hostplus Pension online 24/7 with easy access to account details and settings.
- Access your Hostplus Pension anytime, anywhere, using the Hostplus App.
| Investment Performance |
Growth Asset Weighting |
1 year (p.a.) |
3 years (p.a.) |
5 years (p.a.) |
10 years (p.a.) |
| MySuper - Balanced |
76% |
10.71% |
5.17% |
7.35% |
8.42% |
| Growth |
90% |
13.93% |
5.67% |
8.42% |
9.30% |
| Indexed Balanced |
75% |
18.38% |
6.98% |
7.66% |
8.01% |
| Socially Responsible Investment (SRI) - Balanced |
72% |
11.84% |
4.38% |
7.56% |
- |
| Conservative Balanced |
56% |
9.74% |
4.41% |
5.35% |
6.34% |
| Capital Stable |
37% |
7.32% |
3.55% |
3.49% |
4.50% |
| Australian Shares |
100% |
19.42% |
8.05% |
9.11% |
9.69% |
| International Shares |
100% |
17.75% |
4.05% |
8.99% |
9.50% |
| Diversified Fixed Interest |
0% |
7.28% |
-0.46% |
-0.03% |
2.63% |
| Cash |
0% |
4.33% |
2.83% |
1.82% |
1.76% |
Performance to September 30, 2024. Net investment returns represent the rate of return on investments after investment-related fees, costs and taxes have been deducted. Administration and other fees apply. - Limited Advice
- Full Financial Planning
| Fees* |
| Entry/Joining fee |
Nil |
| Contribution fee |
Nil |
| Administration fee |
$4.50 per week |
| Buy-sell spread |
Nil |
| Switching fee |
Nil |
| Advice fee |
Nil |
| Other |
$62.54pa** deducted from the Fund's Administration Reserve throughout the year (and not from your account). Other fees and costs may apply, such as activity fees, advice fees for personal advice, insurance fees and Choiceplus investment option fees. Investment fees and transaction costs also apply, which vary according to your chosen investment options. |
| Investment fee |
Investment fees and transaction costs which vary according to your chosen investment option. Please refer to the Product Disclosure Statement at hostplus. com.au/about-us/legals/pds for further details. |
| Exit fee |
Nil |
*Other fees and costs apply.
**This is an estimate based on the previous financial year.
| Service Providers |
| Administrator |
MUFG/Australian Administration Services Pty Limited (AAS) |
| Asset Consultant |
JANA Investment Advisers |
| Custodians |
Citigroup Pty Limited, Pacific Custodians Pty Ltd |
This information is general advice only and does not take into account your personal objectives, financial situation or needs. You should consider if this information is appropriate for you in light of your circumstances before acting on it. Please read the relevant Hostplus Product Disclosure Statement (PDS), available at hostplus.com.au before making a decision about Hostplus. For a description of the target market, please read the Target Market Determination (TMD), available at hostplus.com.au. Past performance is not a reliable indicator of future performance. Issued by Host-Plus Pty Limited ABN 79 008 634 704, AFSL 244392 as trustee for the Hostplus Superannuation Fund ABN 68 657 495 890. | 
