Investment objectives and strategies
Achieve positive returns (after fees and tax) that exceed the return on cash over rolling three year periods.
Provide stable returns through an asset mix that maximises the prospect of positive rate of return each financial year.
Achieve returns that are above the average returns of other similar funds.
Risk / return profile
Investment style
Most conservative and low-risk of the HOSTPLUS pre-mixed investment options.
Contains a higher percentage of defensive assets (cash and diversified fixed interest) than the Balanced and Shares Plus options.
Asset mix
| |
Range |
Benchmark |
| Growth assets |
|
30% |
| Australian shares |
5-20% |
11% |
| International shares |
5-15% |
9% |
| Unlisted assets |
|
|
| - Infrastructure |
0-10% |
4% |
| - Private equity |
0-5% |
0% |
| - Alternatives |
0-10% |
1% |
| Property |
0-10% |
5% |
| Defensive assets |
|
70% |
| Unlisted assets |
|
|
| - Infrastructure |
0-5% |
1% |
| - Private Equity |
0-5% |
0% |
| - Alternatives |
0-5% |
2% |
| Property |
0-15% |
7% |
| Australian fixed interest |
10-30% |
20% |
| International fixed interest |
10-30% |
20% |
| Cash |
10-40% |
20% |
|
For past performance information about this option click here.
Click here for a summary to compare our pre-mixed options and find out which option best suits you.