We’re delighted to announce that our Balanced investment option has delivered a double-digit return of 10.11% for the financial year ending 30 June 2011.
This put the Fund in the top 25% of all Balanced investment options surveyed across the board. Even more importantly, our rolling ten year return of 6.12% places us outright fifth over this period. (Source: SuperRatings All Fund Crediting Rate Survey, 8 August 2011).
Given recent market conditions, this is an impressive result and further testament to our strategy to provide strong long-term investment performance results for our members, to help maximise their benefit in retirement.
It’s also worth noting that HOSTPLUS is an award winning industry super fund holding several premium ratings. This includes five apples from Chant West and SuperRatings seven year Platinum ratings – the highest ratings in their categories from these independent rating firms further demonstrates our commitment to and delivery of flexible investment options and competitive investment performance.
Investment results to 30 June 2011
* The Conservative Balanced option was introduced on 1 October 2007.
** The Indexed Balanced option was introduced on 1 December 2010.
*** The returns for these options represent a period of one month (1 June 2011 - 30 June 2011).
**** The returns for these options represent periods ending 30 November 2010. These options were closed on 1 December 2010. Please note: details of recent investment manager changes can be here.