Hostplus' Self-Managed Invest (SMI) continues to deliver strong results, backed by global market momentum and a well-diversified investment strategy.
Our SMI Balanced option delivered a return of 3.33% for the September quarter and has delivered 9.84% per annum over the past five years.1
Global share markets climbed again through the September quarter, continuing a long rally since April. US shares outperformed Australian shares, driven by tech giants like Apple, Meta and Amazon, and better-than-expected
US economic growth.
Good investing isn’t only about benefiting from rising markets, though. It’s also about anticipating potential downturns and limiting their impact. That’s why we invest in a wide range of assets, not just listed shares.
Our strong, long-term returns are just one reason Hostplus has been named number one – three times over. This year alone we've been awarded Best Super Fund by both Money magazine and Mozo, and Provider of the Year by Finder. It’s more proof that your super is in good hands.
Watch Sam Sicilia, Chief Investment Officer, provide an update on our investment performance.
All of Hostplus' SMI investment options delivered positive returns over the 12 months to 30 September 2025.
Our SMI balanced options with longer histories have also generated positive returns over 5 and 7 years, as shown below.
| Investment option returns to 30 September 2025 | ||||
|---|---|---|---|---|
| Investment option | 1 year | 3 yrs p.a. | 5 yrs p.a. | 7 yrs p.a. |
| Bonds - Indexed | 2.49% | 3.70% | - | - |
| Stable | 7.28% | - | - | - |
| Conservative | 9.62% | - | - | - |
| Socially Responsible Investment (SRI) - Balanced | 10.34% | - | - | - |
| Balanced | 11.18% | 10.19% | 9.84% | 7.75% |
| Property | 3.17% | -2.82% | 3.31% | - |
| Infrastructure | 9.74% | 9.50% | 9.65% | - |
| Indexed Balanced | 11.59% | 13.97% | 10.09% | 8.22% |
| International Shares - Emerging Markets | 21.02% | 14.81% | - | - |
| Australian Shares - Indexed | 10.37% | 14.30% | - | - |
Source: Hostplus data as of 30 September 2025. Returns are net of investment fees and costs. Other fees and costs apply. Refer to the Hostplus Self-Managed Invest (SMI) Product Disclosure Statement for more information, available at hostplus.com.au/smi. Past performance is not a reliable indicator of future performance.
These impressive results show the power of diversification, active management, and sticking to a long-term plan.
Get help when you need it
If you’d like help understanding how your super is performing, contact us today on 1300 350 819.
1. Source: Hostplus data as of 30 September 2025. Returns are net of investment fees and costs. Other fees and costs apply. Refer to the Hostplus Self-Managed Invest (SMI) Product Disclosure Statement for more information, available at hostplus.com.au/smi. Past performance is not a reliable indicator of future performance.