Investment Performance

Maritime Super investment performance

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For more information on the past performance of Maritime Super's former investment options prior to 30 April 2021, refer to our fact sheet here.

 

Hostplus historical investment performance

Since 30 April 2021, Maritime Super's assets have been invested in the Hostplus Pooled Superannuation Trust (PST).  This meant that, from that date, Maritime Super's former investment options were closed. Each of the former Maritime Super investment options were replaced with the Hostplus investment option that most closely matched their investment profile. To help you understand more about the Hostplus investment options that the Maritime Super investment options are now matched to, the table below shows the longer-term performance of those Hostplus PST investment options. As you can see, the table below covers periods before our investment in the PST (i.e. which are investment returns which Maritime Super members did not have access to).


Important notice: The returns set out below do not represent the actual investment performance of Maritime Super or any Maritime Super investment options.  The returns are returns of the Hostplus investment options which are closely matched to the new Maritime Super investment options.  In particular, it is important to understand there are differences between the returns set out below and the returns that would have been achieved by Maritime Super over the same time periods. The returns are therefore provided for information purposes only and should not be confused with actual Maritime Super returns.

 

Accumulation – Net Investment Returns as at 30 September 2021 

1 3 5 7 10
Options 1 year        3 years pa 5 years pa 7 years pa 10 years pa
Australian Shares 31.33% 9.64% 10.99% 10.41% 11.57%
International Shares 23.28% 12.82% 14.08% 11.93% 13.49%
Shares Plus 24.93% 10.76% 11.80% 10.90% 11.68%
Balanced  23.85% 9.38% 10.32% 9.84% 10.60%
Indexed Balanced 18.46% 8.39% 9.11% 8.45% 10.01%
Socially Responsible Investment 26.32% 10.51% N/A N/A N/A
Conservative Balanced 13.51% 6.39% 7.37% 7.18% 8.03%
Capital Stable 8.10% 3.75% 4.80% 4.92% 5.85%
Cash 0.05% 0.79% 1.06% 1.30% 1.75%

 

Pension – Net Investment Returns as at 30 September 2021  

1 3 5 7 10
Options 1 year        3 years pa 5 years pa 7 years pa 10 years pa
Australian Shares 34.94% 10.51% 12.07% 11.52% 12.76%
International Shares 25.81% 14.21% 15.68% 13.44% 15.18%
Shares Plus 28.12% 12.01% 13.17% 12.20% 13.06%
Balanced  27.39% 10.67% 11.61% 11.08% 11.83%
Indexed Balanced 20.83% 9.39% 10.28% 9.48% 11.10%
Socially Responsible Investment 29.85% 11.81% N/A N/A N/A
Conservative Balanced 15.26% 7.16% 8.32% 8.13% 9.05%
Capital Stable 9.14% 4.20% 5.44% 5.60% 6.63%
Cash 0.07% 0.93% 1.25% 1.53% 2.07%

 

Important notice: The net investment returns shown above are offered as a guide on the risk and return profile of PST’s investment options to provide a longer-term view of investment performance. Returns are based on unit price movements and are net of tax and asset- based fees, where applicable.


Remember, all investments carry risk and can go up and down in value. Past performance is not necessarily indicative of future performance. It's important to remain focused on your long-term investment goals and keep short-term performance in perspective.


The information contained on this page is of a general nature, is not intended to be financial product advice and does not take your personal financial circumstances into account. Before acting on any information contained on this page you should first consider its appropriateness to your financial circumstances. If you have any doubts or require further assistance you may wish to seek the advice of a professional financial adviser.
 

 
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