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Investment performance

When you consider the performance of any investment, remember to look at its long-term performance, as markets can fluctuate in the short term. 

Also consider how each investment option has performed in relation to its objectives.

Looking for Pension investment performance?

Pre-mixed investment options

Net investment returns as at 30 June 2024

Unit price
Investment option3 mths (%p.a.)FYTD*(%p.a.)1 yr (%p.a.)3 yrs (%p.a.)5 yrs (%p.a.)7 yrs (%p.a.)10 yrs (%p.a.)17/07/2024
Growth Plus1   -   -   -   -   -   -   -
1.33790
Growth
-0.11
12.80
12.80
6.09
8.24
8.09
8.46
4.31855
Balanced
-0.03
9.34
9.34
4.24
5.88
6.09
6.69
3.82729
Stable
0.03
6.18
6.18
1.40
2.77
3.22
3.67
2.38570

Conservative (Premium Income)2

-0.08
4.30
4.30
0.11
1.26
2.01
2.62
   - 

 

 

 

Sector investment options

Net investment returns as at 30 June 2024Unit price
Investment option3 mths (%p.a.)FYTD*(%p.a.)1 yr (%p.a.)3 yrs (%p.a.)5 yrs (%p.a.)7 yrs (%p.a.)10 yrs (%p.a.)

17/07/2024

Cash
0.95
3.76
3.76
2.10
1.43
1.43
1.55
1.83504
Australian Shares
-0.92
16.04
16.04
4.72
6.78
6.85
7.55
3.46224

International shares
-1.12
11.86
11.86
6.75
10.15
9.46
9.82
4.44510
Australian Property
-4.87
20.42
20.42
4.77
4.21
6.93
8.04
3.26884
Global Property
-0.69
4.38
4.38
-2.89
-1.22
1.19
2.96
2.06431
Bonds-0.58
2.42
2.42
-1.88
-0.43
0.79
1.97
1.85400

 


 

 

Further information:

* Financial year to date

1 Inception of the Growth Plus option began on 1 July 2024

2 The Conservative option was closed 30 June 2024. Click here to see more information.

Please note: The net investment returns in the above tables are net of investment fees and taxes.

Disclaimer: Future investment performance can vary from past performance, and you should not base your decision to invest in REI Super simply on past performance. Past earning rates are not an indicator of future earning rates. The investment returns of REI Super are not guaranteed, and the value of the investment may rise or fall.

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