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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 31 October 2023

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.)22/11/2023
Growth
-6.42
-4.03
5.368.72
6.59
6.937.28
3.77197
Balanced-4.82-3.113.776.264.845.265.94
3.45808
Stable-3.57-2.571.651.531.97
2.50
3.14
2.22701

Conservative (Premium Income)1

-2.61-2.071.03-0.650.98
1.50
n/a
1.25926

 

 

Sector investment options

Net investment returns as at 31 October 2023Unit 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.)

22/11/2023

Cash
0.92
1.243.21
1.38
1.13
1.23
1.43
1.79301
Australian Shares-6.11-3.215.155.735.72
5.48
5.73
2.90486
International shares-5.47-3.728.809.228.058.929.12
3.90972
Australian Property-10.33-7.34-3.322.662.20
3.51
6.04
2.52585
Global Property-11.77
-9.68
-9.26
1.08
-2.07
-0.192.27
1.80947
Bonds
-2.53
-2.29
-0.63
-3.61
-0.17
0.40
1.87
1.79657

 

 

Further information:

* Financial year to date
1 The Conservative option is now closed to new members. 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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