REI Super’s key investment options delivered positive returns for the June quarter 2026, supported by a strong rebound in global shares, resilient fixed-income markets and solid returns from listed property. This update explains what happened in markets, how REI Super’s Balanced, Growth and Pension Balanced options performed, and what the results may mean for super and pension members.
REI Super’s Pension Balanced option returned 4.70% for the June quarter and 8.06% over the year to June 2026. The Balanced option for super members returned 4.41% for the quarter and 6.94% over the year to June 2026. The Growth option for super members delivered a 5.53% return for the quarter and 8.21% for the same period.
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| Performance | 3 mths
(%) | FYTD*
(%) | 1 yr
(%) | 3 yrs
(% p.a.) | 5 yrs
(% p.a.) | 7 yrs
(% p.a.) | 10 yrs
(% p.a.) |
|---|
| Balanced (Super) | 4.41 | 6.94 | 6.94 | 8.88 | 5.99 | 6.69 | 6.86 |
| Growth (Super) | 5.53 | 8.21 | 8.21 | 11.17 | 7.79 | 8.87 | 8.95 |
| Balanced (Pension) | 4.70 | 8.06 | 8.06 | 9.89 | 6.37 | 7.11 | 7.22 |
1The above table's net investment returns are as of 30 June 2026 and are net of investment fees and taxes.
View the latest investment performance for all investment options.
Overview of June quarter investment performance
- Global shares rebounded strongly over this quarter, materially outperforming Australian shares and reversing much of the weakness experienced earlier in the year.
- Emerging markets were the standout market segment, led by exceptional returns from Korea and Taiwan, while technology was the main driver of global equity market performance.
- Australian shares generated solid gains, although sector performance remained highly dispersed, with Consumer Discretionary, Information Technology and A-REITs outperforming, while Energy and Health Care lagged.
- Fixed-income markets were mostly positive for the quarter, with credit, high-yield bonds and emerging market debt outperforming government bonds.
How did global shares perform compared with Australian shares?
Global shares significantly outperformed local shares during the quarter, with the MSCI ACWI ex Australia Index returning 13.77% in Australian dollar terms. US markets delivered strong gains, while emerging markets were the best-performing region overall, with Korea and Taiwan producing particularly strong results.
US equities were a major contributor to performance, with both the MSCI USA Index and the S&P 500 returning approximately 15.2% over the period. European markets also delivered strong gains, particularly the Netherlands (+37.01%), Austria (+23.38%) and Spain (+16.03%), while Japan advanced 16.68%.
Emerging markets were the strongest-performing region globally. The MSCI Emerging Markets Index returned 22.64% in Australian dollar terms and 24.12% in local currency terms. Performance was led by Korea, which gained 89.74%, and Taiwan, which rose 48.33%.
Why did technology stocks remain a key driver of returns?
Technology was the dominant global investment theme during the quarter. The MSCI World Information Technology Index rose 33.8%, while emerging markets technology shares delivered even stronger returns, highlighting continued investor demand for technology-related businesses and helping drive broader emerging market performance
How did Australian shares perform during the June quarter?
The Australian share market delivered a positive return during the quarter, with both the S&P/ASX 200 Index and S&P/ASX 300 Index finishing higher. Consumer Discretionary, Information Technology and A-REITs were among the strongest-performing sectors, while Energy and Health Care lagged.
How did bonds and credit investments support returns?
Fixed-income markets were generally positive. Government bonds delivered modest gains, returning around 2.71% for the quarter, while credit investments, high-yield bonds and emerging market debt outperformed. This provided an additional source of returns and reinforced the benefits of diversification.
How was listed property a standout asset class?
Listed property was one of the standout asset classes during the quarter. Australian A-REITs returned 13.55%, while global listed property also delivered strong gains, returning 10.50%. Global infrastructure also produced positive returns, although performance was more modest than listed property. The Morningstar Global Equity Infrastructure NR Index returned 3.31% across the quarter, hedged to Australian dollars.
How did currency movements affect international investments?
Currency movements can affect the value of overseas investments when returns are converted back into Australian dollars. During the June quarter, the Australian dollar was generally stronger against several major currencies in April and May before easing back in June. It remained relatively strong against the Japanese yen, traded around the middle of its recent range against the US dollar and euro, and remained weaker against the British pound.
What this means for super members
This quarter was a reminder that markets can quickly recover after periods of uncertainty. Strong returns from global shares, supported by positive returns from bonds, credit and property, helped drive overall investment outcomes.
For super members, remaining focused on long-term goals remains important. While individual markets and sectors may experience periods of strength or weakness, diversified portfolios are designed to provide exposure to a broad range of opportunities while helping manage risk over time.
What this means for pension members
For pension members drawing an income from their Pension Account, the quarter delivered a reassuring combination of growth and stability.
While global share markets generated strong returns, positive contributions from bonds, credit investments and listed property helped support portfolio resilience. Maintaining a mix of growth and defensive assets remains important in retirement, helping balance today's income needs with the potential for longer-term growth.
Tools & calculators
Market updates can be a useful reminder to check whether your super and retirement plans are still aligned with your goals. Whether you're building your super or drawing an income in retirement, REI Super offers a range of online tools to help you make informed decisions.
- Retirement Calculator: Estimate how much you could have at retirement, how long your savings may last and the level of income you may need throughout retirement.
Try the calculator.
- Risk Profile Quiz: Learn more about your investment style and the level of investment risk you're comfortable taking. Take the quiz.
Changes to the Balanced Portfolio over the June quarter 2026
• During the quarter, REI Super increased the portfolio’s allocation to opportunistic credit investments to capture attractive opportunities across a range of credit markets.
• The portfolio reduced its exposure to UK shares following a period of strong relative performance.
Need advice about your super?
Whether you're building your super, preparing for retirement, or already enjoying retirement, our Super Specialists can help you understand your options and make informed decisions about your future.
Call our friendly team on 1300 13 44 33.
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Past performance is not a reliable indicator of future performance. Returns are not guaranteed. Returns are as at 30 June 2026. Investment returns are calculated after allowing for investment related fees, costs and taxes.
The information contained in this article does not constitute financial product advice. REI Super does not give any warranty to the accuracy, completeness or currency of the information provided. Although REI Super makes every reasonable effort to maintain current and accurate information, you should be aware that there is still the possibility of inadvertent errors and technical inaccuracies. REI Superannuation Fund Pty Ltd ABN 68 056 044 770, AFSL 240569, RSE L0000314 Trustee of REI Super (ABN 76 641 658 449), SPIN REI0001AU, RSE R1000412. MySuper unique identifier 76641658449129. June 2026.
Financial advice about your superannuation is offered under the Australian Financial Services Licence (AFSL) held by a third party authorised to provide financial product advice, and not by REI Superannuation Fund Pty Ltd. The financial advice will be provided by one of our employees, who are Authorised Representatives of Guideway Financial Services Pty Ltd, ABN 46 156 498 538, AFSL/ACL #420367.