Pension investment performance

When you compare your pension investment option, consider the long-term performance of that investment as markets can fluctuate in the short-term.

If you have any questions about your pension investment option, contact our Helpline on 1300 13 44 33.

Retirement Pension investment returns

Pre-mixed investment options

Net investment returns as at 31 December 2017Unit price
Investment option 3 mths (%) FYTD*(%) 1 yr (%) 3 yrs (%p.a.) 7 yrs (%p.a.) 10 yrs (%p.a.) 17/01/18
Growth15.096.3213.1610.4410.665.672.80622
Balanced24.024.9910.258.629.485.792.82112
Stable32.242.845.925.026.204.752.08047
Premium Income 1.812.194.604.19n/an/a1.20753

Sector investment options

Net investment returns as at 31 December 2017Unit price
Investment option 3 mths (%) FYTD*(%) 1 yr (%) 3 yrs (%p.a.) 7 yrs (%p.a.) 10 yrs (%p.a.) 17/01/18
Cash40.380.781.551.802.803.591.79902
Australian Shares 7.935.6510.6111.189.317.112.44465
International Shares 6.768.7617.3711.8513.5010.032.87111
Australian Property 7.609.094.6111.3013.237.372.18374
Global Property 5.596.278.316.8610.288.362.16174
Bonds 0.801.503.523.466.116.311.90226

Further information:

Please note: The net investment returns in the above tables are net of investment-related fees.

* Financial year to date
1 Known as Super Growth to 30 June 2016
2 Known as Trustee Super Balanced to 30 June 2016
3 Known as Super Stable to 30 June 2016
4 Known as Super Cash to 30 June 2016

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.