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.

Pre-mixed investment options (Pension)

Net investment returns as at 30 June 2024Unit price
Investment option 3 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   -   -   -   -   -   -   -
1.40986
Growth
-0.92
13.90
13.90
6.09
8.51
8.32
8.94
4.63265
Balanced
-0.62
10.22
10.22
4.19
6.09
6.20
7.02
4.08882
Stable
-0.51
6.74
6.74
1.35
2.87
3.38
3.94
2.54102

Conservative (Premium Income)2

0.32
5.56
5.56
0.44
1.62
2.46
3.09
   -

 

 

 

Sector investment options (Pension)

Net investment returns as at 30 June 2024Unit price
Investment option 3 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
1.11
4.43
4.43
2.50
1.64
1.67
1.80
1.97241
Australian Shares
-1.48
15.82
15.82
5.56
7.21
7.59
8.38
4.06359
International Shares
-1.28
12.78
12.78
7.41
11.84
10.93
11.16
5.42174

Australian Property
-5.67
23.46
23.46
5.78
3.40
6.74
8.22
3.48357
Global Property
-1.08
4.15
4.15
-3.48-1.40
1.39
3.29
2.39675
Bonds -0.59
3.09
3.09
-2.09-0.57
0.87
2.03
1.97484

 

 

 

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-related fees.

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.