What we invest in
It’s important for you to know what we are doing with your money, how it is managed and invested.
We invest in a range of diverse assets:
- Cash
- Bonds (Australian and international)
- Property (Australian and international)
- Shares (Australian and international)
- Alternative investments
- Infrastructure
- And more…
Each REI Super investment option invests in one or a combination of asset classes.
The different investment options have different performance objectives, risks and investment timeframes, so you can chose an option to suit your needs. All our options seek to outperform industry averages and benchmarks.
Who manages your investments?
The Trustee Directors of REI Super control the type and number of investment options and set the objectives of each investment option. They closely monitor the performance of the Fund’s investments and provide direction to the Fund’s investment consultant and managers.
Day to day management of investments
As different assets and markets require different expertise, we appoint a number of professional investment managers who specialise in specific types of investments.
REI Super uses an investment consultant, Morningstar, to manage the individual specialist investment managers and to advise the Fund on themes and trends in investment markets. Morningstar are responsible for selecting and monitoring individual specialist investment managers within each asset class and they manage the day to day investments.
How we monitor performance
The Trustee of REI Super regularly reviews the performance of the Fund’s investments to ensure they are meeting or exceeding their objectives.
Profits are reinvested for the benefit of members
Unlike retail or bank-owned superannuation funds, all our profits are reinvested, to build on the growth we’ve made in your super. Nothing is lost to shareholders.
Our current investment managers
| Asset | Investment Managers |
|---|
| Australian shares | Allan Gray Australia
JCP Investment Partners
Omega
Platypus
Vinva |
| International shares | Altrinsic
Blackrock
Morningstar International Shares Fund
Lazard (Japanese Equities)
Marathon
Sands Capital
Omega
iShares |
| Australian property | Omega |
| International property | Omega |
| Unlisted property | Industry Super Property Trust |
| Global infrastructure | Omega |
| Australian bonds | Metrics
Omega |
| International bonds | Colchester
Ashmore (Emerging Market Debts)
Standish Global Bond
T.Rowe Price |
| Global inflation linked securities | Omega (Australia)
Omega (Global) |
| Cash | Omega |
This information is correct as at 31 December 2017.