How we manage investments

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

AssetInvestment Managers
Australian sharesAllan Gray Australia
JCP Investment Partners
Omega
Platypus
Vinva
International sharesAltrinsic
Axiom
Morningstar International Shares Fund
Lazard (Japanese Equities)
Marathon
Sands Capital
Omega
iShares
Australian propertyOmega
International propertyOmega
Unlisted propertyIndustry Super Property Trust
Global infrastructureOmega
Australian bondsMetrics
Omega
International bondsColchester
Ashmore (Emerging Market Debts)
Omega (Global Corporate Bonds)
Standish Global Bond
T.Rowe Price
Global inflation linked securitiesOmega (Australia)
Omega (Global)
CashOmega

This information is correct as at 30 June 2015.