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Investment performance

When you consider the performance of any investment, remember to look at its long-term performance, as markets can fluctuate in the short term. 

Also consider how each investment option has performed in relation to its objectives.

Looking for Pension investment performance?

Pre-mixed investment options

Net investment returns as at 30 June 2026

Unit price
Investment option3 mths (%)FYTD*(%) 1 yr
(%)		3 yrs (%p.a.)5 yrs (%p.a.)7 yrs (%p.a.)10 yrs (%p.a.)5/8/2026
Growth Plus1
7.98
11.31
11.31
   -   -   -   -
1.70068
Growth
5.53
8.21
8.21
11.17
7.79
8.87
8.95
5.26532
Balanced
4.41
6.94
6.94
8.88
5.99
6.69
6.86
4.49306
Stable
3.26
5.20
5.20
6.41
3.44
3.85
4.07
2.68132

 

Sector investment options

Net investment returns as at 30 June 2026Unit price
Investment option3 mths (%)FYTD*(%)1 yr
(%)		3 yrs (%p.a.)5 yrs (%p.a.)7 yrs (%p.a.)10 yrs (%p.a.)

5/8/2026

Cash
0.99
3.43
3.43
3.70
2.74
2.09
1.91
1.96526
Australian Shares
2.87
7.15
7.15
11.51
6.55
7.52
8.08
4.17403
Intl shares
11.65
14.97
14.97
13.92
9.98
11.53
10.75
5.83678
Australian Property
12.52
-1.19
-1.19
10.07
4.97
4.52
5.38
3.41772
Global Property
9.45
13.63
13.63
8.63
2.40
2.10
2.88
2.44808
Bonds
1.80
1.79
1.79
3.20
0.29
0.72
1.53
1.95647


Further information:

  • View our historical unit prices.
  • Looking to switch your investment options? Find out more about our different investment options.
  • The Conservative option was closed 30 June 2024. Performance shown is as of that date. Click here to see more information.
  • Need help and financial advice on which investment option would suit you? Speak to one of our friendly advisers 1300 13 44 33.

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* Financial year to date

1 Inception of the Growth Plus option began on 1 July 2024

Please note: The net investment returns in the above tables are net of investment fees and taxes.

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.