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.

Pre-mixed investment options

Net investment returns as at 30 November 2019

Unit price
Investment option3 mths (%)FYTD*(%)1 yr (%)3 yrs (%p.a.)7 yrs (%p.a.)10 yrs (%p.a.)01/01/20
Growth4.575.3215.079.6710.50
9.073.02533
Balanced3.203.8911.857.908.817.902.96647
Stable1.342.057.124.94
5.22
5.31
2.11927
Premium Income0.741.666.594.24n/an/a1.26548

Sector investment options

Net investment returns as at 30 November 2019Unit price
Investment option3 mths (%)FYTD*(%)1 yr (%)3 yrs (%p.a.)7 yrs (%p.a.)10 yrs (%p.a.)

01/01/20

Cash0.16
0.291.13
1.29
1.67
2.36
1.72786
Australian Shares5.859.4725.3910.3910.468.012.63756
International Shares6.978.1613.5311.3413.22
11.08
2.93858
Australian Property0.774.2223.1911.8113.16
10.452.51175
Global Property2.225.0913.078.808.968.732.19516
Bonds-0.381.127.414.084.09
5.40
1.91164

Further information:

* Financial year to date

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.