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 April 2020

Unit price
Investment option3 mths (%p.a.)FYTD*(%p.a.)1 yr (%p.a.)3 yrs (%p.a.)7 yrs (%p.a.)10 yrs (%p.a.)27/05/20
Growth-12.50-6.65-5.502.986.887.032.79091
Balanced-8.96-4.45-3.263.026.146.522.79936
Stable-4.60-1.88-0.792.443.834.55
2.06678
Premium Income-3.93-1.48-0.392.19n/an/a1.24612

 

Sector investment options

Net investment returns as at 30 April 2020Unit price
Investment option3 mths (%p.a.)FYTD*(%p.a.)1 yr (%p.a.)3 yrs (%p.a.)7 yrs (%p.a.)10 yrs (%p.a.)

27/05/20

Cash0.11
0.510.73
1.17
1.54
2.20
1.72934
Australian Shares-21.91-14.49-12.920.194.694.982.23027
International Shares-8.590.35-0.755.5410.209.432.80275
Australian Property-26.05-21.40-16.81-0.545.767.182.12618
Global Property-25.49-20.87-19.67-2.892.244.731.67484
Bonds-1.580.432.682.903.655.05
1.92472

 

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.