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 June 2022

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.)03/08/2022
Growth
-9.29
-6.96
-6.96
5.01
6.64
8.97
3.48947
Balanced
-6.89
-5.36
-5.36
3.60
5.39
7.38
3.28419
Stable
-5.24
-6.27
-6.27
1.01
2.83
4.09
2.19263

Conservative (Premium Income)1

-3.99
-6.52
-6.52
-0.27
2.21
n/a
1.25643

 

Sector investment options

Net investment returns as at 30 June 2022Unit 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.)

03/08/2022

Cash
0.06
0.06
0.06
0.32
1.01
1.42
1.73078
Australian Shares
-13.72
-13.72
-13.72
1.41
5.53
7.68
2.71173
International
-6.97
-8.13
-8.13
6.99
7.59
11.22
3.47595
Australian Property
-15.53
-10.14
-10.14
-1.35
5.45
8.81
2.58709
Global Property-13.64
-7.83
-7.83
-1.82
3.24
5.55
2.08340
Bonds
-3.41
-7.95
-7.95
-1.57
1.59
2.62
1.84207

 

Further information:

* Financial year to date
1 The Conservative option is now closed to new members. Click here to see more information.

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.