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 31 October 2021

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.)24/11/2021
Growth
1.46
2.50
29.67
11.55
9.35
10.59
3.71833
Balanced
0.76
1.70
21.56
8.67
7.52
8.71
3.44204
Stable
-0.72
0.29
9.71
4.94
4.46
5.25
2.30013

Conservative (Premium Income)

-1.56
-0.46
3.61
3.52
3.43
n/a
1.31454

 

Sector investment options

Net investment returns as at 31 October 2021Unit 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.)

24/11/2021

Cash
-0.01
0.00
0.32
0.61
1.20
1.74
1.73047
Australian Shares
-1.43
-0.66
22.59
11.05
8.15
8.98
2.94860
International Shares
-0.21
1.81
26.69
12.72
10.97
12.88
3.76538
Australian Property
4.17
4.58
27.86
9.63
9.22
11.52
2.90385
Global Property
1.65
5.03
36.85
6.08
5.54
7.53
2.32202
Bonds
-2.55
-1.33
-1.94
2.77
3.11
4.04
1.93890

 

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.