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 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.)6/01/2021
Growth
7.61
10.37
1.87
5.53
7.93
8.57
3.14866
Balanced
6.00
7.53
1.35
4.44
6.79
7.51
3.05678
Stable
3.32
4.29
1.86
3.21
4.29
4.94
2.17517

Conservative (Premium Income)

1.98
3.06
1.93
3.12
n/an/a
1.29193

 

Sector investment options

Net investment returns as at 30 November 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.)

6/01/2021

Cash
0.00
0.02
0.27
0.92
1.35
2.00
1.72796
Australian Shares
5.79
12.16
-4.27
5.11
7.01
7.27
2.60810
International Shares
7.53
11.46
6.59
7.29
9.69
10.75
3.15828
Australian Property
9.54
17.39
-7.06
5.09
9.38
9.85
2.43118
Global Property
4.47
7.94
-17.63
-1.45
4.60
5.50
1.84288
Bonds
1.80
2.67
3.68
3.64
4.35
5.00
1.98587

 

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.