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 January 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.)19/02/20
Growth3.606.6914.899.329.749.223.12254
Balanced2.564.9611.517.628.248.023.03516
Stable1.502.856.704.83
4.955.35
2.14925
Premium Income1.332.556.344.23n/an/a1.28382

Sector investment options

Net investment returns as at 31 January 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.)

19/02/20

Cash0.15
0.401.02
1.25
1.62
2.32
1.72881
Australian Shares3.499.5023.4210.099.258.222.66826
International Shares4.369.7716.5811.0512.37
11.11
3.03128
Australian Property4.036.2817.7311.9811.60
10.632.75464
Global Property-0.636.2010.608.297.928.792.27555
Bonds1.022.056.214.174.215.40
1.93601

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.