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 2017 Unit price
Investment option 3 mths (%) FYTD*(%) 1 yr (%) 3 yrs (%p.a.) 7 yrs (%p.a.) 10 yrs (%p.a.) 15/11/17
Growth1 4.19 4.16 13.47 9.57 9.70 4.52 2.60253
Balanced2 3.48 3.35 10.43 8.13 8.53 4.76 2.62228
Stable3 1.94 2.07 5.93 4.90 5.51 4.02 1.96292
Premium Income 1.06 1.29 4.18 4.01 n/a n/a 1.17724

Sector investment options

Net investment returns as at 31 October 2017 Unit price
Investment option 3 mths (%) FYTD*(%) 1 yr (%) 3 yrs (%p.a.) 7 yrs (%p.a.) 10 yrs (%p.a.) 15/11/17
Cash4 0.32 0.42 1.37 1.59 2.49 3.18 1.69111
Australian Shares 0.51 0.79 10.44 8.24 7.69 5.44 2.18297
International Shares 6.10 4.48 17.28 11.18 11.76 8.17 2.44761
Australian Property 3.74 3.76 7.40 9.80 10.98 5.18 2.05304
Global Property 0.04 0.94 5.95 5.71 7.85 5.33 1.88341
Bonds 0.80 1.21 3.20 4.30 5.43 5.72 1.78960

Further information:

Please note: The net investment returns in the above tables are net of investment fees and taxes.

* Financial year to date
1 Known as Super Growth to 30 June 2016
2 Known as Trustee Super Balanced to 30 June 2016
3 Known as Super Stable to 30 June 2016
4 Known as Super Cash to 30 June 2016

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.