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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.

Looking for Pension investment performance?

Pre-mixed investment options

Net investment returns as at 30 November 2025

Unit price
Investment option3 mths (%p.a.)FYTD*(%p.a.)1 yr (%p.a.)3 yrs (%p.a.)5 yrs (%p.a.)7 yrs (%p.a.)10 yrs (%p.a.)17/12/2025
Growth Plus1
2.38
6.72
11.92
   -   -   -   -
1.57005
Growth
2.22
5.95
9.98
12.25
10.57
9.93
9.05
4.97141
Balanced
1.76
4.43
8.06
9.32
7.83
7.46
7.03
4.27973
Stable
1.36
2.95
6.17
6.28
4.15
4.25
4.14
2.58978

 

 

 

Sector investment options

Net investment returns as at 30 November 2025Unit price
Investment option3 mths (%p.a.)FYTD*(%p.a.)1 yr (%p.a.)3 yrs (%p.a.)5 yrs (%p.a.)7 yrs (%p.a.)10 yrs (%p.a.)

17/12/2025

Cash
0.78
1.33
3.54
3.58
2.39
1.91
1.78
1.92366
Australian Shares
-2.52
4.54
6.04
11.72
9.10
9.25
8.63
3.85313
Intl shares
3.55
7.29
12.25
14.22
11.67
11.20
10.33
5.26091
Australian Property
-5.51
1.23
0.87
10.75
7.57
7.42
7.62
3.40927

Global Property
2.52
6.20
3.50
5.06
4.54
2.19
3.23
2.20036

Bonds
0.40
0.69
3.56
2.84
-0.17
1.44
1.85
1.93425


Further information:

  • View our historical unit prices.
  • Looking to switch your investment options? Find out more about our different investment options.
  • The Conservative option was closed 30 June 2024. Performance shown is as of that date. Click here to see more information.
  • Need help and financial advice on which investment option would suit you? Speak to one of our friendly advisers 1300 13 44 33.

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* Financial year to date

1 Inception of the Growth Plus option began on 1 July 2024

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.