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 June 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.)28/07/2021
Growth
7.40
28.03
28.03
9.74
9.50
9.80
3.59945
Balanced
5.46
20.00
20.00
7.42
7.76
8.28
3.37294
Stable
3.64
10.30
10.30
4.59
4.66
5.18
2.29921

Conservative (Premium Income)

2.24
5.54
5.54
3.71
3.72
n/a
1.32880

 

Sector investment options

Net investment returns as at 30 June 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.)

28/07/2021

Cash
0.35
0.35
0.35
0.80
1.31
1.86
1.73156
Australian Shares
9.37
29.40
29.40
8.94
8.79
8.53
2.94292
International Shares
6.46
28.88
28.88
11.74
11.17
11.84
3.65331
Australian Property
10.29
29.48
29.48
7.54
9.47
10.57
2.67458
Global Property
9.02
28.06
28.06
3.61
5.57
6.24
2.22379
Bonds
1.07
1.45
1.45
3.35
3.67
4.57
1.98458

 

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.