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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 28 February 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.)19/03/2025
Growth Plus1
0.59
9.52
   -   -   -   -   -
1.39739
Growth
0.87
9.32
12.68
9.15
10.15
8.48
8.08
4.50416
Balanced
0.86
7.53
10.04
6.62
7.30
6.38
6.32
3.96918
Stable
0.96
5.56
7.29
3.52
3.69
3.52
3.63
2.46033

Conservative (Premium Income)2

-0.08
4.30
4.30
0.11
1.26
2.01
2.62
   - 

 

 

 

Sector investment options

Net investment returns as at 28 February 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.)

19/03/2025

Cash
0.97
2.61
3.88
2.98
1.87
1.68
1.65
1.87985
Australian Shares
-2.62
6.99
10.42
8.94
8.30
7.22
6.99
3.47452
International shares
1.28
11.25
13.15
10.74
11.72
9.78
9.50
4.68993
Australian Property
-6.96
4.60
7.78
4.61
4.72
7.20
6.49
3.09760
Global Property
-1.52
9.17
12.02
-0.66
0.84
2.67
2.57
2.07911
Bonds
0.97
3.43
3.64
0.06
-0.27
1.05
1.63
1.89220

 

 


 

 

Further information:

* Financial year to date

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

2 The Conservative option was closed 30 June 2024. Performance shown is as of that date. Click here to see more information.

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.

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