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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 31 May 2024

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.)26/06/2024
Growth
1.83
11.4413.956.608.607.848.37
4.21147
Balanced1.388.329.804.606.175.886.65
3.75011
Stable0.805.305.851.662.843.03
3.65
2.35164

Conservative (Premium Income)1

0.273.523.620.211.301.842.6
1.30783

 

 

 

Sector investment options

Net investment returns as at 31 May 2024Unit 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.)

26/06/2024

Cash
0.95
3.463.752.13
1.39
1.41
1.54
1.83125
Australian Shares1.3413.9516.215.236.586.937.21
3.29533

International shares1.3111.4215.427.5210.959.219.89
4.34479
Australian Property2.7620.0919.926.674.906.378.23
3.06983
Global Property0.962.705.22-2.74-1.320.952.87
1.93713
Bonds-0.381.831.03
-1.91
-0.360.641.95
1.83982

 


 

 

Further information:

* Financial year to date
1 The Conservative option is now closed to new members. 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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