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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 December 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.)15/01/2025
Growth Plus12.497.86   -   -   -   -   -
1.41681
Growth2.887.4215.727.068.70
8.23
8.64
4.57033
Balanced1.625.7711.435.03
6.29
6.15
6.73
3.98785
Stable0.87

4.12

7.17
2.24
3.21
3.38
3.78
2.45200

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 31 December 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.)

15/01/2025

Cash
0.98
1.98
3.90
2.77
1.76
1.62
1.63
1.86857
Australian Shares-2.266.6514.366.61
6.42
7.05
7.96
3.58785
International shares3.468.96
17.37
7.64
10.15
9.59
9.97
4.71883
Australian Property-5.576.4715.362.65
5.46
6.617.75
3.30876
Global Property-7.344.112.74
-4.67
-1.27
0.942.55
2.01690
Bonds-0.712.201.88
-1.03
-0.14
0.90
1.71
1.86674

 

 


 

 

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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