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 31 December 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.)19/01/2022
Growth
2.94
4.51
19.50
13.16
9.32
10.96
3.68673
Balanced
2.12
3.38
14.10
9.89
7.46
8.94
3.42870
Stable
0.95
1.57
6.73
5.55
4.44
5.37
2.28747

Conservative (Premium Income)

0.31
0.59
2.70
3.90
3.39
n/a
1.30371

 

Sector investment options

Net investment returns as at 31 December 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.)

19/01/2022

Cash
-0.01
0.00
0.33
0.55
1.14
1.63
1.7299
Australian Shares
1.22
1.08
13.91
12.21
8.54
9.89
2.90345
International Shares
5.51
6.28
21.70
15.83
10.98
13.50
3.69380
Australian Property
8.78
13.20
24.20
12.07
10.01
12.42
2.84539
Global Property
10.10
10.08
27.66
8.14
5.82
8.28
2.25597
Bonds
-0.64
-0.42
-1.77
2.71
2.91
3.92
1.92588

 

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.