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 May 2020

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.)8/07/20
Growth
-3.46
-3.30
-0.50
3.77
7.42
7.90
2.80126
Balanced
-2.97
-2.40
-0.16
3.37
6.45
7.03
2.79883
Stable
-1.57
-0.64
0.55
2.52
3.99
4.75
2.07186
Premium Income
-0.78
0.18
1.13
2.49
n/an/a
1.25230

 

Sector investment options

Net investment returns as at 31 May 2020Unit 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.)

8/07/20

Cash
0.08
0.53
0.62
1.13
1.51
2.18
1.72942
Australian Shares
-7.83
-8.10
-7.28
2.53
6.28
6.56
2.26727
International Shares
0.38
4.02
8.28
6.07
10.01
10.11
2.79737
Australian Property
-18.42
-16.75
-13.71
1.53
7.31
8.32
2.05948
Global Property
-19.48
-20.70
-19.80
--2.91
2.95
5.38
1.68471
Bonds
-0.87
1.71
2.70
2.98
3.91
5.06
1.93637

 

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.