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 30 April 2019

Unit price
Investment option3 mths (%)FYTD*(%)1 yr (%)3 yrs (%p.a.)7 yrs (%p.a.)10 yrs (%p.a.)15/05/19
Growth16.384.906.149.2210.1610.102.81628
Balanced24.944.195.197.428.708.672.80789
Stable32.612.943.604.595.315.732.05599
Premium Income2.573.984.563.74n/an/a1.23382

 

Sector investment options

Net investment returns as at 30 April 2019Unit price
Investment option3 mths (%)FYTD*(%)1 yr (%)3 yrs (%p.a.)7 yrs (%p.a.)10 yrs (%p.a.)

15/05/19

Cash40.401.261.531.381.882.441.72150
Australian Shares10.675.016.789.299.479.102.37493
International Shares7.385.837.1710.3012.7711.652.67252
Australian Property4.669.9815.127.4412.8211.852.38335
Global Property2.596.7011.815.818.3310.552.08721
Bonds1.794.204.223.214.395.451.86506

Further information:

Please note: The net investment returns in the above tables are net of investment fees and taxes.

* Financial year to date
1 Known as Super Growth to 30 June 2016
2 Known as Trustee Super Balanced to 30 June 2016
3 Known as Super Stable to 30 June 2016
4 Known as Super Cash to 30 June 2016

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.