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 March 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.)5/05/2021
Growth
6.46
19.20
31.58
8.23
8.75
8.90
3.42591
Balanced
4.66
13.79
21.10
6.35
7.31
7.67
3.24885
Stable
1.39
6.43
10.33
3.74
4.39
4.87
2.23053

Conservative (Premium Income)

-0.13
3.23
7.85
3.24
3.67
n/a
1.30082

 

Sector investment options

Net investment returns as at 31 March 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.)

5/05/21

Cash
-0.02
0.00
0.06
0.80
1.27
1.87
1.72635
Australian Shares
3.05
18.32
40.63
7.25
7.30
7.18
2.78826
International Shares
7.56
21.06
30.38
10.25
10.65
11.03
3.44606
Australian Property
-0.52
17.41
37.19
6.97
9.10
9.41
2.51134
Global Property
6.38
17.46
24.92
2.91
5.39
5.65
2.05176
Bonds
-2.40
0.38
3.19
2.86
3.82
4.63
1.94824

 

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.