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 28 February 2019 Unit price
Investment option 3 mths (%) FYTD*(%) 1 yr (%) 3 yrs (%p.a.) 7 yrs (%p.a.) 10 yrs (%p.a.) 20/03/19
Growth1 4.51 1.57 4.09 9.62 10.11 11.02 2.78243
Balanced2 3.61 1.52 3.71 7.65 8.67 9.17 2.77980
Stable3 2.34 1.48 2.67 4.72 5.29 5.97 2.04175
Premium Income 2.23 2.50 3.52 3.64 n/a n/a 1.22389

Sector investment options

Net investment returns as at 28 February 2019 Unit price
Investment option 3 mths (%) FYTD*(%) 1 yr (%) 3 yrs (%p.a.) 7 yrs (%p.a.) 10 yrs (%p.a.) 20/03/19
Cash4 0.36 1.00 1.43 1.39 1.95 2.44 1.71808
Australian Shares 6.54 -0.54 2.02 9.50 9.06 9.50 2.30099
International Shares 2.20 1.91 3.69 10.27 12.46 12.11 2.64359
Australian Property 8.34 6.70 16.01 8.28 12.87 12.24 2.39741
Global Property 3.75 4.45 12.91 6.90 8.72 11.87 2.05996
Bonds 2.50 2.81 2.54 3.11 4.47 5.45 1.84724

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.