Monthly returns

The following table shows the year-to-date and monthly interest rates allocated to your accounts for the 2024/2025 year.

 

Period Cash Stable Balanced Growth
  Monthly  Cumulative   Monthly  Cumulative   Monthly  Cumulative   Monthly  Cumulative
Year to date 1.07% 2.59% 3.29% 3.52%
July 2024 0.40% 0.40% 1.44% 1.44% 2.41% 2.41% 2.85% 2.85%
August 2024 0.33% 0.73% 0.60% 2.05% 0.05% 2.45% -0.28% 2.56%
September 2024 0.34% 1.07% 0.53% 2.59% 0.82% 3.29% 0.93% 3.52%
October 2024                
November 2024                
December 2024                
January 2025                
February 2025                
March 2025                
April 2025                
May 2025                
June 2025                
This information has been prepared by Mercer (N.Z.) Limited for general information only. The information does not take into account your personal objectives, financial situation or needs.

15 October 2024