Monthly returns
The following table shows the year-to-date and monthly interest rates allocated to your accounts for the 2025/2026 year.
| Period | Cash | Stable | Balanced | Growth | ||||
|---|---|---|---|---|---|---|---|---|
| Monthly | Cumulative | Monthly | Cumulative | Monthly | Cumulative | Monthly | Cumulative | |
| Year to date | 0.42% | 1.32% | 2.61% | 3.24% | ||||
| July 2025 | 0.20% | 0.20% | 0.50% | 0.50% | 1.29% | 1.29% | 1.69% | 1.69% |
| August 2025 | 0.21% | 0.42% | 0.81% | 1.32% | 1.30% | 2.61% | 1.53% | 3.24% |
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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.
12 September 2025