Monthly returns

The following table shows the year-to-date and monthly interest rates allocated to

your accounts for the 2020/2021 year.
 

Period Cash Stable Balanced Growth
  Monthly  Cumulative   Monthly  Cumulative   Monthly  Cumulative   Monthly  Cumulative
Year to date 0.14% 3.63% 12.01% 16.74%
July 2020 0.01% 0.01% 0.99% 0.99% 1.71% 1.71% 2.08% 2.08%
August 2020 0.02% 0.04% 0.59% 1.58% 1.51% 3.24% 2.17% 4.29%
September 2020 0.01% 0.05% -0.16% 1.42% -0.77% 2.44% -1.08% 3.16%
October 2020 0.01% 0.06% -0.17% 1.25% -0.23% 2.21% -0.37% 2.78%
November 2020 0.01% 0.07% 1.39% 2.66% 3.90% 6.19% 5.23% 8.16%
December 2020 0.01% 0.08% 0.57% 3.24% 1.77% 8.08% 2.37% 10.72%
January 2021 0.02% 0.10% -0.22% 3.01% 0.00% 8.08% 0.17% 10.90%
February 2021 0.01% 0.11% -0.96% 2.02% -0.47% 7.57% -0.14% 10.75%
March 2021 0.01% 0.12% 0.85% 2.89% 2.35% 10.10% 3.20% 14.28%
April 2021 0.01% 0.13% 0.74% 3.65% 1.69% 11.96% 2.09% 16.67%
May 2021 0.01% 0.14% -0.02% 3.63% 0.04% 12.01% 0.06% 16.74%
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.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.

14 June 2021