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 | 2.20% | 5.23% | 12.43% | 16.05% | ||||
| 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% |
| September 2025 | 0.21% | 0.63% | 1.17% | 2.50% | 2.46% | 5.14% | 3.15% | 6.49% |
| October 2025 | 0.19% | 0.82% | 0.83% | 3.35% | 1.69% | 6.91% | 2.13% | 8.76% |
| November 2025 | 0.15% | 0.97% | -0.17% | 3.17% | -0.17% | 6.73% | -0.19% | 8.55% |
| December 2025 | 0.15% | 1.12% | -0.08% | 3.09% | 0.19% | 6.93% | 0.29% | 8.87% |
| January 2026 | 0.14% | 1.26% | -0.12% | 2.97% | -0.18% | 6.73% | -0.29% | 8.55% |
| February 2026 | 0.14% | 1.39% | 0.89% | 3.89% | 1.30% | 8.12% | 1.55% | 10.23% |
| March 2026 | 0.35% | 1.75% | -1.76% | 2.06% | -3.15% | 4.71% | -3.85% | 5.98% |
| April 2026 | 0.13% | 1.88% | 1.14% | 3.22% | 3.30% | 8.17% | 4.34% | 10.58% |
| May 2026 | 0.15% | 2.03% | 1.07% | 4.33% | 2.23% | 10.59% | 2.78% | 13.66% |
| June 2026 | 0.16% | 2.20% | 0.86% | 5.23% | 1.67% | 12.43% | 2.10% | 16.05% |
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 July 2026