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 | 3.36% | 5.17% | 8.61% | 10.02% | ||||
| 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 | 0.32% | 1.39% | -0.26% | 2.32% | 0.42% | 3.72% | 0.86% | 4.41% |
| November 2024 | 0.27% | 1.66% | 1.10% | 3.45% | 2.31% | 6.12% | 2.90% | 7.43% |
| December 2024 | 0.28% | 1.95% | -0.17% | 3.28% | -0.12% | 6.00% | -0.04% | 7.38% |
| January 2025 | 0.27% | 2.23% | 0.53% | 3.82% | 1.18% | 7.25% | 1.49% | 8.98% |
| February 2025 | 0.23% | 2.46% | 0.31% | 4.14% | -0.14% | 7.10% | -0.48% | 8.46% |
| March 2025 | 0.23% | 2.69% | -0.78% | 3.33% | -2.13% | 4.82% | -2.86% | 5.36% |
| April 2025 | 0.25% | 2.95% | 0.26% | 3.60% | -0.63% | 4.16% | -1.18% | 4.12% |
| May 2025 | 0.19% | 3.15% | 0.75% | 4.38% | 2.66% | 6.93% | 3.65% | 7.92% |
| June 2025 | 0.20% | 3.36% | 0.76% | 5.17% | 1.57% | 8.61% | 1.95% | 10.02% |
| July 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 July 2025