Monthly returns
The following table shows the year-to-date and monthly interest rates allocated to your accounts for the 2023/2024 year.
| Period | Cash | Stable | Balanced | Growth | ||||
|---|---|---|---|---|---|---|---|---|
| Monthly | Cumulative | Monthly | Cumulative | Monthly | Cumulative | Monthly | Cumulative | |
| Year to date | 2.70% | 2.98% | 4.66% | 5.74% | ||||
| July 2023 | 0.34% | 0.34% | 0.39% | 0.39% | 1.08% | 1.08% | 1.40% | 1.40% |
| August 2023 | 0.34% | 0.69% | -0.38% | 0.01% | -1.09% | -0.02% | -1.33% | 0.05% |
| September 2023 | 0.30% | 0.99% | -1.15% | -1.14% | -2.36% | -2.39% | -2.84% | -2.79% |
| October 2023 | 0.36% | 1.35% | -0.48% | -1.61% | -1.39% | -3.74% | -1.86% | -4.60% |
| November 2023 | 0.33% | 1.69% | 2.22% | 0.57% | 3.71% | -0.17% | 4.31% | -0.49% |
| December 2023 | 0.31% | 2.01% | 1.87% | 2.45% | 2.77% | 2.59% | 3.06% | 2.56% |
| January 2024 | 0.35% | 2.36% | 0.04% | 2.49% | 0.33% | 2.93% | 0.63% | 3.20% |
| February 2024 | 0.33% | 2.70% | 0.48% | 2.98% | 1.68% | 4.66% | 2.46% | 5.74% |
| March 2024 | 0.31% | 3.01% | 1.13% | 4.15% | 2.49% | 7.27% | 3.14% | 9.06% |
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 April 2024