Investment Performance to 30 April 2026
See below how your funds have performed. The investment returns shown are after fees and before tax.
Read a full monthly report here for return data of the SIL funds for 1 month, 3 months, 1 year, 3 years, 5 years and 10 years as at 30 April 2026. Please note the SIL investment report for the current month won’t be published until the end of the following month.
SIL Personal
Fund name |
Current Month (%) |
3 Months (%) |
1 Year (%) |
3 Years (%) |
5 Years (%) |
10 Years (%) |
Cash Plus |
0.17% |
0.51% |
2.87% |
4.49% |
3.42% |
2.56% |
New Zealand Fixed Interest |
0.31% |
0.04% |
2.38% |
3.88% |
0.63% |
2.00% |
Balanced Plus |
3.38% |
2.05% |
15.38% |
8.54% |
4.79% |
7.09% |
New Zealand Share |
-0.34% |
-5.65% |
9.17% |
2.33% |
0.24% |
6.50% |
International Share |
6.53% |
7.90% |
32.67% |
15.82% |
10.96% |
12.61% |
SIL Employer
Fund name |
Current Month (%) |
3 Months (%) |
1 Year (%) |
3 Years (%) |
5 Years (%) |
10 Years (%) |
Employer Cash |
0.16% |
0.50% |
2.75% |
4.35% |
3.29% |
2.21% |
Cash Plus |
0.16% |
0.51% |
2.87% |
4.49% |
3.42% |
2.56% |
Employer Conservative |
1.19% |
-0.09% |
4.83% |
4.59% |
1.74% |
3.21% |
Employer Conservative Balanced |
2.15% |
0.37% |
7.67% |
5.64% |
2.58% |
4.41% |
Employer Balanced |
3.37% |
1.15% |
11.57% |
7.10% |
3.62% |
5.68% |
Balanced Plus |
3.37% |
2.03% |
15.37% |
8.54% |
4.79% |
7.09% |
Employer Balanced Growth |
3.37% |
2.03% |
15.22% |
8.36% |
4.59% |
6.91% |
Employer Growth |
4.40% |
2.75% |
18.80% |
9.64% |
5.55% |
8.09% |
New Zealand Fixed Interest |
0.31% |
0.04% |
2.37% |
3.88% |
0.63% |
2.00% |
New Zealand Share |
-0.35% |
-5.66% |
9.16% |
2.33% |
0.23% |
6.50% |
International Share |
6.51% |
7.88% |
32.64% |
15.81% |
10.96% |
12.60% |
Need help?
Financial Advice
Before making financial or investment decisions, it is recommended that you contact a suitably qualified financial adviser. If you already work with a financial adviser, feel free to reach out to them. Mercer's financial advice team can provide specific advice in relation to your savings in SIL and general information on other types of financial products. You can complete an online form to arrange a call back from Mercer's financial advice team or arrange a call back via the Helpline team by calling on 0800 405 845.
Risk Profiler
Not sure where to invest? Use our Risk Profiler to help you better understand how your approach to risk translates to the investment options available to you
Use the tool here.