MAS KiwiSaver Scheme continues to deliver solid outcomes in the latest MJW Investment Survey

The latest Melville Jessup Weaver (MJW) Investment Survey (March 2026) shows the MAS KiwiSaver Scheme continuing to deliver solid outcomes across a range of risk profiles and timeframes through a period of heightened market volatility.

The March 2026 survey shows funds in the MAS KiwiSaver Scheme ranked in the top five across Growth, Balanced and Moderate funds over the one-year period, despite heightened market volatility during the quarter. Over the longer 10-year horizon, we've also maintained impressive rankings of 5th in Growth, 4th in Balanced and 3rd in Moderate.

MAS Chief Investments Product Officer Helen McDowall said the results reflect a disciplined and consistent investment approach designed to deliver value to members through changing market conditions.

 “While the March quarter was a softer period, our actively managed approach is designed to deliver strong outcomes and outperform over the long term,” said McDowall.

“These results show that MAS is not reliant on one standout fund or a single market cycle. Our performance is broad-based across Growth, Balanced and Moderate options, which speaks to the strength of our investment philosophy and the quality of our long-term portfolio construction.”

The MJW survey noted that all KiwiSaver funds faced a challenging quarter as global markets responded to geopolitical tensions, inflation concerns and rising bond yields. In this environment, we've continued to apply its actively managed approach, which is designed with a long-term horizon in mind and aims to deliver strong, risk-adjusted returns through different market cycles. The MAS KiwiSaver Scheme remains focused on disciplined portfolio construction and the pursuit of consistent outcomes for members over time. McDowall said consistency remains one of the most important measures of value for KiwiSaver members.

“Our members trust us to help grow and protect their retirement savings over decades, not just quarters. That means staying focused, remaining diversified, and resisting the temptation to chase short-term trends.”

“At MAS, we believe good long-term outcomes come from discipline, patience and putting members first. These rankings show that approach continues to serve our members well.”

The latest results continue our track record in the MJW survey and reinforce its position as a consistently competitive KiwiSaver provider, delivering strong outcomes alongside much larger institutions across the market.

Medical Funds Management Limited is the issuer and manager of the MAS KiwiSaver Scheme, MAS Retirement Savings Scheme, and MAS Investment Funds. The Product Disclosure Statements are available at MAS KiwiSaver Scheme PDS, MAS Retirement Savings Scheme PDS, and MAS Investment Funds PDS. 

This article is of a general nature only and is not intended to constitute financial or legal advice. MAS is a licensed financial advice provider. MAS Advisers only give advice in relation to MAS products. Our financial advice disclosure statement is available by visiting mas.co.nz or calling 0800 800 627.