MAS launches MAS Investment Funds offering easier and more flexible investing

Last updated 7 August 2024

MAS has launched MAS Investment Funds, a new actively managed investment scheme for people seeking more flexibility and control over their investments.

MAS Investment Funds is open to individuals, joint investors, trusts, companies and charities. With a low minimum investment of $500, members can invest in any of the 7 investment fund options. This enables investors to choose how they wish to invest depending on their life stage and risk appetite.  

“MAS Investment Funds offers a fantastic option alongside the MAS KiwiSaver Scheme and the MAS Retirement Savings Scheme, for investors who want the freedom to withdraw their investments when they need to,” says Helen McDowall, Chief Investment Products Officer.

“While KiwiSaver is an investment product designed specifically to help save for retirement, MAS Investment Funds offers investors more flexibility in terms of their saving goals and timeframe. 

“MAS Investment Funds enables investors to take control of their savings, empowering them to adapt how they invest based on their changing needs.” 

Additional benefits and features of MAS Investment Funds

• Access to a nationwide network of MAS Advisers: Investors can get advice when they need it from a nationwide network of MAS Advisers at no additional cost. 
• Online account access: Investments can easily be managed online in the MAS Investor Portal, where individual and joint investors can easily switch funds or change how they want their contributions invested. 
• No transaction fees: Investors will not be charged contribution, switch or withdrawal fees. 

MAS has a responsible investment approach

MAS is proud to have a responsible investment approach. As part of this approach, we do not invest in companies whose principal business activity is:

• the manufacture or sale of weapons
• The production, manufacture, retail sale, distribution or licensing of tobacco products, or the production and supply of essential products for the production of tobacco products. Tobacco products include, but may not be limited to, tobacco, nicotine alternatives or tobacco-based products
• the exploration, extraction, refining or processing of fossil fuels
• a utility that generates energy from primarily burning fossil fuels. 

We complement these actions by integrating environmental, social and governance factors into our investment decisions.  

Exclusion screens are applied at least quarterly. Any investment that does not comply with this Policy in the most recent screening will be divested as soon as reasonably practicable, usually within 4 weeks, taking into consideration factors such as market liquidity.

Further information

Further information on MAS Investment Funds can be found on our website. 

Media contact

Email: media@mas.co.nz