Three independent investment surveys recognise the strength of MAS' long-term performance

MAS' investment performance has been recognised across three of New Zealand's most respected independent investment research surveys, highlighting the strength and consistency of its investment approach across both KiwiSaver and retirement savings funds.

The latest Melville Jessup Weaver (MJW) Investment Survey, EriksensGlobal Master Trust Survey and Morningstar KiwiSaver Survey all recognised the performance of MAS funds, with strong results across a range of investment categories and timeframes.

The combined results reinforce MAS' focus on delivering long-term value for Members through disciplined investment management.

Chief Investment Product Officer Helen McDowall said the recognition across multiple independent surveys was particularly pleasing given the different peer groups in each survey, yet all pointed to the consistent strength of MAS' investment offering.

"Independent recognition from three highly regarded research organisations provides Members with confidence that our investment approach is delivering strong outcomes over both the short and long term."

"While markets will always experience periods of volatility, our focus remains on helping Members achieve their long-term financial goals through active management, disciplined investment processes and well-diversified portfolios."

In the latest MJW Investment Survey, the MAS KiwiSaver Scheme Growth Fund and Balanced Fund were ranked first in their respective categories over one year, while the Moderate Fund ranked second over one year and 10 years, and the Conservative Fund also featured strongly. The survey also recognised the long-term performance, with both the Growth and Balanced Funds in the MAS KiwiSaver Scheme ranked second over 10 years.

According to Investment News' coverage of the latest Morningstar KiwiSaver Survey, the MAS KiwiSaver Scheme delivered strong results across risk profiles and was consistently ranked highly over both the three-month and one-year periods.

The EriksensGlobal Master Trust Survey reinforced the long-term strength of the MAS Retirement Savings Scheme (RSS), with outstanding 10-year annualised returns across multiple investment categories:

• MAS Aggressive Fund ranked 1st (9.9% p.a.)
• MAS Balanced Fund ranked equal 1st (6.9% p.a.)
• MAS Moderate Fund ranked 1st (5.2% p.a.)

Alongside its strong long-term investment performance, the MAS Retirement Savings Scheme holds a unique position in the New Zealand market as a Qualifying Recognised Overseas Pension Scheme (QROPS), enabling eligible Members to transfer UK pension savings to New Zealand.

McDowall said the breadth of the results demonstrated that MAS was delivering for Members regardless of where they were on their investment journey.

"Whether Members are investing through the MAS KiwiSaver Scheme or our Retirement Savings Scheme, our objective is the same – to provide consistently strong, risk-appropriate returns that help people build financial security over time."

"These independent results reflect the expertise of our investment team and investment partners, and our commitment to putting Members' long-term interests first."

While these surveys focus on KiwiSaver and retirement savings, Members can also access the same investment expertise through the MAS Investment Funds Scheme. Offering a range of diversified funds without the lock-in requirements of KiwiSaver, MAS Investment Funds provide a flexible way to invest towards a wide range of financial goals while benefiting from the same disciplined investment approach recognised in these independent surveys.