The tables below show the MAS investment products' performance as of 31 May 2025.
Performance is after the annual fund charge and before tax. Performance for periods longer than one year is per annum. Please note that past performance is not an indicator of future performance.

MAS KiwiSaver Scheme fund performance

Fund 1 mth 3 mths 1 yr 3 yrs (p.a.) 5 yrs (p.a.) 10 yrs (p.a.)

Unit Price
(13/06/2025)

Global Equities 4.90% -2.17% 10.28% 8.99% 9.28% 8.26% 3.1465
Aggressive 4.71% -2.05% 9.61% 8.27% 8.24% 7.53% 2.8799
Growth 3.96% -1.64% 9.40% 7.75% 7.44% 6.94% 2.6303
Balanced 2.87% -1.18% 8.44% 6.55% 5.79% 5.72% 2.2706
Moderate 1.82% -0.68% 7.50% 5.35% 4.16% 4.52% 1.9310
Conservative 0.78% -0.20% 6.57% 4.18% 2.69% 3.46% 1.6574
Cash 0.38% 1.19% 5.44% 4.78% 3.18% 2.78% 1.4264

 


MAS Retirement Savings Scheme fund performance

Fund

1 mth

3 mths

1 yr

3 yrs (p.a.)

5 yrs (p.a.)

10 yrs (p.a.)

Unit Price
(13/06/2025)

Global Equities

4.89% -2.17% 10.29% 9.00% 9.30% 8.21% 3.1374

Aggressive

4.71% -2.06% 9.59% 8.28% 8.22% 7.47% 2.8564

Growth

3.97% -1.63% 9.41% 7.74% 7.47% 7.05% 2.6679

Balanced

2.88% -1.19% 8.43% 6.55% 5.78% 5.67% 2.2433

Moderate

1.82% -0.68% 7.51% 5.34% 4.18% 4.57% 1.9397

Conservative

0.78% -0.16% 6.57% 4.17% 2.67% 3.40% 1.6487

Cash

0.38% 1.18% 5.43% 4.78% 3.19% 2.76% 1.4203

 


MAS Investment Funds fund performance

Fund

1 mth

3 mths

1 year

Since Inception*

Unit Price
(13/06/2025)

Global Equities

4.90% -2.12% 10.36% 8.63% 1.1589

Aggressive

4.66% -1.81% 9.86% 15.01% 1.1488

Growth

3.95% -1.53% 9.46% 13.32% 1.1409

Balanced

2.85% -1.11% 8.48% 10.06% 1.1236

Moderate

1.89% -0.60% 7.47% 14.00% 1.1058

Conservative

0.79% -0.21% 6.45% 11.68% 1.0903

Cash

0.37% 1.20% 5.47% 7.22% 1.0741

*The return since inception is the return since the start date of the fund. Although the first PDS for the Scheme was registered on 31 January 2024, unit pricing for the Funds in the Scheme did not start until 12 February 2024.


*Medical Funds Management Limited, JBWere (NZ) Pty Ltd and Nikko Asset Management New Zealand Limited, their parent companies and associated entities do not guarantee the return of capital or the performance of investment funds. Returns indicated may bear no relation to future performance. The value of investments will fluctuate as the value of underlying assets rise or fall.

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

If you would like to talk to a MAS Adviser, phone 0800 800 627 or email info@mas.co.nz