Choose the right fund for your future

First home, retirement, or a well-deserved treat, whatever your investment goal, there is an investment option that can help you achieve it. MAS Investment Funds offers 7 different funds for you to invest in, so you can find a fund or combine funds to meet your needs.

All of our funds follow our Responsible Investment Strategy, which targets healthier returns and a healthier planet. 

KiwiSaver Global Equities Fund Pie Chart Illustration


Global Equities Fund

This Fund is most suited to investors who are prepared to accept a higher level of investment risk to potentially achieve a higher return.

It usually invests only in growth assets and aims to provide higher returns over the long term.

Minimum suggested investment timeframe:  12 Years  |  Risk indicator:  5


KiwiSaver Aggressive Fund Pie Chart Illustration


Aggressive Fund

This Fund is most suited to investors who are prepared to accept a higher level of investment risk to potentially achieve a higher return.

It invests around 90% in growth assets with a small allocation of around 10% to income assets and aims to provide higher returns over the long term.

Minimum suggested investment timeframe:  11 Years  |  Risk indicator:  5


KiwiSaver Growth Fund Pie Chart Illustration


Growth Fund

This Fund is most suited to investors who are prepared to accept a high level of investment risk to potentially achieve a high return.

It invests around 80% in growth assets with a modest allocation of around 20% to income assets and aims to provide strong returns over the long term.

Minimum suggested investement timeframe:  10 Years  |  Risk indicator:  5


KiwiSaver Balanced Fund Pie Chart Illustration


Balanced Fund

This Fund is most suited to investors who are prepared to accept a medium level of investment risk to potentially achieve a medium return.

It invests around 60% in growth assets with a moderate allocation of 40% to income assets and aims to provide a medium level of return over the medium to long term.

Minimum suggested investment timeframe:  7 Years  |  Risk indicator:  4


KiwiSaver Moderate Fund Pie Chart Illustration


Moderate Fund

This Fund is most suited to investors who are prepared to accept some investment risk to potentially achieve a moderate return.

It invests around 60% in income assets with a moderate allocation of around 40% to growth assets and aims to provide moderate returns over the short to medium term. 

Minimum suggested investment timeframe:  5 Years  |  Risk indicator:  4


KiwiSaver Conservative Fund Pie Chart Illustration


Conservative Fund

This Fund is most suited to investors who want to take a more cautious approach and accept a smaller amount of risk to potentially achieve a more stable return.

It invests around 80% in income assets with a modest allocation of around 20% in growth assets and aims to preserve capital while providing a steady return over the short to medium term.

Minimum suggested investment timeframe:  3 Years  |  Risk indicator:  3


KiwiSaver Cash Fund Pie Chart Illustration


Cash Fund

This Fund is most suited to investors who require an investment with very low volatility.

It invests in a range of cash and cash equivalent investments and aims to achieve stable returns over the short term.

Minimum suggested investment timeframe:  No minimum  |  Risk indicator:  1


Because the Funds have no actual return information, the risk indicator has been calculated using market index returns for the period 1 January 2019 to 31 December 2023. As a result, the risk indicator may provide a less reliable indication of the potential future volatility of the Fund. Refer to the latest quarterly Fund Update for the most recent risk indicator. 

 

MAS Investment Funds performance

The performance figures of the Funds are not yet available. Performance figures will be available in mid-March 2024 onwards. 

 

MAS Investment Funds daily unit prices

The daily unit prices of the Funds are not yet available. Unit prices will be available from mid-February 2024 onwards. MAS Investment Funds started on 31 January 2024.  There is no unit price history prior to that date.


Medical Funds Management Limited is the manager and issuer of MAS Investment Funds. A copy of the Product Disclosure Statement (PDS) for the Scheme is available at mas.co.nz/investmentfunds.