Choose the right fund for your future
Everyone has different goals and circumstances. That's why the MAS Investment funds offer 7 different funds for you to invest in, so you can find a fund or combine funds to meet your needs. Our Responsible Investment page guides what we will and won’t invest in.
Global Equities Fund
Suits those who accept a higher level of risk to potentially achieve a higher return.
Min. suggested investment timeframe: 13 Years
Risk indicator: 5
Aggressive Fund
Suits those who accept a higher level of risk to potentially achieve a higher return.
Min. suggested investment timeframe: 11 Years
Risk indicator: 5
Growth Fund
Suits those who accept a high level of risk to potentially achieve a high return.
Min. suggested investment timeframe: 9 Years
Risk indicator: 4
Balanced Fund
Suits those who accept a medium level of risk to potentially achieve a medium return.
Min. suggested investment timeframe: 6 Years
Risk indicator: 4
Moderate Fund
Suits those who accept some risk to potentially achieve a moderate return.
Min. suggested investment timeframe: 4 Years
Risk indicator: 4
Conservative Fund
Suits those who accept a smaller level risk to potentially achieve a more stable return.
Min. suggested investment timeframe: 3 Years
Risk indicator: 3
Cash Fund
Suits those who require an investment with very low volatility.
Min. suggested investment timeframe: No min.
Risk indicator: 1
MAS Investment Fund Performance
|
Fund |
1 mth |
3 mths |
1 year |
Since Inception |
Unit Price |
|
Global Equities |
-1.56% | 6.33% | 17.80% | 16.93% | 1.4636 |
|
Aggressive |
-1.58% | 5.89% | 16.90% | 16.07% | 1.4354 |
|
Growth |
-1.57% | 5.02% | 14.35% | 14.40% | 1.3824 |
|
Balanced |
-1.48% | 3.91% | 11.12% | 11.89% | 1.3066 |
|
Moderate |
-1.43% | 2.69% | 7.39% | 9.20% | 1.2277 |
|
Conservative |
-1.36% | 1.55% | 4.75% | 7.03% | 1.1661 |
|
Cash |
0.27% | 0.80% | 3.46% | 4.62% | 1.1201 |
Performance is as of 31 July 2026, after the annual fund charge and before tax. 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.
Useful links
*Medical Funds Management Limited, JBWere (NZ) Limited and Amova 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 values of underlying assets rise or fall.
Medical Funds Management Limited is the manager and issuer of investments in the MAS Investment Funds. A copy of the Product Disclosure Statement (PDS) for the Scheme is available here.
You can access the latest Investment Information which provide a detailed overview of performance, fees, asset mix and key holdings for each fund. If you would like to talk to a MAS Adviser, phone 0800 800 627 or email info@mas.co.nz.