Choose from a diverse range of funds

Everyone has different goals and circumstances. That's why the MAS KiwiSaver Scheme offers 7 funds to choose from, so you can find an investment option that meets your needs.

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

Show asset allocation
  • International Equities 100%

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

Show asset allocation
  • International Equities 66%
  • Australasian Equities 29%
  • International Fixed Interest 3.3%
  • New Zealand Fixed Interest 1.7%

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

Show asset allocation
  • International Equities 55.5%
  • Australasian Equities 24.5%
  • International Fixed Interest 12%
  • New Zealand Fixed Interest 6.5%
  • Cash & Cash Equivalents 1.5%

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

Show asset allocation
  • International Equities 41.5%
  • Australasian Equities 18.5%
  • International Fixed Interest 22.5%
  • New Zealand Fixed Interest 14%
  • Cash & Cash Equivalents 3.5%

Moderate Fund

Suits those who accept some risk to potentially achieve a moderate return.

Min. suggested investment timeframe: 4 Years

Risk indicator: 4

Show asset allocation
  • International Equities 27.5%
  • Australasian Equities 12.5%
  • International Fixed Interest 35%
  • New Zealand Fixed Interest 19.5%
  • Cash & Cash Equivalents 5.5%

Conservative Fund

Suits those who accept a smaller level of risk to potentially achieve a more stable return.

Min. suggested investment timeframe: 3 Years

Risk indicator: 3

Show asset allocation
  • International Equities 14%
  • Australasian Equities 6%
  • International Fixed Interest 45%
  • New Zealand Fixed Interest 25%
  • Cash & Cash Equivalents 10%

Cash Fund

Suits those who require an investment with very low volatility.

Min. suggested investment timeframe: No minimum

Risk indicator: 1

Show asset allocation
  • Cash & Cash Equivalents 100%

The investment options above show the target asset mix for each fund.

Medical Funds Management Limited is the issuer and manager of the MAS KiwiSaver Scheme. The Product Disclosure Statement is available at MAS KiwiSaver Scheme PDS.

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