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Product Documents

Scheme Offer Documents

MAS Investment Funds - Product Disclosure Statement Download
MAS Investment Funds - Other Material Information Download
MAS Investment Funds - Statement of Investment Policy & Objectives Download

Application forms

Application Forms

Trust including Estate Application Form Download
Company / Partnership / Other Entity Application Form Download
Entity Additional Authorised Person Form (application only) Download

Note - Individual (including child accounts) and joint investors can join online, or complete the application form attached to the back of the Product Disclosure Statement.

Switch and direct debit forms

Switch and Future Investment Strategy Change Form

Switch and Future Investment Strategy Change Form Download

Direct Debit Forms

Direct Debit Authority Forms Download
Direct Debit Change Form Download

Withdrawal Forms

Individual / Joint & Entity Withdrawal Forms

Individual / Joint Account Withdrawal Form Download
Entity Account Withdrawal Form Download

Investment Information

Annual Reports

MAS Investment Funds Annual Report 2025 Download
MAS Investment Funds Annual Report 2024 Download

Quarterly Investment Fund Updates

MAS Investment Funds Fund Update Booklet 30 September 2025 Download
MAS Investment Funds Fund Update Booklet 30 June 2025 Download
MAS Investment Funds Fund Update Booklet 31 March 2025 Download
MAS Investment Funds Fund Update Booklet 31 December 2024 Download
MAS Investment Funds Fund Update Booklet 30 September 2024 Download
MAS Investment Funds Fund Update Booklet 30 June 2024 Download
MAS Investment Funds Fund Update Booklet 31 March 2024 Download

Fund Holdings

MAS Investment Funds Fund Holdings Booklet as at 30 June 2025 Download
MAS Investment Funds Fund Holdings Booklet as at 31 March 2025 Download
MAS Investment Funds Fund Holdings Booklet as at 31 December 2024 Download
MAS Investment Funds Fund Holdings Booklet as at 30 September 2024 Download
MAS Investment Funds Fund Holdings Booklet as at 30 June 2024 Download
MAS Investment Funds Fund Holdings Booklet as at 31 March 2024 Download

Financial Statements

MAS Investment Funds Financial Statements for the year ended 31 March 2024 Download

Climate-related Disclosures

Climate-related Disclosures

MAS Investment Funds Climate-related Disclosures 2025 Download
MAS Investment Funds Climate-related Disclosures 2024 Download

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