MAS KiwiSaver Plan Returns (as at 18 September 2020)

Unit prices and returns are after fees and before tax.

Financial Year to date is from 1 April 2020.

FUND UNIT PRICE MONTH TO DATE 1 MONTH* 3 MONTHS* FY TO DATE 1 YEAR* 3 YEARS P.A.* 5 YEARS P.A.*
Global Equities 2.1264 -3.53% 4.60% 10.02% 20.15% 13.38% 11.36% 9.83%
Aggressive 2.0317 -3.01% 4.02% 8.87% 17.58% 11.48% 10.32% 9.05%
Growth 1.9196 -2.62% 3.57% 8.05% 16.11% 10.54% 9.49% 8.47%
Balanced 1.7818 -1.85% 2.76% 6.55% 13.37% 8.80% 8.12% 7.17%
Moderate 1.6299 -1.04% 1.91% 5.11% 10.69% 6.83% 6.61% 6.05%
Conservative 1.4906 -0.45% 1.26% 3.58% 7.60% 4.58% 5.04% 5.00%
Cash 1.2209 0.05% 0.10% 0.22% 0.37% 1.24% 1.90% 2.22%

*To 31 August 2020


MAS KiwiSaver Plan fund unit prices for the year to 18 September 2020

MAS KiwiSaver Plan fund unit price chart for the year ended 18 September 2020



Medical Assurance Society KiwiSaver Plan and Retirement Savings Plan Trustees, Medical Assurance Society New Zealand Limited, JBWere (NZ) Pty Ltd and Bancorp Treasury Services 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.

The Trustees of the Medical Assurance Society KiwiSaver/Retirement Savings Plans (the Plans) are the issuer and manager of the Plans. Copies of the Product Disclosure Statements (PDS) are available here and here. If you would like to receive a hard copy of the PDS, or for personal, tailored advice, you can talk to a MAS adviser by phoning 0800 800 627 or emailing info@mas.co.nz