MAS KiwiSaver Plan Returns (as at 31 May 2019)

Unit prices and returns are after fees and before tax.

 

FUND UNIT PRICE 1 MONTH 3 MONTHS 1 YEAR 3 YEARS P.A. 5 YEARS P.A.
Cash 1.1994 0.18% 0.53% 2.23% 2.37% 2.87%
Conservative* 1.3830 -0.12% 1.95% 3.97% 4.53% 5.33%
Moderate* 1.4784 -0.73% 2.25% 4.38% 5.48% 6.18%
Balanced 1.5879 -1.53% 2.47% 4.55% 6.38% 7.13%
Growth 1.6876 -2.45% 2.50% 4.62% 7.54% 8.01%
Aggressive 1.7722 -3.02% 2.45% 4.52% 8.44% 8.69%
Global Equities 1.8252 -3.77% 2.33% 4.29% 9.20% 9.07%

*Note: Conservative was previously called Defensive, and Moderate was previously Conservative.

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.