MAS KiwiSaver Plan Returns (as at 3 July 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.* |
| Cash | 1.2182 | 0.05% | 0.04% | 0.14% | 0.15% | 1.40% | 1.98% | 2.31% |
| Conservative | 1.4641 | 1.28% | 1.08% | 5.48% | 5.69% | 3.91% | 4.69% | 4.48% |
| Moderate | 1.5965 | 1.88% | 1.54% | 8.06% | 8.42% | 5.21% | 5.93% | 5.21% |
| Balanced | 1.7432 | 2.31% | 1.84% | 10.40% | 10.91% | 6.02% | 7.14% | 6.00% |
| Growth | 1.8755 | 2.80% | 2.19% | 12.77% | 13.44% | 6.45% | 8.16% | 6.91% |
| Aggressive | 1.9828 | 3.05% | 2.38% | 14.00% | 14.75% | 6.71% | 8.85% | 7.27% |
| Global Equities | 2.0724 | 3.45% | 2.68% | 16.23% | 17.10% | 7.61% | 9.62% | 7.75% |
*To 30 June 2020
MAS KiwiSaver Plan fund unit prices for the year to 3 July 2020
You can find the same information for the MAS Retirement Savings Plan here.
Annual Fund Updates
Statement of Investment Policy and Objectives
Holdings
MAS KiwiSaver Plan - Annual Report
Annual Statements - Information on Fees
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