MAS KiwiSaver Plan Returns (as at 31 December 2019)
Unit prices and returns are after fees and before tax.
Financial Year to date is from 1 April.
| FUND | UNIT PRICE | 1 MONTH | 3 MONTHS | FY TO DATE | 1 YEAR | 3 YEARS P.A. | 5 YEARS P.A. |
| Cash | 1.2119 | 0.14% | 0.41% | 1.40% | 1.92% | 2.24% | 2.61% |
| Conservative* | 1.4422 | -0.08% | 0.63% | 5.10% | 9.24% | 5.38% | 5.07% |
| Moderate* | 1.5734 | 0.17% | 1.61% | 7.36% | 13.24% | 6.83% | 6.25% |
| Balanced | 1.7278 | 0.23% | 2.64% | 9.81% | 17.94% | 8.56% | 7.69% |
| Growth | 1.8752 | 0.33% | 3.75% | 12.03% | 22.41% | 10.23% | 9.09% |
| Aggressive | 1.9893 | 0.35% | 4.27% | 13.07% | 24.44% | 11.25% | 10.01% |
| Global Equities | 2.0866 | 0.55% | 5.29% | 14.92% | 28.17% | 12.41% | 10.86% |
*Note: Conservative was previously called Defensive, and Moderate was previously Conservative.
Investment Commentary for the quarter ended 30 September 2019
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