Retirement Savings 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 1.2126 0.06% 0.05% 0.16% 0.17% 1.49% 2.03% 2.28%
Conservative 1.4579 1.27% 1.06% 5.57% 5.78% 4.36% 4.79% 4.38%
Moderate 1.6032 1.94% 1.59% 8.13% 8.50% 5.26% 6.01% 5.30%
Balanced 1.7229 2.33% 1.85% 10.45% 10.98% 5.90% 7.05% 5.90%
Growth 1.9017 2.88% 2.25% 12.94% 13.63% 6.48% 8.34% 7.12%
Aggressive 1.9677 3.04% 2.37% 14.22% 14.97% 6.87% 8.79% 7.15%
Global Equities 2.0649 3.45% 2.68% 16.36% 17.24% 7.48% 9.51% 7.63%

*To 30 June 2020


MAS Retirement Savings Plan fund unit prices for the year to 3 July 2020

MAS Retirement Savings Plan fund unit price chart for the year ended 3 July 2020



You can find the same information for the MAS KiwiSaver Plan here.