Investment Annual Report 2024 - Highlights

Management fees lowered 

As a mutual, it’s important we deliver value to our members and in November 2023 we lowered the management fees on all of our Funds. 

For more information visit our Management Fee - Changes article 

A new MAS Investor Portal 

In January 2024 we launched our new Investor Portal. You have access to all of the services that were previously available through the MAS Investor Portal, but now with additional features. This includes the ability to switch Funds online, an improved dashboard to help you view all of your MAS investment accounts in one place, greater access to tools and resources to help you manage your account, and enhanced security via Multi Factor Authentication.

For more information visit our Introducing the new MAS Investor Portal article

Helping members achieve their financial goals 

Specialist MAS Advisers now have the ability to offer members goals-based investment advice to help them achieve a range of outcomes suited to their stage of life. This includes advice on saving for retirement, saving for a first home, generating sustainable income in retirement, saving for a child or grandchild, and/or saving for a different purpose. 

For more information visit our Financial Advisers page

Member account balances are now over $2.5b 

For the first time, the funds under management in the MAS investment schemes have reached $2.5b. We feel this is an endorsement of support and trust from our members. 

For more information visit MAS reaches $2.5b investment funds under management article

Investing responsibly 

We invest members’ money responsibly by actively investing for healthier returns and a healthier planet. We do this by investing in companies with green revenues, restricting exposure to harmful sectors, integrating ESG considerations into investment decisions, and using shareholder voting rights to seek to influence companies to conduct their business in a socially and environmentally responsible manner. During the year, we published our first standalone MAS Responsible Investment Policy to provide members with greater insight as to how our approach works in practice. 

To find out more about our approach to responsible investing and for a copy of the MAS Responsible Investing Policy visit our Responsible Investments page.