MAS Retirement Savings Plan Investment Reports
Retirement Savings Plan returns as at 31 December 2018
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.|
Note: Conservative was previously called Defensive, and Moderate was previously Conservative.
Medical Assurance Society KiwiSaver 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.
Annual Fund Updates
Annual Statements - Information on Fees
The Product Disclosure Statement for the Medical Assurance Society Retirement Savings Plan is available here. The Trustees of the Medical Assurance Society Retirement Savings Plan are the issuer and manager of the Plan.