The tables below show the MAS investment products' performance as of 30 June 2025.
Performance is after the annual fund charge and before tax. Performance for periods longer than one year is per annum. Please note that past performance is not an indicator of future performance.

MAS KiwiSaver Scheme fund performance

Fund 1 mth 3 mths 1 yr 3 yrs (p.a.) 5 yrs (p.a.) 10 yrs (p.a.)

Unit Price
(04/07/2025)

Global Equities 2.85% 6.06% 11.34% 12.24% 9.32% 8.53% 3.2461
Aggressive 2.81% 5.93% 10.76% 11.36% 8.33% 7.80% 2.9692
Growth 2.53% 5.24% 10.35% 10.58% 7.51% 7.21% 2.7023
Balanced 2.14% 4.22% 9.20% 8.94% 5.85% 5.93% 2.3213
Moderate 1.75% 3.22% 8.06% 7.31% 4.20% 4.71% 1.9642
Conservative 1.35% 2.23% 6.92% 5.69% 2.75% 3.61% 1.6773
Cash 0.34% 1.11% 5.34% 4.86% 3.25% 2.78% 1.4298

 


MAS Retirement Savings Scheme fund performance

Fund

1 mth

3 mths

1 yr

3 yrs (p.a.)

5 yrs (p.a.)

10 yrs (p.a.)

Unit Price
(04/07/2025)

Global Equities

2.86% 6.07% 11.36% 12.25% 9.34% 8.48% 3.2366

Aggressive

2.81% 5.91% 10.74% 11.37% 8.31% 7.73% 2.9450

Growth

2.53% 5.25% 10.36% 10.57% 7.52% 7.32% 2.7410

Balanced

2.14% 4.21% 9.18% 8.93% 5.84% 5.87% 2.2933

Moderate

1.76% 3.23% 8.08% 7.31% 4.21% 4.76% 1.9731

Conservative

1.34% 2.27% 6.91% 5.68% 2.73% 3.55% 1.6683

Cash

0.47% 1.12% 5.34% 4.86% 3.25% 2.77% 1.4236

 


MAS Investment Funds fund performance

Fund

1 mth

3 mths

1 year

Since Inception*

Unit Price
(04/07/2025)

Global Equities

2.84% 6.13% 11.43%

18.28%

1.1956

Aggressive

2.82% 6.18% 11.02%

17.22%

1.1843

Growth

2.52% 5.28% 10.40%

16.18%

1.1721

Balanced

2.13% 4.22% 9.23%

14.06%

1.1487

Moderate

1.73% 3.31% 8.04%

11.97%

1.1246

Conservative

1.33% 2.21% 6.76%

10.08%

1.1032

Cash

0.35% 1.13% 5.40%

7.60%

1.0767

*The return since inception is the return since the start date of the fund. Although the first PDS for the Scheme was registered on 31 January 2024, unit pricing for the Funds in the Scheme did not start until 12 February 2024.


*Medical Funds Management Limited, JBWere (NZ) Pty Ltd and Nikko Asset Management New Zealand 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 value of underlying assets rise or fall.

Medical Funds Management Limited is the issuer and manager of the MAS KiwiSaver Scheme, MAS Retirement Savings Scheme, and MAS Investment FundsThe Product Disclosure Statements are available at MAS KiwiSaver Scheme PDSMAS Retirement Savings Scheme PDS, and MAS Investment Funds PDS

If you would like to talk to a MAS Adviser, phone 0800 800 627 or email info@mas.co.nz