Scheme Offer Documents
MAS Investment Funds - Product Disclosure Statement
Download
MAS Investment Funds - Other Material Information
Download
MAS Investment Funds - Statement of Investment Policy & Objectives
Download
Application Forms
Trust including Estate Application Form
Download
Company / Partnership / Other Entity Application Form
Download
Entity Additional Authorised Person Form (application only)
Download
Note - Individual (including child accounts) and joint investors can join online, or complete the application form attached to the back of the Product Disclosure Statement.
Switch and Future Investment Strategy Change Form
Switch and Future Investment Strategy Change Form
Download
Individual / Joint & Entity Withdrawal Forms
Individual / Joint Account Withdrawal Form
Download
Entity Account Withdrawal Form
Download
Annual Reports
MAS Investment Funds Annual Report 2024
Download
Quarterly Investment Fund Updates
MAS Investment Funds Fund Update Booklet 30 September 2024
Download
MAS Investment Funds Fund Update Booklet 30 June 2024
Download
MAS Investment Funds Fund Update Booklet 31 March 2024
Download
Fund Holdings
MAS Investment Funds Fund Holdings Booklet as at 30 September 2024
Download
MAS Investment Funds Fund Holdings Booklet as at 30 June 2024
Download
MAS Investment Funds Fund Holdings Booklet as at 31 March 2024
Download
Financial Statements
MAS Investment Funds Financial Statements for the year ended 31 March 2024
Download
Climate-related Disclosures
MAS Investment Funds Climate-related Disclosures 2024
Download
Medical Funds Management Limited is the issuer and manager of the MAS KiwiSaver Scheme, MAS Retirement Savings Scheme, and MAS Investment Funds. The Product Disclosure Statements are available at MAS KiwiSaver Scheme PDS, MAS 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.