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Savings & Investment

Socially Responsible Investments

Making a return is one thing, but doing it ethically and sustainably is more challenging, yet we believe more rewarding. 

Our Members have long been concerned with the health and well-being of all New Zealanders. With that in mind, we have looked closely at how we can reflect those concerns in the types of investments we make on your behalf. Our objective remains to achieve excellent long-term results for our Members, but we concluded that we could also make a better, positive contribution to the environment and human health.

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Our investments are changing for good.

The Medical Assurance Society KiwiSaver Plan and the Retirement Savings Plan now implement refined investment policies that better reflect our commitment to a sustainable and healthy future for New Zealand, our planet, and its people.


With the help of a recognised global leader in responsible investment who applies complex investment screens on our behalf, we will not invest in companies whose principal business activity is :

  • the manufacture and sale of armaments
  • the manufacture and sale of tobacco
  • the exploration, extraction, refining or processing of fossil fuels
  • any utility that primarily burns fossil fuels.

We also apply this policy to MAS reserves, the money MAS holds to invest for the future and to pay our life and general insurance claims. That means more than $1.4 billion of investment funds are playing their part for global health and well-being.

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Sustainable Returns. 

Socially responsible investment is not just the right thing to do, we think it’s good business. We, and many others, foresee that demand for fossil fuels will wane over the next 10 years, and MAS has the opportunity to invest in industries that will offer the greatest potential for wealth creation over the next generation.

We believe that over time your returns should keep performing well against industry benchmarks. Your MAS investment fund charges will also decrease as we take advantage of new investments with socially responsible screens.

There is an increasing pool of evidence that investing responsibly does not result in sacrificing investment returns. Research by Deutsche Bank (2012) found that responsible investment was shown to have a positive impact in 77% of studies, 22% showed no impact, while only 1% had a negative impact.

 

Here for good.

Sustainability is at the core of our investment beliefs and we are confident you will support our new socially responsible investment approach. We look forward to working together with our Members to make a positive contribution to the environment and human health.

 

Socially Responsible Investing Questions and Answers

Socially Responsible Investing Join MAS 

The Product Disclosure Statement for the Medical Assurance Society KiwiSaver Plan is available here. The Product Disclosure Statement for the Medical Assurance Society Retirement Savings Plan is available here. The Trustees of the Medical Assurance Society KiwiSaver Plan and the Medical Assurance Society Retirement Savings Plan are the issuer and manager of each of those Plans.