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About

Morningstar Fund Report

MAS Kiwisaver - Aggressive

Retail

Fund Report | Report generated 19 Sep 2021 |

Performance

31 Aug 2021

Growth of $10,000

Fund
Fund: MAS Kiwisaver - Aggressive
Index
Index: Morningstar NZ Msec Aggressive TR NZD
Category
Category: Multisector - Aggressive

Financial Year Total Returns

Mar-19 Mar-20 Mar-21 Aug-21
Fund 7.73 -1.78 33.08 9.41
+/- Cat 0.23 3.42 -0.09 0.58
+/- Index -3.14 -1.71 4.42 0.16

Trailing Total Returns

as at 31 Aug 2021
Total Return +/- Cat +/- Index Cat Rank
1 Month 3.41 1.08 1.56 1 / 28
3 Month 7.50 1.61 0.05 4 / 27
1 Year 20.10 -0.06 0.33 10 / 27
3 Year 11.62 0.83 0.46 6 / 26
5 Year 12.79 1.34 -0.19 4 / 21

Risk Analysis

as at 31 Aug 2021
3-Year Risk Measures Fund Category Index
Standard Deviation 12.5 12.58 11.99
Sharpe Ratio 0.88 0.8 --
R-Squared 90.32 86.76 --
Beta 0.99 0.98 --
Alpha 0.57 -0.31 --

Fund Details

Fund Inception 31 Mar 2013
Responsible Entity Medical Funds Management Limited
Fund Manager Medical Funds Management Limited
Base Currency $NZ
Net Assets $Mil
(as at --)
--
Minimum Investment $ 0
Regular Savings Plan
(Yes/No)
--
Cash Distributions --

Current Investment Style

 

Style Box is unavailable.

Asset Allocation

Morningstar Sustainability Rating  Learn more

Quick Stats

as at 07 Sep 2021

APIR Code --
Legal Type Superannuation Fund
Status Open
Category Multisector - Aggressive
Entry Price $ 2.5210
Exit Price $ 2.5210
Exit Price
1 Week Change $
0.0052

Morningstar Ratings

Overall 4
3 Year 4
5 Year 4
10 Year  

Prosective Fees & Costs

as at --

Total Cost Ratio (Prospective) --
Investment Management Fee --
Performance Fee Costs --
Administration Fees & Costs --
Buy Spread/Sell Spread -- / --