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About

Morningstar Fund Report

MAS Kiwisaver - Aggressive

Retail

Fund Report | Report generated 26 Jan 2022 |

Performance

31 Dec 2021

Growth of $10,000

Fund
Fund: MAS Kiwisaver - Aggressive
Index
Index: Morningstar NZ Agg Tgt Alloc NR NZD
Category
Category: Multisector - Aggressive

Financial Year Total Returns

Mar-19 Mar-20 Mar-21 Dec-21
Fund 7.73 -1.78 33.08 11.94
+/- Cat 0.23 3.42 -0.09 1.30
+/- Index -2.23 -0.55 4.07 0.12

Trailing Total Returns

as at 31 Dec 2021
Total Return +/- Cat +/- Index Cat Rank
1 Month 2.56 0.19 -0.58 9 / 21
3 Month 5.07 1.22 0.10 5 / 21
1 Year 14.89 0.56 -2.36 6 / 20
3 Year 17.21 1.84 1.18 3 / 19
5 Year 12.25 0.82 -0.40 3 / 15

Risk Analysis

as at 31 Dec 2021
3-Year Risk Measures Fund Category Index
Standard Deviation 11.47 11.41 10.78
Sharpe Ratio 1.39 1.22 --
R-Squared 89.35 87.55 --
Beta 1.01 0.99 --
Alpha 1 -0.87 --

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 31 Dec 2021)
160.07
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 31 Dec 2021

APIR Code --
Legal Type Superannuation Fund
Status Open
Category Multisector - Aggressive
Entry Price $ 2.5741
Exit Price $ 2.5741
Exit Price
1 Week Change $
0.0167

Morningstar Ratings

Overall 4
3 Year 4
5 Year 4
10 Year  

Prosective Fees & Costs

as at 03 Nov 2021

Total Cost Ratio (Prospective) 1.15%
Investment Management Fee 1.00%
Performance Fee Costs 0.00%
Administration Fees & Costs --
Buy Spread/Sell Spread -- / --