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About

Morningstar Fund Report

MAS Kiwisaver - Cash

Retail

Fund Report | Report generated 19 Sep 2021 |

Performance

31 Aug 2021

Growth of $10,000

Fund
Fund: MAS Kiwisaver - Cash
Index
Index: S&P/NZX NZ Call Rate GR NZD
Category
Category: Cash

Financial Year Total Returns

Mar-19 Mar-20 Mar-21 Aug-21
Fund 2.27 1.77 0.83 0.29
+/- Cat 0.36 0.38 0.45 0.24
+/- Index 0.50 0.59 0.58 0.18

Trailing Total Returns

as at 31 Aug 2021
Total Return +/- Cat +/- Index Cat Rank
1 Month -- -- -- --
3 Month 0.16 0.14 0.10 --
1 Year 0.79 0.64 0.54 --
3 Year 1.39 0.42 0.54 --
5 Year 1.80 0.45 0.58 --

Risk Analysis

as at 31 Aug 2021
3-Year Risk Measures Fund Category Index
Standard Deviation -- -- --
Sharpe Ratio -- -- --
R-Squared -- -- --
Beta -- -- --
Alpha -- -- --

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 Cash
Entry Price $ 1.2301
Exit Price $ 1.2301
Exit Price
1 Week Change $
0.0001

Morningstar Ratings

Overall 0
3 Year  
5 Year  
10 Year  

Prosective Fees & Costs

as at --

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