Morningstar Fund Report
MAS Kiwisaver - Global Equities
Fund Report | Report generated 26 Oct 2021 | 
Performance
30 Sep 2021
Growth of $10,000
Fund: MAS Kiwisaver - Global Equities
Index: MSCI World GR NZD
Category: Equity Region World
Financial Year Total Returns
| Mar-19 | Mar-20 | Mar-21 | Sep-21 | |
|---|---|---|---|---|
| Fund | 8.35 | -9.33 | 0.00 | 59.55 |
| +/- Cat | 1.51 | -10.57 | -36.38 | 52.14 |
| +/- Index | -2.30 | -13.01 | -31.01 | 49.92 |
Trailing Total Returns
as at 30 Sep 2021| Total Return | +/- Cat | +/- Index | Cat Rank | |
|---|---|---|---|---|
| 1 Month | -2.82 | -0.37 | -0.65 | -- |
| 3 Month | 1.39 | 1.31 | 0.01 | -- |
| 1 Year | -- | -- | -- | -- |
| 3 Year | 11.97 | -0.19 | -0.25 | -- |
| 5 Year | 13.49 | -0.51 | -2.07 | -- |
Risk Analysis
as at 30 Sep 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 31 Aug 2021) |
86.01 |
| Minimum Investment $ | 0 |
| Regular Savings Plan (Yes/No) |
-- |
| Cash Distributions | -- |
Current Investment Style
Style Box is unavailable.
Asset Allocation
Morningstar Sustainability Rating 
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Quick Stats
as at 30 Sep 2021
| APIR Code | -- |
| Legal Type | Superannuation Fund |
| Status | Open |
| Category | Equity Region World |
| Entry Price $ | 2.6267 |
| Exit Price $ | 2.6267 |
| Exit Price 1 Week Change $ |
-0.0550 |
Morningstar Ratings
| Overall |
|
| 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 | -- / -- |