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About

Morningstar Fund Report

MAS Kiwisaver - Growth

Retail

Fund Report | Report generated 19 Oct 2021 |

Performance

30 Sep 2021

Growth of $10,000

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

Financial Year Total Returns

Mar-19 Mar-20 Mar-21 Sep-21
Fund 7.14 -5.32 35.08 5.80
+/- Cat -0.22 -1.88 6.32 0.13
+/- Index -3.37 -5.54 11.20 -0.46

Trailing Total Returns

as at 30 Sep 2021
Total Return +/- Cat +/- Index Cat Rank
1 Month -2.43 -0.69 -0.95 --
3 Month 1.13 0.23 0.00 --
1 Year -- -- -- --
3 Year 10.13 0.59 0.64 --
5 Year 10.82 0.91 0.05 --

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)
355.24
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 30 Sep 2021

APIR Code --
Legal Type Superannuation Fund
Status Open
Category Multisector - Growth
Entry Price $ 2.2648
Exit Price $ 2.2648
Exit Price
1 Week Change $
-0.0409

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 -- / --