Morningstar Fund Report
MAS Kiwisaver - Moderate
Fund Report | Report generated 23 Sep 2021 | 
Performance
31 Aug 2021
Growth of $10,000
Fund: MAS Kiwisaver - Moderate
Index: Morningstar NZ Msec Moderate TR NZD
Category: Multisector - Moderate
Financial Year Total Returns
| Mar-19 | Mar-20 | Mar-21 | Aug-21 | |
|---|---|---|---|---|
| Fund | 5.05 | -0.50 | 17.57 | 4.59 |
| +/- Cat | -0.72 | -0.48 | 6.06 | 1.22 |
| +/- Index | -2.44 | -3.33 | 8.02 | 0.70 |
Trailing Total Returns
as at 31 Aug 2021| Total Return | +/- Cat | +/- Index | Cat Rank | |
|---|---|---|---|---|
| 1 Month | -- | -- | -- | -- |
| 3 Month | 3.86 | 1.61 | 0.77 | -- |
| 1 Year | 8.86 | 2.60 | 2.95 | -- |
| 3 Year | 7.15 | 1.68 | 1.06 | -- |
| 5 Year | 7.18 | 1.88 | 1.03 | -- |
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 31 Aug 2021) |
78.70 |
| 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 07 Sep 2021
| APIR Code | -- |
| Legal Type | Superannuation Fund |
| Status | Open |
| Category | Multisector - Moderate |
| Entry Price $ | 1.7928 |
| Exit Price $ | 1.7928 |
| Exit Price 1 Week Change $ |
-0.0003 |
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 | -- / -- |