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Medical Assurance Society

MAS Aggressive

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Sub Type Aggressive
Report Date 2026-03-31
Total Assets $267,900,000
Total Cost Ratio 0.99%
Growth Assets 95.00%
Sustainability Rating 4 or 5 globe
Default Option No
Replicated Option No
Period Return
3 months -4.4%
1 year 13.2%
3 years 11.3%
5 years 6.7%
10 years 9.2%

MAS Balanced

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Sub Type Balanced
Report Date 2026-03-31
Total Assets $410,000,000
Total Cost Ratio 0.99%
Growth Assets 61.00%
Sustainability Rating 4 or 5 globe
Default Option No
Replicated Option No
Period Return
3 months -3.3%
1 year 9.1%
3 years 8.9%
5 years 4.8%
10 years 6.7%

MAS Cash

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Sub Type Cash
Report Date 2026-03-31
Total Assets $20,900,000
Total Cost Ratio 0.25%
Growth Assets N/A
Sustainability Rating Below 4 globe
Default Option No
Replicated Option No
Period Return
3 months 0.8%
1 year 3.8%
3 years 5.0%
5 years 3.7%
10 years 2.8%

MAS Conservative

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Sub Type Conservative
Report Date 2026-03-31
Total Assets $84,100,000
Total Cost Ratio 0.85%
Growth Assets 20.00%
Sustainability Rating Below 4 globe
Default Option No
Replicated Option No
Period Return
3 months -1.9%
1 year 4.5%
3 years 5.8%
5 years 2.3%
10 years 3.8%

MAS Global Equities

Kiwisaver • Personal • Visit website
Sub Type International Share
Report Date 2026-03-31
Total Assets $174,600,000
Total Cost Ratio 0.99%
Growth Assets 99.00%
Sustainability Rating Below 4 globe
Default Option No
Replicated Option No
Period Return
3 months -4.5%
1 year 13.6%
3 years 12.0%
5 years 7.3%
10 years 10.2%

MAS Growth

Kiwisaver • Personal • Visit website
Sub Type Growth
Report Date 2026-03-31
Total Assets $524,900,000
Total Cost Ratio 0.99%
Growth Assets 81.00%
Sustainability Rating 4 or 5 globe
Default Option No
Replicated Option No
Period Return
3 months -3.9%
1 year 11.5%
3 years 10.4%
5 years 6.0%
10 years 8.3%

MAS Moderate

Kiwisaver • Personal • Visit website
Sub Type Moderate
Report Date 2026-03-31
Total Assets $88,900,000
Total Cost Ratio 0.95%
Growth Assets 41.00%
Sustainability Rating Below 4 globe
Default Option No
Replicated Option No
Period Return
3 months -2.7%
1 year 6.7%
3 years 7.3%
5 years 3.5%
10 years 5.2%