MAS Aggressive Fund
Aggressive Fund is an aggressive KiwiSaver fund managed by MAS. It has 3,992 members and holds $268 million. It opened in 2007.
Fees and returns
- Annual fee
- 0.97% of your balance each year
- Return over 1 year
- +12.2% a year
- Return over 3 years
- +10.3% a year
- Return over 5 years
- +6.1% a year
Figures are after fees and tax, as at Q3 2026, sourced from the FMA Disclose Register.
How it compares
Over the last five years this fund returned +6.1% a year. The median for mainstream aggressive funds over the same period was +6.3% a year, across 13 funds. This fund is behind that median, by 0.2 percentage points.
What it invests in
International equities 65%, australasian equities 29%.
Largest holdings
- Fisher & Paykel Healthcare Ltd 4.85%
- Infratil Ltd 3.68%
- Apple Inc 2.84%
Year by year
| Financial year | Return |
|---|---|
| 2025/26 | +12.2% |
| 2024/25 | +4.6% |
| 2023/24 | +14.4% |
| 2022/23 | −3.5% |
| 2021/22 | +3.8% |
| 2020/21 | +30.3% |
| 2019/20 | −0.7% |
| 2018/19 | +7.1% |
| 2017/18 | +6.3% |
| 2016/17 | +12.6% |
About this fund
The MAS Aggressive Fund is an actively managed diversified fund invested around 95% in growth assets — predominantly New Zealand and international shares — with around 5% in income assets. Like all MAS funds it is RIAA-certified for responsible investment. It has operated since 2007 and carries an annual fund charge of 0.97%.
See how all of Medical Assurance Society KiwiSaver's funds have performed