MAS Global Equities Fund
Global Equities Fund is an aggressive KiwiSaver fund managed by MAS. It has 2,426 members and holds $175 million. It opened in 2007.
Fees and returns
- Annual fee
- 0.98% of your balance each year
- Return over 1 year
- +12.6% a year
- Return over 3 years
- +11.0% a year
- Return over 5 years
- +6.7% a year
Figures are after fees and tax, as at Q3 2026, sourced from the FMA Disclose Register.
What it invests in
International equities 67%, australasian equities 30%.
Largest holdings
- Fisher & Paykel Healthcare Ltd 5.04%
- Infratil Ltd 3.82%
- Apple Inc 2.97%
Year by year
| Financial year | Return |
|---|---|
| 2025/26 | +12.6% |
| 2024/25 | +5.1% |
| 2023/24 | +15.7% |
| 2022/23 | −3.5% |
| 2021/22 | +4.5% |
| 2020/21 | +35.3% |
| 2019/20 | −1.2% |
| 2018/19 | +7.8% |
| 2017/18 | +6.7% |
| 2016/17 | +14.7% |
About this fund
The MAS Global Equities Fund is an actively managed fund that invests almost entirely in growth assets — international shares — rather than a diversified mix of shares, bonds and cash. This makes it a single-asset-class share exposure rather than a complete KiwiSaver portfolio. Like all MAS funds it is RIAA-certified for responsible investment. It has operated since 2007 and carries an annual fund charge of 0.98%.
See how all of Medical Assurance Society KiwiSaver's funds have performed