The MAS KiwiSaver Scheme is operated by Medical Funds Management Limited (MAS). The scheme currently serves 20,476 members and manages $1.57 billion in assets. Members can choose from seven funds within a KiwiSaver scheme, providing a range of investment options to suit different financial circumstances and time horizons.
The scheme charges an average annual fee of 0.86% across its funds. The fund line-up includes Balanced, Conservative, Aggressive, Growth, and Defensive options, allowing members to select an investment approach aligned with their goals and risk tolerance. This type of scheme structure typically appeals to members seeking a diversified range of investment choices within a single KiwiSaver arrangement. This information is general only and not financial advice.
Assets
$2B
Total value
Average Return
5.43%
Compare every fund within a KiwiSaver scheme on the FMA Disclose register. Refreshed quarterly. Independent — FundCompare is not a Financial Advice Provider; general information only.
Five year
Average Fee 💰
0.86%
One Year
Total Investors
20.5K
Across all funds
FUND NAME | RISK LEVEL | 5Y RETURN | FEE💰 | Value | Growth Assets | Start Date |
|---|---|---|---|---|---|---|
| Balanced Fund | Balanced | 5.48% | 0.99% | $410M | 60.49% | 01-10-2007 |
| Conservative Fund | Conservative | 2.44% | 0.85% | $84M | 20.06% | 01-10-2007 |
| Global Equities Fund | Aggressive | 8.85% | 0.99% | $175M | 96.66% | 01-10-2007 |
| Growth Fund | Growth | 7.1% | 0.98% | $525M | 79.95% | 01-10-2007 |
| Cash Fund | Defensive | 2.33% | 0.25% | $21M | N/A | 22-12-2008 |
| Aggressive Fund | Aggressive | 7.9% | 0.98% | $268M | 93.82% | 01-10-2007 |
| Moderate Fund | Balanced | 3.89% | 0.95% | $89M | 40.43% | 01-10-2007 |
Manager identity sourced from the most recent FMA-filed Quarterly Fund Update. See the cross-scheme manager relationships map to see whether this manager operates across multiple schemes.
Every provider page on FundCompare ships with structured JSON and a plain-markdown summary alongside the HTML — so LLMs, MCP clients, and analysts can cite the same regulator-sourced data the page renders. Source documents come from FMA Disclose, IRD, and Sorted Fund Finder.
Opens Cursor and adds the MCP server with one confirmation
Opens VS Code MCP install dialog
Full per-client guide + ChatGPT GPT setup at /api/mcp.
curl -s "https://fundcompare.co.nz/api/provider/mas/facts.json" | jq .import requests
data = requests.get("https://fundcompare.co.nz/api/provider/mas/facts.json").json()
print(data["fund_name" if "provider" == "fund" else "name"])# Claude Code (CLI):
claude mcp add --transport http fundcompare https://fundcompare.co.nz/mcp
# Cursor / Cline / Continue (settings JSON):
{ "mcpServers": { "fundcompare": { "url": "https://fundcompare.co.nz/mcp" } } }
# Claude Desktop (UI): Settings → Connectors → Add custom connector
# URL: https://fundcompare.co.nz/mcp
# Claude Desktop via JSON (uses npx mcp-remote bridge):
{ "mcpServers": { "fundcompare": {
"command": "npx", "args": ["-y", "mcp-remote", "https://fundcompare.co.nz/mcp"]
} } }
# Tools: search_funds, get_fund, get_provider, get_qfu_filing — anonymous, free.FundCompare is not a Financial Advice Provider. Data is sourced from FMA Disclose, IRD, and Sorted Fund Finder. The endpoints above are free, public, and cached for one hour. KiwiSaver® is a registered trademark of Inland Revenue.
The information provided on this website is not a recommendation to buy, sell, or hold any financial products. Nothing on this website constitutes financial advice for the purposes of the Financial Markets Conduct Act 2013. FundCompare.co.nz is not a licensed Financial Advice Provider.
Investing involves risk. The value of your KiwiSaver investment can go down as well as up, and you may get back less than you put in. Past performance is not a reliable indicator of future returns.
Before making any investment decision, you should read the Product Disclosure Statement (PDS) for the fund carefully. If you have questions or are unclear about the implications of your investment decision, you should seek advice from a licensed Financial Advice Provider.
All information displayed is sourced from KiwiSaver scheme providers, the Disclose Register, and the Sorted Smart Investor universal feed (operated by Te Ara Ahunga Ora Retirement Commission), or other publicly available sources. We take reasonable steps to ensure accuracy but cannot guarantee information is always current or complete.
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Quarterly Fund Updates, Product Disclosure Statements, SIPOs, and Annual Reports indexed from the FMA Disclose register. Click into a filing for the per-fund extracted data.
| Period | Type | Source PDFs | Status | Filing page |
|---|---|---|---|---|
| 2024-12-02 | SIPO | 1 PDF | Pending | PDF only |
| 2024-08-02 | SIPO | 1 PDF | Pending | PDF only |
| 2024-04-11 | SIPO | 1 PDF | Pending | PDF only |
| 2026-04-01 | PDS | 1 PDF | Pending | PDF only |
| 2018-11-30 | PDS | 1 PDF | Pending | PDF only |
| 2017-09-21 | PDS | 1 PDF | Pending | PDF only |
| 2016-03-31 | PDS | 1 PDF | Pending | PDF only |
| 2018-03-31 | AR | 1 PDF | Pending | PDF only |
Source: FMA Disclose register. Filings auto-refresh weekly via the FundCompare ingestion pipeline.