Investment Options

We have designed three retail managed funds, each offering a different investment objective and level of risk. All our funds invest using the same investment principles, tailored to meet different investment outcomes.

plant 1

Mint Diversified Income Fund (Retail)

This Fund looks to offer investors a sustainable income, whilst generating enough capital growth to protect the income generating capital from inflation. The Fund invests in a diversified range of assets which includes: cash, fixed interest (including credit products), listed property and equities.

The cash, fixed interest and credit asset classes are intended to provide the bulk of the portfolio income stream, and they are selected on the basis of sustainable yield. Cash will primarily be deposits and short-term securities issued by New Zealand registered banks.

The listed property asset class is intended to provide a superior yield and potential for capital growth at a relatively low volatility. The equity asset classes are intended to provide capital growth to the portfolio.

This Fund has a lower risk profile than that expected of the equities and listed property asset classes.

 

 

plant 2

Mint Australia New Zealand Real Estate Investment Trust (Retail)

A portfolio of actively managed Australian and New Zealand listed property and property-related shares. This fund targets total return from predominantly investing in opportunities with exposure to commercial property and the relatively lower risk long term growth characteristics of those assets.

Listed property securities (LPS) are financial securities that control underlying physical property. They generate income and valuation gains for investors from the ownership and management of physical property assets.

LPS are traded on the stock market meaning that their value is easily realisable. LPS fit between equities & bonds in the risk spectrum.

An investment in these securities offers investors exposure to the returns from a range of property assets in New Zealand, Australia and overseas. 

 

plant 3

Mint Australia New Zealand Active Equity Trust ( Retail)

This fund has a portfolio of Australian and New Zealand shares which targets consistent capital growth. This is achieved through active management of the portfolio, investing in a range of companies through every stage of the economic cycle.
 
By investing in companies we are trying to capture the growth of the underlying economy in which we are investing and, by actively managing the portfolio we are looking to add value over and above the underlying economy. Shares are referred to as a growth asset class. Values are expected to rise in the long run.

However, over shorter time frames share markets rise and fall which creates volatility and requires investors in shares to have a tolerance for these ups and downs and for them to be prepared to take a longer term view of their investments of at least five years.

Interested in wholesale investment?

We offer both funds and segregated mandates. If you are a wholesale investor or consultant, please contact our team for further information.