Fund options to suit your needs

Our range of funds ensures you’re able to invest in a fund that suits your financial and lifestyle preferences.

Mint Australasian Equity Fund

Mint's Australasian Equity Fund is a single asset class Fund, which typically invests in New Zealand and Australian listed equities.

Investors should expect returns and risk commensurate with the New Zealand and Australian share markets.

The Fund has an investment objective of outperforming the S&P/NZX50 Gross Index by 3% per annum, before fees, over the medium to long-term.

Mint New Zealand SRI Equity Fund

Mint's New Zealand SRI Equity Fund is a single asset class Fund, which typically invests in New Zealand listed equities.

Investors should expect returns and risk commensurate with the New Zealand share market.

The Fund has been designed to meet specific responsible investment criteria, with the aim of building a portfolio where the holdings in aggregate, generate a better ESG score in our systems than the benchmark S&P/NZX50 Gross Index.

The Fund has an investment objective of outperforming the S&P/NZX50 Gross Index by 2% per annum, before fees, over the medium to long-term.

Mint Australasian Property Fund

Mint's Australasian Property Fund is a single asset class Fund, which typically invests in New Zealand and Australian listed property securities.

The Fund has an investment objective of outperforming the S&P/NZX All Real Estate (Industry Group) Gross Index by 1% per annum, before fees, over the medium to long-term.

Mint Diversified Income Fund

Mint's Diversified Income Fund is a multi-asset class Fund that offers diversification by investing across a number of asset classes both in New Zealand and internationally. These include cash, fixed interest, listed property and equities.

The objective of the Fund is to deliver a total return (through a combination of income and capital growth) in excess of the Consumers Price Index (CPI) by 3% per annum, before fees, over the medium to long-term.

The Fund’s relevant market index is a composite index derived from the underlying asset classes of the Fund. This Fund is Mint’s lowest risk strategy.

Mint Diversified Growth Fund

Mint's Diversified Growth Fund is a multi-asset class Fund that offers a diversified portfolio and aims to provide capital growth over the long-term. The Fund invests primarily in New Zealand and international equities, but will also hold cash and fixed interest securities.

The objective of the Fund is to deliver returns in excess of the Consumers Price Index (CPI) by 4.5% per annum, before fees, over the medium to long-term. The Fund’s relevant market index is a composite index derived from the underlying asset classes of the Fund.

Advice Disclosure Statement

To view Mint Asset Management's Advice Disclosure Statement, click here. 

28.08.18 Mint 0394

29 April 2021

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