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Mint Nominated for Morningstar Fund Manager of the Year Domestic Equities Again!

27 February 2020

Morningstar recently announced the finalists for the 2020 Morningstar New Zealand Awards and Mint Asset Management has again made the short list for the domestic equites award after winning the category last year.

Rebecca Thomas Chief Executive Officer & Executive Director said she was thrilled to once again see the Mint Australasian Equites Fund make the shortlist, which reflects the fundamental investment approach Mint has been delivering since the fund was established back in February 2007.

Aman Ramrakha, Morningstar Australasia’s Director of Manager Research Rating said in their media release “In 2019, all major asset classes had positive returns, in particular New Zealand equities, which set a high hurdle for active managers. As the pool of assets in New Zealand continues to grow steadily, Morningstar’s annual Awards highlight the quality of investments available to New Zealand investors. Being nominated for an award is a testament to the fund manager’s ability to offer consistent, high-performing investments that help investors reach their financial goals.” 

Anthony Halls, Head of Investments at Mint, said the last 12 months to December was both challenging and very rewarding for investors and it’s a great reflection of the team approach and expertise at Mint to consistently deliver good returns while managing the portfolio with the least amount of risk.

Morningstar determines the winner based on a combination of qualitative research by its manager research analysts; risk-adjusted returns over medium- to long-term periods; and performance in the 2019 calendar year. Morningstar's Manager Research analysts assess the track record for a fund based on Morningstar's Risk-Adjusted Return measure over the one-, three-, five-, and ten-year periods. The objective is to screen for fund managers that have provided consistently strong returns, and not just reward those with the most impressive one-year return.

For further information about the Australia New Zealand Active Equity Trust or any other fund in the Mint range please call David Boyle, Head of Sales and Marketing, on 09 300 8487

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