Investment options

We have designed four 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.

Mint Australasian Equity Fund

This is a single asset class Fund, investing predominantly in Australasian equities, and targeting medium to long-term growth. Investors should expect returns and risk commensurate with the New Zealand and Australian share markets.

Our objective is to outperform the S&P/NZX50 Gross Index (which is the Fund’s relevant market index) by 3% per annum, before fees, over the medium to long-term.

Mint Australasian Property Fund

This is a single asset class Fund, investing predominantly in Australasian listed property securities. Investors should expect returns and risk commensurate with the listed property sector of the New Zealand and Australian share markets.

Our objective is to outperform the S&P/NZX All Real Estate (Industry Group) Gross Index (which is the Fund’s relevant market index) by 1% per annum, before fees, over the medium to long-term.

Mint Diversified Income Fund

This is a multi-asset class Fund that invests across a range of asset types which includes: cash, fixed interest (including credit products), listed property and equities.

The objective of the Fund is to deliver moderate capital growth in excess of the Consumer Price Index (CPI) by 3% per annum, before fees, over the medium to long-term, while also providing income on a quarterly basis. This Fund is Mint’s lowest risk strategy and investors should expect returns and risk to sit between the risk profiles of the fixed interest and property asset classes.

Mint Diversified Growth Fund

This is a multi-asset class Fund that invests across a range of asset types which includes: cash, fixed interest (including credit products), listed property and equities. 

The objective of the Fund is to deliver returns in excess of the Consumer Price Index (CPI) by 4.5% per annum, before fees, over the medium to long-term. Investors should expect returns and risk to sit between the risk profiles of the property and equities asset classes.