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 Australia New Zealand Active Equity Trust (Retail)

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/NZX Gross Index (which is the Fund’s relevant market index) by 3% per annum over a rolling 3-year basis in New Zealand dollar terms.

Mint Australia New Zealand Real Estate Investment Trust (Retail)

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 Property Gross Index (which is the Fund’s relevant market index) by 2% per annum over a rolling 3-year basis in New Zealand dollar terms.

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.

Our objective is to deliver regular income and moderate capital growth at a relatively low risk. 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. 

Our objective is to deliver capital growth over the long term. Investors should expect returns and risk to sit between the risk profiles of the property and equities asset classes.