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Mint Australia New Zealand Active Equity Trust ( Retail)

Unit Value (as at 31 October 2017) = 2.6858

Fund Performance

As at 31 October 2017

  1 month 1 year 2 years* 5 years* 7 years*

10 years*

Since inception*
Mint Active Equity Trust** 3.05% 17.78% 14.22% 17.00% 14.92% 9.06% 9.70%
NZX 50 Gross Index 2.72% 17.03% 16.65% 15.53% 13.76% 6.83% 6.43%

* Per annum
** Mint returns are after all fees have been deducted and before tax

Key Features for the Fund

  • Actively managed 'high conviction' unit trust investing in securities listed on the stock exchanges of Australia and New Zealand
  • Targeting returns above the NZX 50 Gross Index + 3.0% per annum
  • No fixed allocation between countries, regions or sectors
  • Consistent returns via Total Return approach + Active Management (GARP style - Growth At the Right Price)
  • 1.0% Management fee. Performance fee = 10% of out-performance above NZX 50 Gross Index + 3.0% p.a. with a once and for all high water mark
  • Cash – where attractive opportunities do not exist the Trust will hold cash/yielding securities
  • Suitable for investors with a minimum 5 year investment horizon
  • Target 25 – 40 holdings
  • Currency risk hedged at manager's discretion

Downloadable Resources

Please seek independent financial advice to determine whether this investment is consistent with your individual risk profile and investment objectives.

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