Mint Australasian Equity Fund

Unit Value (as at 31 March 2021) = 4.0466

Fund Performance

As at 31 March 2021

  1 Month 3 Months 6 Months 1 Year 2 Years* 3 Years* 5 Years* 10 Years* Since Inception*
Mint Australasian Equity Fund** 2.78% -5.17% 3.42% 19.85% 11.84% 13.03% 12.58% 14.10% 10.44%

 

 

 

 

 

Inception: 15 February 2007
* Per annum
** Mint returns are after all fees have been deducted and before tax

Download the monthly fact sheet for this fund

Download fact sheet

Key Features of the Fund

  • Aims to provide investors with long-term capital growth
  • Single asset class Fund, which typically invests in New Zealand and Australian listed equities
  • Targeting returns in excess of the S&P/NZX 50 Gross Index + 3.0% per annum, before fees, over the medium to long term
  • 1.02% management fee (GST inclusive, no performance fee)
  • Investors should expect risk commensurate with the New Zealand and Australian share markets
  • Suitable for investors with a minimum 5 year investment horizon

Resources

Mint Product Disclosure Statement 2021 Download save Mint SRI Policy 2021 Download save Mint Statement of Investment Policy Objectives 2021 Download save Mint Asset Management Funds Annual Report 2020 Download save Mint Asset Management UNPRI Report 2020 Download save Mint Advice Disclosure Statement Download save

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