Mint Australasian Equity Fund

Unit Value (as at 31 July 2020) = 3.9953

Fund Performance

As at 31 July 2020

  1 Month 3 Months 1 Year 3 Years* 5 Years* 10 Years* Since Inception*
Mint Australasian Equity Fund** 2.30% 10.73% 12.99% 16.42% 14.58% 15.75% 10.88%

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
  • 1.15% 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

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