Mint Australasian Equity Fund
Unit Value (as at 31 December 2020) = 4.2674
Fund Performance
As at 31 December 2020
1 Month | 3 Months | 6 Months | 1 Year | 2 Years* | 3 Years* | 5 Years* | 10 Years* | Since Inception* | |
Mint Australasian Equity Fund** | 1.65% | 9.07% | 9.27% | 15.64% | 21.06% | 15.62% | 14.59% | 15.21% | 11.06% |
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
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.