Mint Australasian Equity Fund

Unit Value (as at 30 September 2020) = 3.9127

Fund Performance

As at 30 September 2020

  1 Month 3 Months 6 Months 1 Year 2 Years* 3 Years* 5 Years* 10 Years* Since Inception*
Mint Australasian Equity Fund** -2.82% 0.19% 15.88% 11.04% 12.48% 14.50% 15.13% 14.81% 10.57%

 

 

 

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.