Fund Fee

1.85%

Estimated

(GST Inclusive)

Unit Price

$1.0006

As at 12/04/2024

Since Inception

-0.01%

As at 31/03/2024

After fees and before tax

Risk indicator

4
Risk scale Lower risk | Higher risk

A multi-strategy Fund that invests across a number of alternative asset classes globally.

$10,000 Invested Since Inception

Fund Performance
As at 31 March 2024
  1 Month 1 Year 3 Years* 5 Years* Since Inception*
Mint Diversified Alternatives Fund 2.35% - - - -0.01%

Inception: 30 June 2023
* Per annum
Returns are after all fees and before tax

Key Features for the Fund

Aims to provide investors capital growth over the medium to long-term

Access to alternative asset classes in a risk managed portfolio

Provide diversification to investors’ portfolios in drawdowns with defensive assets with a low correlation to traditional asset classes

Equity like returns, with a lower level of risk

Unlike most alternative funds, daily liquidity so that investors can access funds when needed

Tax efficient manner (NZ PIE fund)

Target
investment
mix

Mint's Diversified Alternatives Fund is a multi-asset class Fund that offers a diversified portfolio and aims to provide capital growth through returns in excess of the benchmark HFRI Fund of Funds Composite Index (NZD Hedged), after fees and expenses, over the medium to long-term.

The objective of the Fund is to provide access to alternative asset classes which have a low correlation to traditional assets (equities and fixed interest securities). These alternative asset classes can include, but are not limited to, private equity, real estate, renewable energy, infrastructure, commodities and hedge fund strategies.

Minimum suggested time frame
5 years plus

The target investment mix reflects our expectations over the course of an economic cycle and should be considered as a general indication only. We are an active manager and may at times apply investment strategies that differ from the investment mix but are within the investment guidelines of the fund. The current investment mix (together with the target investment mix) is available in the quarterly fund updates.

As the Diversified Growth Fund and the Diversified Alternatives Fund have not been in existence for a full five years to 31 March 2023, the risk indicator has been prepared using actual returns and/or market index returns. As a result, the risk indicator may provide a less reliable indicator of the potential future volatility of the Fund. Market index returns have been used by the Diversified Growth Fund up to 10 December 2018 with actual fund returns used for the balance of the period. For the Diversified Alternatives Fund, returns from the market index have been used for the five years to 31 March 2023.As the Diversified Alternatives Fund have not been in existence for a full five years to 31 March 2023, the risk indicator has been prepared using actual returns and/or market index returns. As a result, the risk indicator may provide a less reliable indicator of the potential future volatility of the Fund.

The Fund can invest across a wide range of alternative asset class. We are an active manager meaning asset class mix can change at any time. We have used ‘Other’ for the target investment mix which represents the non-traditional nature of the investment universe. The underlying funds which the Fund invests in can invest across the broad spectrum of securities. The permitted aggregate exposure to these asset classes is captured under “Other” in the target investment mix. The actual investment mix shown in the quarterly fund update will specify any investments held at that time which can be represented by more traditional asset classes.

22.03.28 Mint  357 SMALL FOR WEB

Marek Krzeczkowski

Portfolio Manager

Marek has over 16 years’ experience in the investment sector focusing primarily on quantitative analysis, investment research and financial modelling. He arrived in New Zealand in 2016 from Edinburgh where he managed the Investment Research Team at Tcam Asset Management and was responsible for helping to formulate and implement the firm's investment strategy.

Marek holds two MSc degrees, one in Econometrics from University of Gdansk, Poland and the second in Computer Science from Heriot-Watt University, Scotland. He has considerable experience across the investment sector, having worked previously for BlackRock, Aberdeen Standard Investments and Baillie Gifford.

At Mint, Marek is the Portfolio Manager for the Multi-asset class funds. He is also responsible for Strategic and Tactical Asset Allocation.

Explore other funds

Mint Australasian Equity Fund

A single asset class Fund, which typically invests in New Zealand and Australian listed equities.

Find out more
Mint New Zealand SRI Equity Fund

A single asset class Fund, which typically invests in New Zealand listed equities.

Find out more
Mint Australasian Property Fund

A single asset class Fund, which typically invests in New Zealand and Australian listed property securities.

Find out more
Mint Diversified Income Fund

A multi-asset class Fund that offers diversification by investing across a number of asset classes both in New Zealand and internationally.

Find out more
Mint Diversified Growth Fund

A multi-asset class Fund that offers a diversified portfolio and aims to provide capital growth over the long term.

Find out more

Get our monthly newsletter

Thank you, you're now subscribed!

There has been an issue adding you to our list. Please check you have entered your email address correctly and that you have not already subscribed to our mailing list.

Ask us a Question

We're ready to help you on your investment journey.

Fill out the form below to log a request for a follow-up call or more information.

Our contact staff are available to provide fast follow-up to your questions from 8:30am to 5pm, Monday to Friday.

How did you hear about Mint?
Subscribe to email updates