After fees and before tax
A multi-strategy Fund that invests across a number of alternative asset classes globally.
|1 Month||1 Year||3 Years*||5 Years*||Since Inception*|
|Mint Diversified Alternatives Fund||-2.81%||-||-||-||-6.00%|
Inception: 30 June 2023
* Per annum
Returns are after all fees and before tax
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)
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.
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.
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.
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