A multi-asset class Fund that aims to provide capital growth over the long term.
$10,000 Invested Since Inception
Fund Performance As at 31 July 2026| 1 Month | 1 Year | 3 Years* | 5 Years* | Since Inception* | |
| Mint Growth Fund | -0.14% | -2.18% | 4.55% | 1.50% | 6.62% |
|---|
Inception: 10 December 2018
* Per annum
Returns are after all fees and before tax
Key Features for the Fund
Aims to provide investors with long-term capital growth
Multi-asset class Fund that invests primarily in New Zealand and international equities (including listed property, infrastructure & other assets if held), but will also hold cash and fixed interest securities
The objective of the Fund is to deliver returns in excess of the Official Cash Rate (OCR) by 4.5% per annum, before fees, over rolling 5-year periods
Investors should expect risk to sit between the profiles of the property and equities asset classes
Suitable for investors with a minimum 5 year investment horizon
Target
investment
mix
Mint's Growth Fund is a multi-asset class Fund that aims to provide capital growth over the long term. The Fund invests primarily in New Zealand and international equities (including listed property, infrastructure & other assets if held), but will also hold cash and fixed interest securities. It is intended for investors seeking higher potential returns over time and who are prepared to accept a higher level of volatility.
The objective of the Fund is to deliver returns in excess of the Official Cash Rate (OCR) by 4.5%, before fees, over rolling 5-year periods. The Fund's relevant market index is a composite index derived from the underlying asset class of the Fund.
Minimum suggested time frame
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.
Download the fact sheet and/or quarterly fund updates for this fund
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Or phone
+64 9 300 8484Our Investment Approach
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