After fees and before tax
A multi-asset class Fund that offers a diversiﬁed portfolio and aims to provide capital growth over the long term.
|1 Month||1 Year||3 Years*||5 Years*||Since Inception*|
|Mint Diversified Growth Fund||-2.57%||1.50%||2.10%||-||5.97%|
Inception: 10 December 2018
* Per annum
Returns are after all fees and before tax
Aims to provide investors with long-term capital growth
Multi-asset class Fund that offers diversification by investing across a number of asset classes both in New Zealand and internationally
The objective of the Fund is to deliver returns in excess of the Consumers Price Index (CPI) by 4.5% per annum, before fees, over the medium to long term
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
Mint's Diversified Growth Fund is a multi-asset class Fund that offers a diversified portfolio and aims to provide capital growth over the long term. The Fund invests primarily in New Zealand and international equities (including listed property if held), but will also hold cash and fixed interest securities.
The objective of the Fund is to deliver returns in excess of the Consumers Price Index (CPI) by 4.5% per annum, before fees, over the medium to long term. The Fund’s relevant market index is a composite index derived from the underlying asset classes of the Fund.
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.
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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