Mint Diversified Growth Fund

Unit Value (as at 31 December 2020) = 1.3561

Fund Performance

As at 31 December 2020

  1 Month 3 Months 6 Months 1 Year 2 Years* 3 Years* 5 Years* 10 Years* Since Inception*
Mint Diversified Growth Fund** 2.61% 7.18% 15.45% 18.09% 16.54% - - - 15.74%

 

 

Inception: 10 December 2018
* 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
  • Multi-asset class Fund that offers diversification by investing across a number of asset classes both in New Zealand and internationally
  • Targeting returns in excess of the Consumers Price Index (CPI) by 4.5% per annum, before fees, over the medium to long term
  • 1.09% management fee (GST inclusive, no performance fee)
  • 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

Resources

Please seek independent financial advice to determine whether this investment is consistent with your individual risk profile and investment objectives.