Mint Diversified Growth Fund

Unit Value (as at 31 July 2020) = 1.2259

Fund Performance

As at 31 July 2020

  1 Month 3 Months 1 Year Since Inception
Mint Diversified Growth Fund* 4.37% 11.99% 12.05% 13.00%

Inception: 10 December 2018
* 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.