Since inception

6.85%

As at 31/01/2024

After fees and before tax

Fund fee

0.95%

Estimated

(GST inclusive)

Unit Price

$1.5017

As at 23/02/2024

ESG Score vs Benchmark

1.7%

Average of the fund’s ESG score vs benchmark for the 12 months ending 31 March 2023.


Detailed breakdown available here

Risk indicator

5
Risk scale Lower risk | Higher risk

A single asset class Fund, which typically invests in New Zealand listed equities.

$10,000 Invested Since Inception

Fund Performance
As at 31 January 2024
  1 Month 1 Year 3 Years* 5 Years* Since Inception*
Mint New Zealand SRI Equity Fund 0.92% 1.25% -2.87% 6.42% 6.85%

Inception: 12 October 2017
* Per annum
Returns are after all fees and before tax

Key Features for the Fund

Aims to provide investors with long-term capital growth

Single asset class Fund, which typically invests in New Zealand listed equities

Investment objective of outperforming the S&P/NZX50 Gross Index after fees and expenses, over the medium to long term

Investors should expect returns and risk commensurate with the New Zealand share market

Suitable for investors with a minimum 5 year investment horizon

Target
investment
mix

Mint New Zealand SRI Equity Fund is a single asset class Fund, which typically invests in New Zealand listed equities.

Investors should expect returns and risk commensurate with the New Zealand share market. The Fund has been designed to meet specific responsible investment criteria, with the aim of building a portfolio where the holdings in aggregate, generate a better ESG score in our systems than the benchmark S&P/NZX50 Gross Index.


The Fund has an investment objective of outperforming the S&P/NZX50 Gross Index after fees and expenses, over the medium to long term.

Minimum suggested time frame
5 years plus

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.

22.03.28 Mint SMALL FOR WEB 186

David Fyfe

Portfolio Manager

David has over 15 years' experience in the financial industry and joined Mint after returning from 5 years working in London. During his time in London, he worked for global private equity firm Pantheon Ventures before joining Lloyds Bank as a Derivatives Analyst.

Previously David worked at BT Funds Management (NZ) as both a Quantitative and Equity Analyst undertaking sector research specialising in Transportation, Utilities and Technology in both New Zealand and Australian markets.

David holds a Bachelor of Commerce (Hons.) from the University of Canterbury and is a CFA Charterholder.

At Mint, David is the Portfolio Manager for the NZ SRI Equity Fund, and provides research across a number of sectors.

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