Mint New Zealand SRI Equity Fund

Unit Value (as at 31 May 2021) = 1.5752

Fund Performance

As at 31 May 2021

 

  1 Month 3 Months 6 Months 1 Year 2 Years* 3 Years* 5 Years* 10 Years* Since Inception*
Mint New Zealand SRI Equity Fund** -2.51% 2.40% -2.48% 13.63% 11.89% 13.64% - - 13.19%

Inception: 13 October 2017
* 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

  • Single asset class Fund, which typically invests in New Zealand listed securities
  • Targeting returns in excess of the S&P/NZX50 Gross Index by 2% per annum, before fees, over the medium to long-term
  • Aims to provide investors with long-term capital growth
  • 0.76% management fee (GST inclusive, no performance fee)
  • Investors should expect risk commensurate with the New Zealand share market
  • Suitable for investors with a minimum 5 year investment horizon