Our funds

Mint's Australasian Equity Fund is  a single asset class Fund, which typically invests in New Zealand and Australian listed equities.

Investors should expect returns and risk commensurate with the New Zealand and Australian share markets.

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

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.

Mint's Australasian Property Fund is a single asset class Fund, which typically invests in New Zealand and Australian listed property and property related
securities.

The Fund has an investment objective of outperforming the S&P/NZX All Real Estate (Industry Group) Gross Index after fees and expenses, over the medium to long term.

Mint's Diversified Income Fund is a multi-asset class Fund that offers diversification by investing across a number of asset classes both in New Zealand and internationally. These include cash, fixed interest and equities (including listed property if held).

The objective of the Fund is to deliver a total return (through a combination of income and capital growth) in excess of the Consumers Price Index (CPI) by 3% per annum, before fees, over the medium to longterm. The Fund’s relevant market index is a composite index derived from the underlying asset classes of the Fund.

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.

Mint's Diversified Alternatives Fund is a multi-asset class Fund that offers a diversified portfolio and aims to provide capital growth through returns in excess of the benchmark HFRI Fund of Funds Composite Index (NZD Hedged), after fees and expenses, over the medium to long-term.

The objective of the Fund is to provide access to alternative asset classes which have a low correlation to traditional assets (equities and fixed interest securities). These alternative asset classes can include, but are not limited to, private equity, real estate, renewable energy, infrastructure, commodities and hedge fund strategies.