A single asset class Fund, which typically invests in New Zealand and Australian listed equities.
$10,000 Invested Since Inception
Fund Performance As at 30 November 2024| 1 Month | 1 Year | 3 Years* | 5 Years* | Since Inception* | |
| Mint Australasian Equity Fund | 4.03% | 19.48% | 2.43% | 3.67% | 8.75% |
|---|
Inception: 15 February 2007
* 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 and Australian 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 and Australian share markets
Suitable for investors with a minimum 5 year investment horizon
Target
investment
mix
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.
Minimum suggested time frame
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.
Download the fact sheet and/or quarterly fund updates for this fund
To view the Fund’s holdings please visit https://disclose-register.companiesoffice.govt.nz/ search & select Mint Asset Management under the offers, then view the ‘filings’ tab and navigate to the latest holdings.
John Middleton
Portfolio ManagerJohn has over 22 years' experience and joined Mint from ANZ Investments where he was Head of Australasian Equity Research. In New Zealand, he previously worked as Senior Analyst at AMP Capital undertaking analytical research on a range of sectors including Transportation, Healthcare and Technology companies across both New Zealand and Australia.
Prior to that John was based in London where he worked at JP Morgan as Head of European Aerospace and Defence Research. During this time, he was also heavily involved in corporate broking.
John started his career as a sell-side analyst working for ABN AMRO where he covered a range of sectors including Paper and Packaging, Support Services and Engineering.
John holds a BA in Modern Languages (French and Russian) and European Studies from the University of Bath and a Postgraduate Diploma in Organisation and Management from Cape Town University.
At Mint, John is Portfolio Manager for the Australasian Equity Fund, and provides research coverage across a number of sectors.
Product Disclosure Statement
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+64 9 300 8484Our Investment Approach
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