A multi-asset class Fund that offers diversification by investing across a number of asset classes both in New Zealand and internationally.
$10,000 Invested Since Inception
Fund Performance As at 30 November 2024| 1 Month | 1 Year | 3 Years* | 5 Years* | Since Inception* | |
| Mint Diversified Income Fund | 1.48% | 10.83% | 2.26% | 2.59% | 4.12% |
|---|
Last Distribution: 0.9233 cents per unit 9 October 2024
Inception: 31 August 2014
* Per annum
Returns are after all fees and before tax
Key Features for the Fund
Aims to provide investors with a combination of income, via quarterly dividends which can be paid out or reinvested, and 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
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
Investors should expect risk to sit between the profiles of the fixed interest and property asset classes
Suitable for investors with a minimum 5 year investment horizon
Target
investment
mix
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.
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
Marek Krzeczkowski
Portfolio ManagerMarek has over 16 years’ experience in the investment sector focusing primarily on quantitative analysis, investment research and financial modelling. He arrived in New Zealand in 2016 from Edinburgh where he managed the Investment Research Team at Tcam Asset Management and was responsible for helping to formulate and implement the firm's investment strategy.
Marek holds two MSc degrees, one in Econometrics from University of Gdansk, Poland and the second in Computer Science from Heriot-Watt University, Scotland. He has considerable experience across the investment sector, having worked previously for BlackRock, Aberdeen Standard Investments and Baillie Gifford.
At Mint, Marek is the Portfolio Manager for the Multi-asset class funds. He is also responsible for Strategic and Tactical Asset Allocation.
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