Mint New Zealand SRI Equity Fund

Unit Value (as at 31 August 2022) = 1.4528

Fund Performance

As at 31 August 2022

  1 Month 3 Months 6 Months 1 Year 2 Years* 3 Years* 5 Years* 10 Years* Since Inception*
Mint New Zealand SRI Equity Fund** 0.58% 2.04% -3.63% -14.15% -2.47% 3.15% - - 7.89%

 

 

 

 

 

 

 

 

 

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

Resources

Mint Product Disclosure Statement 2021 Download save Mint SRI Policy 2021 Download save Mint Statement of Investment Policy Objectives 2021 Download save Mint Asset Management UNPRI Report 2020 Download save Mint Advice Disclosure Statement Download save Mint Asset Management Funds Annual Report 2022 Download save Mint Asset Management Funds Financial Statements 2022 Download save

Please seek independent financial advice to determine whether this investment is consistent with your individual risk profile and investment objectives.