Mint

Diversified

Mint Growth Fund

Risk indicator

5 out of 7

Higher numbers mean bigger ups and downs in value.

Estimated fund charge

1.17% p.a.

Set by the fund manager. No InvestNow account fees.

Minimum investment

$250

Or $50 per fund with a Regular Investment Plan.

Unit price

–

Buy/sell spread 0% / 0%.

About this fund

The Fund invests predominantly in growth assets such as New Zealand and international equities (including listed property), with a smaller allocation to defensive assets including cash and fixed interest securities. Asset allocations may vary over time in response to market conditions and risk considerations. The Fund seeks to provide capital growth over the long term. The objective of the Fund is to deliver returns in excess of the Official Cash Rate (OCR) by 4.5% per annum, before fees, over rolling 5-year periods.

Invest in this fund

Before investing, read the Product Disclosure Statement and latest fund update.

Fund facts

Investment manager

Mint

Fund type

Managed fund (PIE)

Asset class

Diversified

Management style

Active

Inception date

10/12/2018

Fund size

$48.00M

Distributions

–

Regular Investment Plan

Not available

InvestNow KiwiSaver

Available

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Fund performance

Returns are shown after fund fees and before tax. Periods longer than one year are annualised.

Growth of $10,000

A growth chart isn't available for this fund yet.

1 month

3 months

1 year

3 years

5 years

10 years

Since inception

Mint Growth Fund

0.29%

1.93%

-1.20%

7.11%

2.09%

–

Past performance is not a guarantee of future returns. Returns exclude buy/sell spreads and transaction fees.

Fees and costs

InvestNow doesn’t charge account or administration fees. The fees below are set by the fund manager and are the same as investing with them directly.

Fee

Amount

What it means

Estimated annual fund charge

1.17% p.a.

Includes management and administration fees, deducted from the fund.

Performance fee

None

This fund doesn’t charge a performance fee.

Buy/sell spread

0% / 0%

A cost applied when you buy or sell units.

InvestNow account fees

None

No account or administration fees.

Fund documents

Read the Product Disclosure Statement and other fund information before you invest.

Product Disclosure Statement

PDF

Download

About the manager

Mint

Mint Asset Management has five managed funds on the InvestNow platform – including diversified funds, a listed property fund and Australasian equities.

Learn more about Mint Asset Management, their investment options available to InvestNow customers plus access their latest news & updates.

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