Mint

Australasian shares, Shares

Mint New Zealand SRI Equity Fund

Typically invests in New Zealand listed equities and has an investment objective of outperforming the S&P/NZX50 Gross Index after fees and expenses, over the medium to long term.

Risk indicator

5 out of 7

Higher numbers mean bigger ups and downs in value.

Estimated fund charge

0.93% 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

$1.6945

As at 30/10/2026. Buy/sell spread 0% / 0%.

Download unit price history (CSV)

About this fund

Typically invests in New Zealand listed equities and has an investment objective of outperforming the S&P/NZX50 Gross Index after fees and expenses, over the medium to long term. The Fund is 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.

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

Australasian shares, Shares

Management style

Active

Inception date

12/10/2017

Fund size

$69.20M as at 30/10/2026

Distributions

–

Regular Investment Plan

Not available

InvestNow KiwiSaver

Not available

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Fund performance

Returns are shown after fund fees and before tax, as at 31/10/2026. Periods longer than one year are annualised.

Growth of $10,000

Mint New Zealand SRI Equity Fund

1 month

3 months

1 year

3 years

5 years

10 years

Since inception

Mint New Zealand SRI Equity Fund

-0.90%

-0.08%

1.36%

7.61%

0.82%

–

6.79%

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

What the fund invests in

A snapshot of the fund’s investments, updated from the manager’s latest fund update.

Asset allocation

International shares

94.6%

Australasian shares

4.8%

Cash

0.6%

As at 30/09/2026. Source: Morningstar.

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

0.93% 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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