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Fund-vs-fund · Australasian Equities

Fisher Funds Australian Growth Fund vs Mint New Zealand SRI Equity Fund

Both are Australasian Equities funds available to NZ retail investors. Numbers below are sourced from the FMA Disclose register via Sorted Smart Investor and reflect the latest published quarterly fund updates.

Fisher Funds logo

Fisher Funds

Fisher Funds Australian Growth Fund

PIE · capped at PIR (max 28%)
Mint logo

Mint

Mint New Zealand SRI Equity Fund

PIE · capped at PIR (max 28%) Responsible / ethical

What's different at a glance

  • Fisher Funds Australian Growth Fund charges 0.10% lower in annual fund charges (0.87% vs 0.97%).
  • Both are New Zealand PIE funds — investor tax is capped at the Prescribed Investor Rate (PIR), maximum 28%.
  • Mint New Zealand SRI Equity Fund applies responsible-investment / ESG screening. The other fund does not.

Where each fund sits in its cohort

Percentile rank vs all 58 australasian equities funds we've matched on Sorted Smart Investor. Mechanical only — no opinion, no forward-looking view.

Annual fund charge

Lower is better

Fisher Funds

0.87%

Lower half of cohort

Mint

0.97%

Lower half of cohort

5-year return p.a.

Past performance — not a predictor

Fisher Funds

1.31%

Lower half over 5 years

Mint

0.15%

Bottom 10% over 5 years

Fund size

Larger = more stable, lower close-risk

Fisher Funds

NZ$77m

Upper half by size

Mint

NZ$72m

Lower half by size

Metric Fisher Funds Mint Lower / higher is
Annual fund charge 0.87% 0.97% Lower is better
Risk indicator (1–7) 5 5 Higher = more volatility
5-year return p.a. 1.31% 0.15% Higher is better
(past not future)
Fund size NZ$77m NZ$72m Larger = more stable, lower close-risk
Growth / income split 98% / 2% 98% / 2% More growth = higher long-run return + volatility
NZ tax structure PIE (PIR-capped) PIE (PIR-capped) PIE = simpler. FIF = annual return.
Currency hedging — — Hedged smooths NZD/foreign FX moves at a small cost.
Responsible investment screening No Yes Specific exclusions live in each fund's SIPO.
Available via Direct Direct Platforms accepting retail subscriptions.
Sources: Fisher Funds on Sorted Mint on Sorted

Portfolio overlap

How many top-10 positions both funds hold, and at what weight. Computed from each fund's most recently disclosed top-10 holdings — exact-name matched (Microsoft Corp. = Microsoft Corporation), with a Cash / Cash & Equivalents collapse rule.

0 overlapping top-10 holdings. The two funds disclose disjoint top-10 sets — useful diversification signal if you held both.

What each fund says it does

Fisher Funds

Fisher Funds Australian Growth Fund

The fund focuses on growth of your investment over the long term by investing in quality Australian companies which can consistently produce increasing earnings
Full Fisher Funds Fisher Funds Australian Growth Fund profile →

Mint

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. 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.
Full Mint Mint New Zealand SRI Equity Fund profile →

Documents

Crawled directly from each manager's website. How we record provenance →

Fisher Funds logo

Fisher Funds

Live

Last verified 2026-05-08

Mint logo

Mint

Live

Last verified 2026-05-08

Common questions

What's the difference between the Fisher Funds Australian Growth Fund and the Mint New Zealand SRI Equity Fund?
Both are australasian equities funds available to NZ retail investors. Fisher Funds Australian Growth Fund charges 0.10% lower in annual fund charges (0.87% vs 0.97%).
Which fund has lower fees, Fisher Funds Australian Growth Fund or Mint New Zealand SRI Equity Fund?
Fisher Funds Australian Growth Fund has the lower annual fund charge (0.87% p.a. vs 0.97% p.a.). Source: each fund's most recent Quarterly Fund Update on the FMA Disclose register.
How do the 5-year returns compare?
Fisher Funds Australian Growth Fund's 5-year return p.a. is 1.31% and Mint New Zealand SRI Equity Fund's is 0.15% (after fees, before tax). Past performance is not a reliable indicator of future returns.
Are both funds PIE-taxed in NZ?
Yes. Both are NZ Portfolio Investment Entities (PIEs). Investor tax on the fund's income is capped at the Prescribed Investor Rate (PIR), maximum 28%.
Does either fund apply responsible-investment screening?
Yes — Mint New Zealand SRI Equity Fund applies responsible-investment / ESG screening. Fisher Funds Australian Growth Fund does not. Specific exclusions and engagement policies are documented in each fund's Statement of Investment Policy and Objectives (SIPO).
Where can I read the official documents for these funds?
Both funds publish their Product Disclosure Statement (PDS), Statement of Investment Policy (SIPO) and Quarterly Fund Update (QFU) on the FMA Disclose register at disclose-register.companiesoffice.govt.nz. Always read the current PDS before investing.
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Important: This comparison is general information only — not personalised financial advice. Past performance is not a reliable indicator of future returns. The right fund for you depends on your personal circumstances. Read each fund's Product Disclosure Statement and consider speaking to a licensed financial adviser.