Fund-vs-fund · Australasian Equities
Mint Australasian Equity Fund vs Russell Investments NZ Shares 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.
| Metric | Mint | Russell Investments | Lower / higher is |
|---|---|---|---|
| Annual fund charge | 1.19% | 0.78% | Lower is better |
| Risk indicator (1–7) | 5 | 5 | Higher = more volatility |
| 5-year return p.a. | 0.24% | 0.25% | Higher is better (past not future) |
| Fund size | NZ$222m | NZ$220m | Larger = more stable, lower close-risk |
| Growth / income split | 98% / 2% | 98% / 2% | More growth = higher long-run return + volatility |
What each fund says it does
Mint
Mint Australasian Equity Fund
The Fund invests predominantly in Australasian equities and targets medium to long-term growth. The Fund is benchmarked against the S&P/NZX 50 Gross Index with an investment objective of outperforming the benchmark after fees and expenses over the medium to long term.Full Mint Mint Australasian Equity Fund profile →
Russell Investments
Russell Investments NZ Shares Fund
The underlying investment exposure is typically comprised of a broad range of shares and other equity securities listed on the NZX. This may include derivative instruments which may be used to obtain or reduce exposure to securities and to hedge any Australian dollar exposure. Investment in Australian shares will generally be in those companies which have a listing on the NZX.Full Russell Investments Russell Investments NZ Shares Fund profile →
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.