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Fund-vs-fund · Australasian Equities

Mint Australasian Equity Fund vs Smart Australian Top 200 ETF

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 Smartshares Lower / higher is
Annual fund charge 1.19% 0.30% Lower is better
Risk indicator (1–7) 5 5 Higher = more volatility
5-year return p.a. 0.24% 9.93% Higher is better
(past not future)
Fund size NZ$222m NZ$287m 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 →

Smartshares

Smart Australian Top 200 ETF

The Smart Australian Top 200 ETF is designed to track the return (before tax, fees and other expenses) of the S&P/ASX 200 Total Return Index. The Index is comprised of 200 of the largest companies listed on the ASX.
Full Smartshares Smart Australian Top 200 ETF 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.