ManagedFunds.nz

Fund-vs-fund · Listed Property

Mint Australasian Property Fund vs Salt Enhanced Property Fund

Both are Listed Property 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 Salt Lower / higher is
Annual fund charge 1.04% 1.02% Lower is better
Risk indicator (1–7) 5 5 Higher = more volatility
5-year return p.a. 0.89% 0.27% Higher is better
(past not future)
Fund size NZ$19m NZ$20m 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 Property Fund

The Fund invests predominantly in Australasian listed property and property-related equities. The Fund is benchmarked against the S&P/NZX All Real Estate (Industry Group) Gross Index with an investment objective of outperforming the benchmark after fees and expenses, over the medium to long term.
Full Mint Mint Australasian Property Fund profile →

Salt

Salt Enhanced Property Fund

The Fund targets a portfolio of shares of New Zealand and Australian property trusts, companies and other property-related securities. The Fund may also, at our discretion short sell securities, hold cash, lever its assets and utilise active currency management to generate returns (although generally will be fully hedged). The investment objective is to outperform the S&P/NZX All Real Estate (Industry Group) Gross Index on a rolling three year basis.
Full Salt Salt Enhanced Property 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.