Fund Referral

  • Fill in the form below and you'll be linked to the application form of your chosen fund provider.
  • When you refer to an ethical fund from this website, your new fund provider gives us a small fee, which contributes to our costs.
  • Joining a fund is easy and quick.

You're being referred to:

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 by 2% per annum, before fees, 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.

Mint Asset Management is an independent investment management firm established in 2006 and based in Auckland. Mint is focused on a targeted group of investment strategies, managed by a group of highly experienced investment managers. The business is majority-owned by staff and generating investment returns is all that Mint does. Mint’s independence and size enables the firm to be flexible and create solutions specific to investor requirements.

Please use the same name and email address as you will use on the fund application form.

How did you hear about us?

Please note: Before investing, consider your investment aims, your values and your risk preferences. You should read the Product Disclosure Statement for the investment fund carefully. It contains the fund's investment objectives, risks, fees and other information which you should know before investing. This website has a list of the advisers that are registered with the Responsible Investment Association of Australasia. You should contact an investment adviser before investing if you have questions or if you are unclear about the implications of your investment decision.