You can invest online with Booster, or with a financial adviser.
Our range of online investment funds are straightforward and easy to use. You'll enjoy the benefit of Booster's investment knowledge and expertise. You'll also get access to mybooster, so you can manage your investment account online.
If you're after something more specialised and want expert advice, you can invest in our comprehensive range of investment funds through a financial adviser.
If you're ready to invest, our selected range of online investment funds are designed to help you get started on your investment journey.
You can choose to invest in one fund, or spread your investment across several different funds. They’re simple to invest in and come with all the mybooster resources to help you manage your account. And, you only need $1,000 to get started.
Our in-house research team are investment specialists. You get the benefit of their in-depth market knowledge and investing expertise.
We also look for opportunities where others don’t. Our specialist funds, PLPF, Tahi and NZ Innovation Booster, invest directly into New Zealand. It's a unique story and one we're very proud of.
Prefer to have an adviser take a broader look at your finances, set your investment plan and help you manage it?
Our investment funds offer you a comprehensive range of different investment options to suit your investment goals and objectives. These funds are offered through approved Booster advisers.
Don’t have an adviser? Contact us and we’ll put you in touch with an adviser in your area.
Invest in a diversified range of commercial land and property investments across New Zealand
Expected long term annual return (after fees, before tax)
Suggested timeframe.
The fund's investment objective is to provide investors with a complementary and enhanced risk/return outcome compared to traditional listed property investments.
It aims to generate average annual long-term returns of about 6.5% p.a. (before tax and after all fees, charges and costs) over rolling 7 year periods from a combination of income and capital gains as properties reach full productive capability.
The fund obtains its property exposure by buying units in a separate wholesale property fund managed by Booster - the Private Land and Property Portfolio (Wholesale Fund) established under the Booster Investment Scheme.
| 100% | Growth Assets |
| 0% | Income Assets |
Expected returns in any rolling 7 year period
Suggested timeframe
Annual fund charge (estimated total)
Expected returns are calculated based on long-run expectations for investment markets and fund performance, and are not a guarantee of future results. The calculation takes information on how market returns have varied in the past and gives a range of what is assessed to be likely in the future. The ranges of expected returns have been calculated using a statistical tool of 2 ½ standard deviations of return volatility – this means that actual returns are expected to fall outside these ranges 1 year out of every 100. While these ranges may be used as a guide, due to the uncertainty inherent in financial markets they are also not guaranteed.
Existing member? Log in to apply/invest directly.
Invest in early stage innovation and tech startups originating or being developed here in NZ
Suggested timeframe.
The Fund aims to provide investors with an exposure to a diversified portfolio of early-stage companies founded on intellectual property originated or developed in New Zealand.
The Fund seeks to invest in a diversified portfolio of investments in conjunction with a range of other specialist investors, across a range of different business sectors and stages of development to optimise the expected returns from early-stage investments.
| 98% | Growth Assets |
| 2% | Income Assets |
This is a unique fund. The potential returns are difficult to predict and are likely to cover a wide range.
Suggested timeframe
The fund charges a performance fee when the fund's net return is greater than 10%. For more details on the fund fees, check out the PDS.
*(plus potential capital raising expenses. See PDS for details)
Annual fund charge (estimated total)
This fund invests in early-stage businesses. The outcomes of early stage investing vary significantly and are high risk. The nature of these investments make it difficult to provide a specific expected return for the fund. The PDS has more information on the investments, fees, risks, and drivers of potential returns.
Existing member? Log in to apply/invest directly.
A highly liquid on-call account, offering a comparable rate of return to on-call bank accounts
Current rate
Suggested timeframe.
The fund’s objective is to provide a highly liquid 'on-call' deposit account.
It aims to achieve a rate of return that is comparable to or above similar 'on-call' bank deposit accounts.
The fund invests entirely in income assets.
| 0% | Growth Assets |
| 100% | Income Assets |
This rate is after fees but before tax.
Suggested timeframe
Annual fund charge (estimated total)
Expected returns are calculated based on long-run expectations for investment markets and fund performance, and are not a guarantee of future results. The calculation takes information on how market returns have varied in the past and gives a range of what is assessed to be likely in the future. The ranges of expected returns have been calculated using a statistical tool of 2 ½ standard deviations of return volatility – this means that actual returns are expected to fall outside these ranges 1 year out of every 100. While these ranges may be used as a guide, due to the uncertainty inherent in financial markets they are also not guaranteed.
Existing member? Log in to apply/invest directly.
SRI funds exclude investing in specific industries or companies like nuclear weapons or fossil fuels
Expected long term annual return (after fees, before tax)
Suggested timeframe.
The fund’s objective is to provide relatively consistent returns, with some capital gains over the long term.
It aims to achieve returns – after fees but before tax – of at least 1.75% per year above inflation over any four year period.
Generally, there will be some movements up and down in the value of the fund.
The fund invests mainly in income assets, but includes some growth assets.
It currently excludes investments in directly held companies and managed fund investments where the underlying activities are principally involved in the tobacco, alcohol, gambling, armaments, nuclear power, adult entertainment, GMO and fossil fuel industries.*
| 35% | Growth Assets |
| 65% | Income Assets |
Expected long term annual return (after fees, before tax)
Suggested timeframe
Annual fund charge (estimated total)
Expected returns are calculated based on long-run expectations for investment markets and fund performance, and are not a guarantee of future results. The calculation takes information on how market returns have varied in the past and gives a range of what is assessed to be likely in the future. The ranges of expected returns have been calculated using a statistical tool of 2 ½ standard deviations of return volatility – this means that actual returns are expected to fall outside these ranges 1 year out of every 100. While these ranges may be used as a guide, due to the uncertainty inherent in financial markets they are also not guaranteed.
* Further details on excluded investments can be accessed by following the link in the "Socially responsible investing" section of our Approach to Responsible Investing policy at www.booster.co.nz/responsible-investing-policy.
SRI funds exclude investing in specific industries or companies like nuclear weapons or fossil fuels
Expected long term annual return (after fees, before tax)
Suggested timeframe.
The fund’s objective is to provide an enhanced return over the long term through capital gains.
It aims to achieve returns – after fees but before tax – of at least 2.50% per year above inflation over any five year period.
There will be some movements up and down in the value of the fund.
The fund invests mainly in a more balanced mix of income assets and growth assets.
It currently excludes investments in directly held companies and managed fund investments where the underlying activities are principally involved in the tobacco, alcohol, gambling, armaments, nuclear power, adult entertainment, GMO and fossil fuel industries.*
| 55% | Growth Assets |
| 45% | Income Assets |
Expected long term annual return (after fees, before tax)
Suggested timeframe
Annual fund charge (estimated total)
Expected returns are calculated based on long-run expectations for investment markets and fund performance, and are not a guarantee of future results. The calculation takes information on how market returns have varied in the past and gives a range of what is assessed to be likely in the future. The ranges of expected returns have been calculated using a statistical tool of 2 ½ standard deviations of return volatility – this means that actual returns are expected to fall outside these ranges 1 year out of every 100. While these ranges may be used as a guide, due to the uncertainty inherent in financial markets they are also not guaranteed.
* Further details on excluded investments can be accessed by following the link in the "Socially responsible investing" section of our Approach to Responsible Investing policy at www.booster.co.nz/responsible-investing-policy.
SRI funds exclude investing in specific industries or companies like nuclear weapons or fossil fuels
Expected long term annual return (after fees, before tax)
Suggested timeframe.
The fund’s objective is to provide long-term capital gains but to partially offset short-term movements up and down with some income assets.
It aims to achieve returns – after fees but before tax – of at least 3.50% per year above inflation over any seven year period.
There will be larger movements up and down in the value of the fund compared to the Balanced Fund
The fund invests mainly in a more balanced mix of income assets and growth assets.
It currently excludes investments in directly held companies and managed fund investments where the underlying activities are principally involved in the tobacco, alcohol, gambling, armaments, nuclear power, adult entertainment, GMO and fossil fuel industries.*
| 25% | Growth Assets |
| 75% | Income Assets |
Expected long term annual return (after fees, before tax)
Suggested timeframe
Annual fund charge (estimated total)
Expected returns are calculated based on long-run expectations for investment markets and fund performance, and are not a guarantee of future results. The calculation takes information on how market returns have varied in the past and gives a range of what is assessed to be likely in the future. The ranges of expected returns have been calculated using a statistical tool of 2 ½ standard deviations of return volatility – this means that actual returns are expected to fall outside these ranges 1 year out of every 100. While these ranges may be used as a guide, due to the uncertainty inherent in financial markets they are also not guaranteed.
* Further details on excluded investments can be accessed by following the link in the "Socially responsible investing" section of our Approach to Responsible Investing policy at www.booster.co.nz/responsible-investing-policy.
SRI funds exclude investing in specific industries or companies like nuclear weapons or fossil fuels
Expected long term annual return (after fees, before tax)
Suggested timeframe.
The fund’s objective is to maximise the potential for capital gains over the long term.
It aims to achieve returns – after fees but before tax – of at least 4.50% per year above inflation over any ten year period.
There will be significant movements up and down in the value of the fund.
The fund invests mainly in growth assets, but includes some income assets. It currently excludes investments in directly held companies and managed fund investments where the underlying activities are principally involved in the tobacco, alcohol, gambling, armaments, nuclear power, adult entertainment, GMO and fossil fuel industries.*
| 98% | Growth Assets |
| 2% | Income Assets |
Expected long term annual return (after fees, before tax)
Suggested timeframe
Annual fund charge (estimated total)
Expected returns are calculated based on long-run expectations for investment markets and fund performance, and are not a guarantee of future results. The calculation takes information on how market returns have varied in the past and gives a range of what is assessed to be likely in the future. The ranges of expected returns have been calculated using a statistical tool of 2 ½ standard deviations of return volatility – this means that actual returns are expected to fall outside these ranges 1 year out of every 100. While these ranges may be used as a guide, due to the uncertainty inherent in financial markets they are also not guaranteed.
* Further details on excluded investments can be accessed by following the link in the "Socially responsible investing" section of our Approach to Responsible Investing policy at www.booster.co.nz/responsible-investing-policy.
Expected long term annual return (after fees, before tax)
Suggested timeframe.
The fund’s objective is to provide relatively consistent but modest returns, with some capital gains over the long term.
It aims to achieve returns – after fees but before tax – of at least 1% per year above inflation over any three year period.
Generally, there will be some movements up and down in the value of the fund.
The fund invests mainly in income assets, but includes some growth assets.
| 25% | Growth Assets |
| 75% | Income Assets |
Expected long term annual return (after fees, before tax)
Suggested timeframe
Annual fund charge (estimated total)
Expected returns are calculated based on long-run expectations for investment markets and fund performance, and are not a guarantee of future results. The calculation takes information on how market returns have varied in the past and gives a range of what is assessed to be likely in the future. The ranges of expected returns have been calculated using a statistical tool of 2 ½ standard deviations of return volatility – this means that actual returns are expected to fall outside these ranges 1 year out of every 100. While these ranges may be used as a guide, due to the uncertainty inherent in financial markets they are also not guaranteed.
Expected long term annual return (after fees, before tax)
Suggested timeframe.
The fund’s objective is to provide relatively consistent returns, with some capital gains over the long term.
It aims to achieve returns – after fees but before tax – of at least 1.75% per year above inflation over any four year period.
Generally, there will be some movements up and down in the value of the fund.
The fund invests mainly in income assets, but includes some growth assets.
| 40% | Growth Assets |
| 60% | Income Assets |
Expected long term annual return (after fees, before tax)
Suggested timeframe
Annual fund charge (estimated total)
Expected returns are calculated based on long-run expectations for investment markets and fund performance, and are not a guarantee of future results. The calculation takes information on how market returns have varied in the past and gives a range of what is assessed to be likely in the future. The ranges of expected returns have been calculated using a statistical tool of 2 ½ standard deviations of return volatility – this means that actual returns are expected to fall outside these ranges 1 year out of every 100. While these ranges may be used as a guide, due to the uncertainty inherent in financial markets they are also not guaranteed.
Expected long term annual return (after fees, before tax)
Suggested timeframe.
The fund’s objective is to provide relatively consistent returns, with some capital gains over the long term.
It aims to achieve returns – after fees but before tax – of at least 1.75% per year above inflation over any four year period.
Generally, there will be some movements up and down in the value of the fund.
The fund invests mainly in income assets, but includes some growth assets.
It currently excludes investments in directly held companies and managed fund investments where the underlying activities are principally involved in the tobacco, alcohol, gambling, armaments, nuclear power, adult entertainment, GMO and fossil fuel industries.*
| 35% | Growth Assets |
| 65% | Income Assets |
Expected long term annual return (after fees, before tax)
Suggested timeframe
Annual fund charge (estimated total)
Expected returns are calculated based on long-run expectations for investment markets and fund performance, and are not a guarantee of future results. The calculation takes information on how market returns have varied in the past and gives a range of what is assessed to be likely in the future. The ranges of expected returns have been calculated using a statistical tool of 2 ½ standard deviations of return volatility – this means that actual returns are expected to fall outside these ranges 1 year out of every 100. While these ranges may be used as a guide, due to the uncertainty inherent in financial markets they are also not guaranteed.
* Further details on excluded investments can be accessed by following the link in the "Socially responsible investing" section of our Approach to Responsible Investing policy at www.booster.co.nz/responsible-investing-policy.
Current posted rate – call class (after fees, before tax)
Suggested timeframe.
The fund’s objective is to provide both Call Class and Term Class Series options, investing predominantly through a diversified range of short to medium term higher yielding income assets, in New Zealand or overseas.
It aims to achieve a rate of return ahead of the benchmark index – the 90-day wholesale bank bill rate.
Although the fund is diversified its risk profile is above that of deposits with the major trading banks.
The fund invests entirely in income assets.
| 0% | Growth Assets |
| 100% | Income Assets |
Current posted rate – call class (after fees, before tax)
Suggested timeframe – call class
Annual fund charge (estimated total)
Refer to the product disclosure statement for more information on the risk level (called the risk indicator) and for information on specific risks associated with this fund.
Past performance is not a guarantee of future results.
Expected long term annual return (after fees, before tax)
Suggested timeframe.
The fund’s objective is to provide an enhancement to medium term bank term deposit returns over any rolling, three year periods.
Generally, there will be some movements up and down in the value of the fund.
The fund invests entirely in good quality fixed interest securities issued by New Zealand and global companies.
Any global investments are hedged back to New Zealand dollars.
| 0% | Growth Assets |
| 100% | Income Assets |
Expected long term annual return (after fees, before tax)
Suggested timeframe
Annual fund charge (estimated total)
Expected returns are calculated based on long-run expectations for investment markets and fund performance, and are not a guarantee of future results. The calculation takes information on how market returns have varied in the past and gives a range of what is assessed to be likely in the future. The ranges of expected returns have been calculated using a statistical tool of 2 ½ standard deviations of return volatility – this means that actual returns are expected to fall outside these ranges 1 year out of every 100. While these ranges may be used as a guide, due to the uncertainty inherent in financial markets they are also not guaranteed.
Expected long term annual return (after fees, before tax)
Suggested timeframe.
The fund’s objective is to provide a relatively low risk portfolio, between income and growth portfolios.
It aims to achieve returns – after fees but before tax – of at least 1% per year above inflation over any three year period.
Generally, there will be small movements up and down in the value of the fund.
The fund invests mainly in income assets, but includes some high dividend-paying growth assets – New Zealand shares.
| 18% | Growth Assets |
| 82% | Income Assets |
Expected long term annual return (after fees, before tax)
Suggested timeframe
Annual fund charge (estimated total)
Expected returns are calculated based on long-run expectations for investment markets and fund performance, and are not a guarantee of future results. The calculation takes information on how market returns have varied in the past and gives a range of what is assessed to be likely in the future. The ranges of expected returns have been calculated using a statistical tool of 2 ½ standard deviations of return volatility – this means that actual returns are expected to fall outside these ranges 1 year out of every 100. While these ranges may be used as a guide, due to the uncertainty inherent in financial markets they are also not guaranteed.
Expected long term annual return (after fees, before tax)
Suggested timeframe.
The fund’s objective is to provide a moderate risk portfolio, complementing other separately held fixed interest investments.
It aims to achieve returns – after fees but before tax – of at least 1.75% per year above inflation over any four year period.
Generally, there will be some movements up and down in the value of the fund.
The fund invests mainly in income assets, but includes some high dividend-paying growth assets – New Zealand shares.
| 28% | Growth Assets |
| 72% | Income Assets |
Expected long term annual return (after fees, before tax)
Suggested timeframe
Annual fund charge (estimated total)
Expected returns are calculated based on long-run expectations for investment markets and fund performance, and are not a guarantee of future results. The calculation takes information on how market returns have varied in the past and gives a range of what is assessed to be likely in the future. The ranges of expected returns have been calculated using a statistical tool of 2 ½ standard deviations of return volatility – this means that actual returns are expected to fall outside these ranges 1 year out of every 100. While these ranges may be used as a guide, due to the uncertainty inherent in financial markets they are also not guaranteed.
Expected long term annual return (after fees, before tax)
Suggested timeframe.
The fund’s objective is to provide an enhanced return over the long term through capital gains.
It aims to achieve returns – after fees but before tax – of at least 2.50% per year above inflation over any five year period.
There will be some movements up and down in the value of the fund.
The fund invests in a more balanced mix of income assets and growth assets.
| 60% | Growth Assets |
| 40% | Income Assets |
Expected long term annual return (after fees, before tax)
Suggested timeframe
Annual fund charge (estimated total)
Expected returns are calculated based on long-run expectations for investment markets and fund performance, and are not a guarantee of future results. The calculation takes information on how market returns have varied in the past and gives a range of what is assessed to be likely in the future. The ranges of expected returns have been calculated using a statistical tool of 2 ½ standard deviations of return volatility – this means that actual returns are expected to fall outside these ranges 1 year out of every 100. While these ranges may be used as a guide, due to the uncertainty inherent in financial markets they are also not guaranteed.
Expected long term annual return (after fees, before tax)
Suggested timeframe.
The fund’s objective is to provide an enhanced return over the long term through capital gains.
It aims to achieve returns – after fees but before tax – of at least 2.50% per year above inflation over any five year period.
There will be some movements up and down in the value of the fund.
The fund invests mainly in a more balanced mix of income assets and growth assets.
It currently excludes investments in directly held companies and managed fund investments where the underlying activities are principally involved in the tobacco, alcohol, gambling, armaments, nuclear power, adult entertainment, GMO and fossil fuel industries.*
| 55% | Growth Assets |
| 45% | Income Assets |
Expected long term annual return (after fees, before tax)
Suggested timeframe
Annual fund charge (estimated total)
Expected returns are calculated based on long-run expectations for investment markets and fund performance, and are not a guarantee of future results. The calculation takes information on how market returns have varied in the past and gives a range of what is assessed to be likely in the future. The ranges of expected returns have been calculated using a statistical tool of 2 ½ standard deviations of return volatility – this means that actual returns are expected to fall outside these ranges 1 year out of every 100. While these ranges may be used as a guide, due to the uncertainty inherent in financial markets they are also not guaranteed.
* Further details on excluded investments can be accessed by following the link in the "Socially responsible investing" section of our Approach to Responsible Investing policy at www.booster.co.nz/responsible-investing-policy.
Expected long term annual return (after fees, before tax)
Suggested timeframe.
The fund’s objective is to provide a medium risk portfolio, complementing other separately held fixed interest investments.
It aims to achieve returns – after fees but before tax – of at least 2.50% per year above inflation over any five year period.
There will be some movements up and down in the value of the fund.
The fund invests in a more balanced mix of income assets and high dividend-paying growth assets – New Zealand shares.
| 50% | Growth Assets |
| 50% | Income Assets |
Expected long term annual return (after fees, before tax)
Suggested timeframe
Annual fund charge (estimated total)
Expected returns are calculated based on long-run expectations for investment markets and fund performance, and are not a guarantee of future results. The calculation takes information on how market returns have varied in the past and gives a range of what is assessed to be likely in the future. The ranges of expected returns have been calculated using a statistical tool of 2 ½ standard deviations of return volatility – this means that actual returns are expected to fall outside these ranges 1 year out of every 100. While these ranges may be used as a guide, due to the uncertainty inherent in financial markets they are also not guaranteed.
Expected long term annual return (after fees, before tax)
Suggested timeframe.
The fund’s objective is to provide long-term capital gains but to partially offset short-term movements up and down with some income assets.
It aims to achieve returns – after fees but before tax – of at least 3.50% per year above inflation over any seven year period.
There will be larger movements up and down in the value of the fund compared to the Balanced Fund.
The fund invests mainly in growth assets, but includes some income assets.
| 80% | Growth Assets |
| 20% | Income Assets |
Expected long term annual return (after fees, before tax)
Suggested timeframe
Annual fund charge (estimated total)
Expected returns are calculated based on long-run expectations for investment markets and fund performance, and are not a guarantee of future results. The calculation takes information on how market returns have varied in the past and gives a range of what is assessed to be likely in the future. The ranges of expected returns have been calculated using a statistical tool of 2 ½ standard deviations of return volatility – this means that actual returns are expected to fall outside these ranges 1 year out of every 100. While these ranges may be used as a guide, due to the uncertainty inherent in financial markets they are also not guaranteed.
Expected long term annual return (after fees, before tax)
Suggested timeframe.
The fund invests predominantly in growth assets and uses options contracts to partially ‘shield’ the fund against (limit the impact of) more significant short-term downward movements of the value of the fund’s investments.
This is achieved by using a strategy which will typically involve, but is not limited to, holding put options which provide protection on around 30% of any fund losses above a 10% fall in global share markets. The level of protection will typically vary between 20% and 50% of the fund, depending on our view of a range of factors such as cost, market volatility and risk.
| 99% | Growth Assets |
| 1% | Income Assets |
Expected long term annual return (after fees, before tax)
Suggested timeframe
Annual fund charge (estimated total)
Expected returns are calculated based on long-run expectations for investment markets and fund performance, and are not a guarantee of future results. The calculation takes information on how market returns have varied in the past and gives a range of what is assessed to be likely in the future. The ranges of expected returns have been calculated using a statistical tool of 2 ½ standard deviations of return volatility – this means that actual returns are expected to fall outside these ranges 1 year out of every 100. While these ranges may be used as a guide, due to the uncertainty inherent in financial markets they are also not guaranteed.
Expected long term annual return (after fees, before tax)
Suggested timeframe.
The fund’s objective is to provide long-term capital gains but to partially offset short-term movements up and down with some income assets.
It aims to achieve returns – after fees but before tax – of at least 3.50% per year above inflation over any seven year period.
There will be larger movements up and down in the value of the fund compared to the Balanced Fund
The fund invests mainly in a more balanced mix of income assets and growth assets.
It currently excludes investments in directly held companies and managed fund investments where the underlying activities are principally involved in the tobacco, alcohol, gambling, armaments, nuclear power, adult entertainment, GMO and fossil fuel industries.*
| 25% | Growth Assets |
| 75% | Income Assets |
Expected long term annual return (after fees, before tax)
Suggested timeframe
Annual fund charge (estimated total)
Expected returns are calculated based on long-run expectations for investment markets and fund performance, and are not a guarantee of future results. The calculation takes information on how market returns have varied in the past and gives a range of what is assessed to be likely in the future. The ranges of expected returns have been calculated using a statistical tool of 2 ½ standard deviations of return volatility – this means that actual returns are expected to fall outside these ranges 1 year out of every 100. While these ranges may be used as a guide, due to the uncertainty inherent in financial markets they are also not guaranteed.
* Further details on excluded investments can be accessed by following the link in the "Socially responsible investing" section of our Approach to Responsible Investing policy at www.booster.co.nz/responsible-investing-policy.
Expected long term annual return (after fees, before tax)
Suggested timeframe.
The fund’s objective is to maximise the potential for capital gains over the long term.
It aims to achieve returns – after fees but before tax – of at least 4.50% per year above inflation over any ten year period.
There will be significant movements up and down in the value of the fund.
The fund invests predominantly in growth assets, with little or no allocation to income assets.
| 99% | Growth Assets |
| 1% | Income Assets |
Expected long term annual return (after fees, before tax)
Suggested timeframe
Annual fund charge (estimated total)
Expected returns are calculated based on long-run expectations for investment markets and fund performance, and are not a guarantee of future results. The calculation takes information on how market returns have varied in the past and gives a range of what is assessed to be likely in the future. The ranges of expected returns have been calculated using a statistical tool of 2 ½ standard deviations of return volatility – this means that actual returns are expected to fall outside these ranges 1 year out of every 100. While these ranges may be used as a guide, due to the uncertainty inherent in financial markets they are also not guaranteed.
Expected long term annual return (after fees, before tax)
Suggested timeframe.
The fund’s objective is to maximise the potential for capital gains over the long term.
It aims to achieve returns – after fees but before tax – of at least 4.50% per year above inflation over any ten year period.
There will be significant movements up and down in the value of the fund.
The fund invests predominantly in growth assets, with little or no allocation to income assets.
It currently excludes investments in directly held companies and managed fund investments where the underlying activities are principally involved in the tobacco, alcohol, gambling, armaments, nuclear power, adult entertainment, GMO and fossil fuel industries.*
| 98% | Growth Assets |
| 2% | Income Assets |
Expected long term annual return (after fees, before tax)
Suggested timeframe
Annual fund charge (estimated total)
Expected returns are calculated based on long-run expectations for investment markets and fund performance, and are not a guarantee of future results. The calculation takes information on how market returns have varied in the past and gives a range of what is assessed to be likely in the future. The ranges of expected returns have been calculated using a statistical tool of 2 ½ standard deviations of return volatility – this means that actual returns are expected to fall outside these ranges 1 year out of every 100. While these ranges may be used as a guide, due to the uncertainty inherent in financial markets they are also not guaranteed.
* Further details on excluded investments can be accessed by following the link in the "Socially responsible investing" section of our Approach to Responsible Investing policy at www.booster.co.nz/responsible-investing-policy.
Expected long term annual return (after fees, before tax)
Suggested timeframe.
The fund’s objective is to provide a higher risk portfolio, complementing other separately held fixed interest investments.
It aims to achieve returns – after fees but before tax – of at least 4% per year above inflation over any ten year period.
There will be significant movements up and down in the value of the fund.
The fund invests almost entirely in high dividend-paying growth assets – New Zealand shares – with a small allocation to income assets.
| 99% | Growth Assets |
| 1% | Income Assets |
Expected long term annual return (after fees, before tax)
Suggested timeframe
Annual fund charge (estimated total)
Expected returns are calculated based on long-run expectations for investment markets and fund performance, and are not a guarantee of future results. The calculation takes information on how market returns have varied in the past and gives a range of what is assessed to be likely in the future. The ranges of expected returns have been calculated using a statistical tool of 2 ½ standard deviations of return volatility – this means that actual returns are expected to fall outside these ranges 1 year out of every 100. While these ranges may be used as a guide, due to the uncertainty inherent in financial markets they are also not guaranteed.
Suggested timeframe.
The Fund aims to provide investors with an exposure to a diversified portfolio of early-stage companies founded on intellectual property originated or developed in New Zealand.
The Fund seeks to invest in a diversified portfolio of investments in conjunction with a range of other specialist investors, across a range of different business sectors and stages of development to optimise the expected returns from early-stage investments.
| 98% | Growth Assets |
| 2% | Income Assets |
This is a unique fund. The potential returns are difficult to predict and are likely to cover a wide range.
Suggested timeframe
The fund charges a performance fee of 20% when returns are greater than 10%. For more details on the fund fees, check out the PDS.
*(plus potential capital raising expenses. See PDS for details)
Annual fund charge (estimated total)
This fund invests in early-stage businesses. The outcomes of early stage investing vary significantly and are high risk. The nature of these investments make it difficult to provide a specific expected return for the fund. The PDS has more information on the investments, fees, risks, and drivers of potential returns.
