You can invest directly with Booster in our Compass Series. A range of simple, easy to use investment funds that you can get started online. You’ll enjoy the benefit of Booster’s investment knowledge and expertise. And, with access to mybooster, you can keep an eye on your investments.
If you’re after something more specialised and want expert advice, you can invest in our Professional Series investment funds through a financial adviser.
Our investment philosophy is simple. You want to know that your money is being looked after carefully.
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 and Tahi, invest directly into New Zealand. It's a unique story and one we're very proud of.
If you’re ready to invest, our Compass Series of direct 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.
Open your investment account online.
Prefer to have someone take a comprehensive look at your finances, set your investment plan and help you manage it?
Our Professional Series investment funds offer you a range of different investment options. 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.
Expected long term annual return (after fees, before tax)
Suggested timeframe.
Annual fees
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 8% (before tax and after all fees, charges and costs) over rolling 7 year periods from a combination of income distributions and capital growth.
The Fund obtains its Property exposure by buying units in a separate wholesale property managed by Booster - the Private Land and Property Portfolio (Wholesale Fund) established under the Booster Investment Scheme.
Annual fund charge (total)
Management Fee
In fund costs
Property operating expenses (estimate)
Expected returns in any rolling 7 year period
Suggested timeframe
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.
Exisiting member? Login to apply/invest directly.
Current rate
Suggested timeframe.
Annual fees
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.
Annual fees
Management Fee
Performance-based fee
Other management and admin charges
This rate is after fees but before tax.
Suggested timeframe
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.
Exisiting member? Login to apply/invest directly.
Expected long term annual return (after fees, before tax)
Suggested timeframe.
Annual fees
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.
Annual fees
Management Fee
Performance-based fee
Other management and admin charges
Range of expected returns in any one year
Range of expected returns in any rolling 10 year period
Suggested timeframe
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.
Already have an adviser? Get in contact with them to find out more.
Expected long term annual return (after fees, before tax)
Suggested timeframe.
Annual fees
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.
Annual fees
Management Fee
Performance-based fee
Other management and admin charges
Range of expected returns in any one year
Range of expected returns in any rolling 10 year period
Suggested timeframe
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.
Already have an adviser? Get in touch with them to find out more.
Expected long term annual return (after fees, before tax)
Suggested timeframe.
Annual fees
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.*
Annual fees
Management Fee
Performance-based fee
Other management and admin charges
Range of expected returns in any one year
Range of expected returns in any rolling 10 year period
Suggested timeframe
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.
Already have an adviser? Get in touch with them to find out more.
Current posted rate
Suggested timeframe.
Annual fees
The fund’s objective is to provide both Call Class and Term Class Series options, offering better risk adjusted returns than can be achieved by investing directly in higher risk income investments.
It aims to achieve a rate of return equal to or ahead of the benchmark index – the 90-day wholesale bank bill rate.
The fund invests entirely in income assets.
While no fee is paid directly by investors, Booster retains the difference between the income earned by the fund and the Posted Rates to pay for the costs and expenses of running the fund.
Current posted rate (on call)
Suggested timeframe
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.
Already have an adviser? Get in touch with them to find out more.
Expected long term annual return (after fees, before tax)
Suggested timeframe.
Annual fees
The fund’s objective is to provide an enhancement to medium term bank term deposit returns over any two year period.
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.
Annual fees
Management Fee
Performance-based fee
Other management and admin charges
Range of expected returns in any one year
Range of expected returns in any rolling 10 year period
Suggested timeframe
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.
Already have an adviser? Get in touch with them to find out more.
Expected long term annual return (after fees, before tax)
Suggested timeframe.
Annual fees
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.
Annual fees
Management Fee
Performance-based fee
Other management and admin charges
Range of expected returns in any one year
Range of expected returns in any rolling 5 year period
Suggested timeframe
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.
Already have an adviser? Get in touch with them to find out more.
Expected long term annual return (after fees, before tax)
Suggested timeframe.
Annual fees
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.
Annual fees
Management Fee
Performance-based fee
Other management and admin charges
Range of expected returns in any one year
Range of expected returns in any rolling 5 year period
Suggested timeframe
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.
Already have an adviser? Get in touch with them to find out more.
Expected long term annual return (after fees, before tax)
Suggested timeframe.
Annual fees
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.
Annual fees
Management Fee
Performance-based fee
Other management and admin charges
Range of expected returns in any one year
Range of expected returns in any rolling 10 year period
Suggested timeframe
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.
Already have an adviser? Get in touch with them to find out more.
Expected long term annual return (after fees, before tax)
Suggested timeframe.
Annual fees
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.*
Annual fees
Management Fee
Performance-based fee
Other management and admin charges
Range of expected returns in any one year
Range of expected returns in any rolling 10 year period
Suggested timeframe
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.
Already have an adviser? Get in touch with them to find out more.
Expected long term annual return (after fees, before tax)
Suggested timeframe.
Annual fees
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.
Annual fees
Management Fee
Performance-based fee
Other management and admin charges
Range of expected returns in any one year
Range of expected returns in any rolling 5 year period
Suggested timeframe
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.
Already have an adviser? Get in touch with them to find out more.
Expected long term annual return (after fees, before tax)
Suggested timeframe.
Annual fees
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.
Annual fees
Management Fee
Performance-based fee
Other management and admin charges
Range of expected returns in any one year
Range of expected returns in any rolling 10 year period
Suggested timeframe
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.
Already have an adviser? Get in touch with them to find out more.
Expected long term annual return (after fees, before tax)
Suggested timeframe.
Annual fees
The fund’s objective is to provide long-term capital gains by investing predominantly in growth assets, while partially shielding the fund against some of the short-term downside risks.
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.
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.
Annual fees
Management Fee
Performance-based fee
Other management and admin charges
Range of expected returns in any one year
Range of expected returns in any rolling 10 year period
Suggested timeframe
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.
Already have an adviser? Get in touch with them to find out more.
Expected long term annual return (after fees, before tax)
Suggested timeframe.
Annual fees
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.
Annual fees
Management Fee
Performance-based fee
Other management and admin charges
Range of expected returns in any one year
Range of expected returns in any rolling 10 year period
Suggested timeframe
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.
Already have an adviser? Get in touch with them to find out more.
Expected long term annual return (after fees, before tax)
Suggested timeframe.
Annual fees
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.*
Annual fees
Management Fee
Performance-based fee
Other management and admin charges
Range of expected returns in any one year
Range of expected returns in any rolling 10 year period
Suggested timeframe
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.
Already have an adviser? Get in touch with them to find out more.
Expected long term annual return (after fees, before tax)
Suggested timeframe.
Annual fees
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.
Annual fees
Management Fee
Performance-based fee
Other management and admin charges
Range of expected returns in any one year
Range of expected returns in any rolling 5 year period
Suggested timeframe
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.
Already have an adviser? Get in touch with them to find out more.
