Focus Series

While many people want the active management provided by our Investment Series, we recognise that’s not for everyone. Our Focus Series is designed for people who want a simple investment that's built to largely follow what the markets are doing.

The Booster Focus Series has four funds to choose from. The choice is yours.

Conservative Fund

 

Investment objective

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 2.5% per year above inflation over any four year period.

Generally, there will be some movements up and down in the value of the fund.

Investment strategy

The fund invests mainly in income assets, but includes some growth assets.

Risk indicator

See the footnote that explains the risk indicator.*

Balanced Fund

Investment objective

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 3% per year above inflation over any five year period.

There will be some movements up and down in the value of the fund.

Investment strategy

The fund invests in a more balanced mix of income assets and growth assets.

Risk indicator

See the footnote that explains the risk indicator.*

Growth Fund

Investment objective

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 4% 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.

Investment strategy

 The fund invests mainly in growth assets, but includes some income assets.

Risk indicator

See the footnote that explains the risk indicator.*

High Growth Fund

Investment objective

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 5% per year above inflation over any ten year period.

There will be significant movements up and down in the value of the fund.

Investment strategy

The fund invests predominantly in growth assets, with little or no allocation to income assets.

Risk indicator

 

See the footnote that explains the risk indicator.*

* The risk indicator is rated from 1 (low) to 7 (high). The rating reflects how much the value of the fund’s assets goes up and down – the 'volatility'. A higher risk generally means higher potential returns over time, but more ups and downs along the way.