Spectacularly unsurprising
  • Unhappy Investor Erratic Returns Graph Booster Investment Scheme
  • Unhappy Investor Erratic Returns Graph Booster Investment Scheme
  • Smiling Investor Rising Returns Graph Booster Investment Scheme

Investment documents

View and download documents for the Booster Investment Scheme.

Quarterly fund updates

View the quarterly fund updates for the Booster Investment Scheme

Product Disclosure Statements

Booster Investment Scheme Product Disclosure Statement – Investment Series: Enhanced Cash Portfolio and Income Securities Portfolio (PDF 138kB)

Booster Investment Scheme Product Disclosure Statement – Investment Series: Income Funds and Corporate Bond Fund (PDF 166kB)

Booster Investment Scheme Product Disclosure Statement – Investment Series: Multi-sector Funds (PDF 150kB)

Booster Investment Scheme Product Disclosure Statement – Focus Series Funds (PDF 162kB)

Booster Investment Scheme Product Disclosure Statement – Specialist Series Funds (PDF 159kB)

Other documents

Other Material Information (PDF 275kB)

Statement of Investment Policy and Objectives (PDF 359kB)

Trust Deed (1.4MB)

Socially Responsible Investment Philosophy (PDF 53kB)

Annual Report 2017 (PDF 106kB)

Financial Statements 2017 – for year ended 31 March 2017 (PDF 1.8MB)

Questions?

If you have any queries, want to know more or would like a copy of these documents:

  • phone us on 0800 336 338
  • contact us
  • talk to your financial adviser, if you have one.

Financial advice

If you’d like to talk with a professional financial adviser who can look at your situation, we can put you in touch with someone in your area.