Socially Responsible Geared Growth Fund
Suitable for you if: you’re planning to buy a house or retire in 15 plus years and are comfortable with your balance going up and down a lot if it means you might get much better returns. You want a fund that reflects your personal values.
Expected long term annual return (after fees, before tax)*
Suggested investment timeframe
Quality benefits
-
Restricts direct investments in 15 controversial activities
-
Certified Socially Responsible fund
-
Assessed on ESG factors
-
Free accidental death cover for eligible members
-
No member fees on low balances
-
Access to independent financial advice
-
mybooster app and online portal
-
Investment and KiwiSaver specialists
-
Booster is NZ owned and operated
-
Govt. appointed default KiwiSaver Scheme provider
-
Fee discounts for high balances
Strategy, allocation and risk level
We aim to achieve this by investing predominantly in growth assets, with little or no allocation to income assets, and the use of leverage to provide increased exposure, and the application of our Responsible Investment Policy.
| Fund asset allocation | Risk indicator |
|---|---|
99%Growth Assets 1%Income Assets |
6
|
Where would my money be invested in?
NZ: Shares, Cash, Listed Property
Global: Shares, Listed Property
Fees
Two types of charges apply:
-
General member fee: $3 per month
-
Management, trustee services, custody, unit pricing and other costs incurred by the scheme such as brokerage and audit fees: Percentage based.
1.75%
Annual fund charge (estimated total)
Geared Growth Fund
Suitable for you if: you’re planning to buy a house or retire in 15 plus years and are comfortable with your balance going up and down a lot if it means you might get much better returns.
Expected long term annual return (after fees, before tax)
Suggested investment timeframe
Quality benefits
-
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Award-winning fund
-
Assessed on ESG factors
-
Free accidental death cover for eligible members
-
No member fees on low balances
-
Access to independent financial advice
-
mybooster app and online portal
-
Investing back into NZ
-
Investment and KiwiSaver specialists
-
Booster is NZ owned and operated
-
Govt. appointed default KiwiSaver Scheme provider
-
Fee discounts for high balances
Strategy, allocation and risk level
We aim to achieve this by investing predominantly in growth assets, with little or no allocation to income assets, and the use of leverage to provide increased exposure.
Fees
Two types of charges apply:
-
General member fee: $3 per month
-
Management, trustee services, custody, unit pricing and other costs incurred by the scheme such as brokerage and audit fees: Percentage based.
1.77%
Annual fund charge (estimated total)
Quality benefits
-
Restricts direct investments in 15 controversial activities
-
Certified Socially Responsible fund
-
Assessed on ESG factors
-
Free accidental death cover for eligible members
-
No member fees on low balances
-
Access to independent financial advice
-
mybooster app and online portal
-
Investment and KiwiSaver specialists
-
Booster is NZ owned and operated
-
Govt. appointed default KiwiSaver Scheme provider
-
Fee discounts for high balances
-
Award-winning fund
-
Assessed on ESG factors
-
Free accidental death cover for eligible members
-
No member fees on low balances
-
Access to independent financial advice
-
mybooster app and online portal
-
Investing back into NZ
-
Investment and KiwiSaver specialists
-
Booster is NZ owned and operated
-
Govt. appointed default KiwiSaver Scheme provider
-
Fee discounts for high balances
Strategy, allocation and risk level
Fees
Two types of charges apply:
-
General member fee: $3 per month
-
Management, trustee services, custody, unit pricing and other costs incurred by the scheme such as brokerage and audit fees: Percentage based.
*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.
Socially Responsible Geared Growth Fund
Suitable for you if: you’re planning to buy a house or retire in 15 plus years and are comfortable with your balance going up and down a lot if it means you might get much better returns. You want a fund that reflects your personal values.
Expected long term annual return (after fees, before tax)
Suggested investment timeframe
Geared Growth Fund
Suitable for you if: you’re planning to buy a house or retire in 15 plus years and are comfortable with your balance going up and down a lot if it means you might get much better returns.
Expected long term annual return (after fees, before tax)
Suggested investment timeframe
Quality benefits
-
Restricts direct investments in 15 controversial activities
-
Certified Socially Responsible fund
-
Assessed on ESG factors
-
Free accidental death cover for eligible members
-
No member fees on low balances
-
Access to independent financial advice
-
mybooster app and online portal
-
Investment and KiwiSaver specialists
-
Booster is NZ owned and operated
-
Govt. appointed default KiwiSaver Scheme provider
-
Fee discounts for high balances
-
Award-winning fund
-
Assessed on ESG factors
-
Free accidental death cover for eligible members
-
No member fees on low balances
-
Access to independent financial advice
-
mybooster app and online portal
-
Investing back into NZ
-
Investment and KiwiSaver specialists
-
Booster is NZ owned and operated
-
Govt. appointed default KiwiSaver Scheme provider
-
Fee discounts for high balances
Strategy, allocation and risk level
We aim to achieve this by investing predominantly in growth assets, with little or no allocation to income assets, and the use of leverage to provide increased exposure, and the application of our Responsible Investment Policy.
| Fund asset allocation | Risk indicator |
|---|---|
99%Growth Assets 1%Income Assets |
6
|
Where would my money be invested in?
NZ: Shares, Cash, Listed Property
Global: Shares, Listed Property
We aim to achieve this by investing predominantly in growth assets, with little or no allocation to income assets, and the use of leverage to provide increased exposure.
Fees
Two types of charges apply:
-
General member fee: $3 per month
-
Management, trustee services, custody, unit pricing and other costs incurred by the scheme such as brokerage and audit fees: Percentage based.
1.75%
Annual fund charge (estimated total)
1.77%
Annual fund charge (estimated total)
