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Quarterly fund updates

View and download quarterly updates for each fund in the Booster KiwiSaver Scheme.

The Quarterly Fund Updates of the quarters previous to those listed below can be found on the Disclose Register.  Chose ‘Search Offers’ and search for ‘Booster’ at https://disclose-register.companiesoffice.govt.nz/

Quarter ending 30 September 2020

Asset Class Conservative Fund (PDF 92KB)

Asset Class Balanced Fund (PDF 96KB)

Asset Class Growth Fund (PDF 93KB)

Balanced Fund (PDF 104KB)

Balanced Growth Fund (PDF 104KB)

Capital Guaranteed Fund (PDF 92KB)

Default Saver Fund (PDF 100KB)

Enhanced Cash Fund (PDF 92KB)

Geared Growth Fund (PDF 108KB)

High Growth Fund (PDF 105KB)

International Share Fund (PDF 92KB)

Moderate Fund (PDF 104KB)

Shielded Growth Fund (PDF 101KB)

Socially Responsible Investment Moderate Fund (PDF 95KB)

Socially Responsible Investment Balanced Fund (PDF 93KB)

Socially Responsible Investment High Growth Fund (PDF 95KB)

Trans-Tasman Share Fund (PDF 92KB)

Quarter ending 30 June 2020

Asset Class Conservative Fund (PDF 129KB)

Asset Class Balanced Fund (PDF 132KB)

Asset Class Growth Fund (PDF 1835KB)

Balanced Fund (PDF 147KB)

Balanced Growth Fund (PDF 148KB)

Capital Guaranteed Fund (PDF 128KB)

Default Saver Fund (PDF 143KB)

Enhanced Cash Fund (PDF 113KB)

Geared Growth Fund (PDF 151KB)

High Growth Fund (PDF 150KB)

International Share Fund (PDF 122KB)

Moderate Fund (PDF 147KB)

Shielded Growth Fund (PDF 139KB)

Socially Responsible Investment Moderate Fund (PDF 118KB)

Socially Responsible Investment Balanced Fund (PDF 137KB)

Socially Responsible Investment High Growth Fund (PDF 139KB)

Trans-Tasman Share Fund (PDF 122KB)

Quarter ending 31 March 2020

Asset Class Conservative Fund (PDF 184KB)

Asset Class Balanced Fund (PDF 189KB)

Asset Class Growth Fund (PDF 185KB)

Balanced Fund (PDF 201KB)

Balanced Growth Fund (PDF 200KB)

Capital Guaranteed Fund (PDF 185KB)

Default Saver Fund (PDF 194KB)

Enhanced Cash Fund (PDF 180KB)

Geared Growth Fund (PDF 203KB)

High Growth Fund (PDF 201KB)

International Share Fund (PDF 181KB)

Moderate Fund (PDF 200KB)

Shielded Growth Fund (PDF 198KB)

Socially Responsible Investment Moderate Fund (PDF 186KB)

Socially Responsible Investment Balanced Fund (PDF 188KB)

Socially Responsible Investment High Growth Fund (PDF 190KB)

Trans-Tasman Share Fund (PDF 180KB)

Quarter ending 31 December 2019

Asset Class Conservative Fund (PDF 92KB)

Asset Class Balanced Fund (PDF 96KB)

Asset Class Growth Fund (PDF 92KB)

Balanced Fund (PDF 105KB)

Balanced Growth Fund (PDF 104KB)

Capital Guaranteed Fund (PDF 93KB)

Default Saver Fund (PDF 110KB)

Enhanced Income Fund (PDF 92KB)

Geared Growth Fund (PDF 106KB)

High Growth Fund (PDF 104KB)

International Share Fund (PDF 92KB)

Moderate Fund (PDF 104KB)

Shielded Growth Fund (PDF 93KB)

Socially Responsible Investment Balanced Fund (PDF 94KB)

Socially Responsible Investment Growth Fund (PDF 95KB)

Trans-Tasman Share Fund (PDF 92KB)

Quarter ending 30 September 2019

Asset Class Conservative Fund (PDF 93KB)

Asset Class Balanced Fund (PDF 97KB)

Asset Class Growth Fund (PDF 92KB)

Balanced Fund (PDF 105KB)

Balanced Growth Fund (PDF 104KB)

Capital Guaranteed Fund (PDF 93KB)

Default Saver Fund (PDF 111KB)

Enhanced Income Fund (PDF 93KB)

Geared Growth Fund (PDF 107KB)

High Growth Fund (PDF 105KB)

International Share Fund (PDF 93KB)

Moderate Fund (PDF 105KB)

Shielded Growth Fund (PDF 94KB)

Socially Responsible Investment Balanced Fund (PDF 94KB)

Socially Responsible Investment Growth Fund (PDF 95KB)

Trans-Tasman Share Fund (PDF 93KB)

Quarter ending 30 June 2019

Asset Class Conservative Fund (PDF 98KB)

Asset Class Balanced Fund (PDF 97KB)

Asset Class Growth Fund (PDF 92KB)

Balanced Fund (PDF 105KB)

Balanced Growth Fund (PDF 105KB)

Capital Guaranteed Fund (PDF 94KB)

Default Saver Fund (PDF 110KB)

Enhanced Income Fund (PDF 93KB)

Geared Growth Fund (PDF 107KB)

High Growth Fund (PDF 105KB)

International Share Fund (PDF 93KB)

Moderate Fund (PDF 105KB)

Shielded Growth Fund (PDF 94KB)

Socially Responsible Investment Balanced Fund (PDF 95KB)

Socially Responsible Investment Growth Fund (PDF 95KB)

Trans-Tasman Share Fund (PDF 93KB)

Quarter ending 31 March 2019

Asset Class Conservative Fund (PDF 98KB)

Asset Class Balanced Fund (PDF 96KB)

Asset Class Growth Fund (PDF 97KB)

Balanced Fund (PDF 104KB)

Balanced Growth Fund (PDF 104KB)

Capital Guaranteed Fund (PDF 92KB)

Default Saver Fund (PDF 109KB)

Enhanced Income Fund (PDF 92KB)

Geared Growth Fund (PDF 106KB)

High Growth Fund (PDF 104KB)

International Share Fund (PDF 92KB)

Moderate Fund (PDF 104KB)

Shielded Growth Fund (PDF 93KB)

Socially Responsible Investment Balanced Fund (PDF 99KB)

Socially Responsible Investment Growth Fund (PDF 95KB)

Trans-Tasman Share Fund (PDF 92KB)

Quarter ending 31 December 2018

Asset Class Conservative Fund (PDF 92KB)

Asset Class Balanced Fund (PDF 82KB)

Asset Class Growth Fund (PDF 90KB)

Balanced Fund (PDF 104KB)

Balanced Growth Fund (PDF 102KB)

Capital Guaranteed Fund (PDF 92KB)

Default Saver Fund (PDF 108KB)

Enhanced Income Fund (PDF 92KB)

Geared Growth Fund (PDF 116KB)

High Growth Fund (PDF 103KB)

International Share Fund (PDF 91KB)

Moderate Fund (PDF 103KB)

Shielded Growth Fund (PDF 92KB)

Socially Responsible Investment Balanced Fund (PDF 93KB)

Socially Responsible Investment Growth Fund (PDF 94KB)

Trans-Tasman Share Fund (PDF 92KB)

Quarter ending 30 September 2018

Asset Class Conservative Fund (PDF 106KB)

Asset Class Balanced Fund (PDF 108KB)

Asset Class Growth Fund (PDF 105KB)

Balanced Fund (PDF 119KB)

Balanced Growth Fund (PDF 117KB)

Capital Guaranteed Fund (PDF 107KB)

Default Saver Fund (PDF 130KB)

Enhanced Income Fund (PDF 107KB)

Geared Growth Fund (PDF 118KB)

High Growth Fund (PDF 118KB)

International Share Fund (PDF 106KB)

Moderate Fund (PDF 118KB)

Shielded Growth Fund (PDF 107KB)

Socially Responsible Investment Balanced Fund (PDF 108KB)

Socially Responsible Investment Growth Fund (PDF 109KB)

Trans-Tasman Share Fund (PDF 106KB)

Quarter ending 30 June 2018

Asset Class Conservative Fund (PDF 113KB)

Asset Class Balanced Fund (PDF 104KB)

Asset Class Growth Fund (PDF 112KB)

Balanced Fund (PDF 118KB)

Balanced Growth Fund (PDF 117KB)

Capital Guaranteed Fund (PDF 107KB)

Default Saver Fund (PDF 130KB)

Enhanced Income Fund (PDF 107KB)

Geared Growth Fund (PDF 118KB)

High Growth Fund (PDF 118KB)

International Share Fund (PDF 106KB)

Moderate Fund (PDF 118KB)

Shielded Growth Fund (PDF 106KB)

Socially Responsible Investment Balanced Fund (PDF 108KB)

Socially Responsible Investment Growth Fund (PDF 109KB)

Trans-Tasman Share Fund (PDF 107KB)

Quarter ending 31 March 2018

Asset Class Conservative Fund (PDF 313KB)

Asset Class Balanced Fund (PDF 325KB)

Asset Class Growth Fund (PDF 314KB)

Balanced Fund (PDF 340KB)

Balanced Growth Fund (PDF 322KB)

Capital Guaranteed Fund (PDF 316KB)

Default Saver Fund (PDF 334KB)

Enhanced Income Fund (PDF 315KB)

Geared Growth Fund (PDF 323KB)

High Growth Fund (PDF 324KB)

International Share Fund (PDF 315KB)

Moderate Fund (323KB)

Options Fund (PDF 316KB)

Socially Responsible Investment Balanced Fund (PDF 368KB)

Socially Responsible Investment Growth Fund (PDF 337KB)

Trans-Tasman Share Fund (PDF 331KB)

Looking for other documents?

View the investment performance of the Booster KiwiSaver Scheme

Read all the Booster KiwiSaver Scheme Product Disclosure Statements (PDF 1.1MB)

Explore all Booster KiwiSaver Scheme documents and forms

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