Expected long term average return per annum (after fees, before tax)
Suggested timeframe.
Provides a relatively consistent investment performance, with the opportunity to enhance the overall return through a modest degree of capital gains over the long-term, while excluding investments which do not satisfy certain socially responsible investment criteria.
| 35% | Growth Assets |
| 65% | Income Assets |
Expected long term annual return (after fees, before tax)
Suggested timeframe
Annual fund charge (estimated total)
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.
*Due to the Socially Responsible Moderate Fund being new, an application has been made for it to be certified by the Responsible Investment Association Australasia. This fund is consistent with Booster’s other Socially Responsible funds.
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Expected long term average return per annum (after fees, before tax)
Suggested timeframe.
An actively managed fund that excludes investments that do not meet certain values-based standards. Examples are alcohol, gambling and fossil fuels. Its ‘balanced’ mix of ‘income’ and ‘growth’ assets have a typical return and risk profile over the medium to long term.
| 55% | Growth Assets |
| 45% | Income Assets |
Expected long term annual return (after fees, before tax)
Suggested timeframe
Annual fund charge (estimated total)
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.
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Expected long term average return per annum (after fees, before tax)
Suggested timeframe.
This fund aims to provide savers with the opportunity to achieve long-term capital growth through diversified investments that avoid companies whose activities are considered to have negative social impacts.
| 98% | Growth Assets |
| 2% | Income Assets |
Expected long term annual return (after fees, before tax)
Suggested timeframe
Annual fund charge (estimated total)
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.
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Expected long term average return per annum (after fees, before tax)
Suggested timeframe.
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.*
| 35% | Growth Assets |
| 65% | Income Assets |
Expected long term annual return (after fees, before tax)
Suggested timeframe
Annual fund charge (estimated total)
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.
Expected long term average return per annum (after fees, before tax)
Suggested timeframe.
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.*
| 55% | Growth Assets |
| 45% | Income Assets |
Expected long term annual return (after fees, before tax)
Suggested timeframe
Annual fund charge (estimated total)
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.
Expected long term average return per annum (after fees, before tax)
Suggested timeframe.
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.*
| 98% | Growth Assets |
| 2% | Income Assets |
Expected long term annual return (after fees, before tax)
Suggested timeframe
Annual fund charge (estimated total)
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.
Where a company generates significant revenue or more than an incidental proportion of revenue from these areas. eg a company that derives 5% or more revenue from fossil fuels (including exploration, extraction, refinement, distribution, supply and retail).
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Climate change
Resource use
Products & packaging
Product impacts
Employee wellbeing
Ethics
Board independence
Diversity of employees
Alignment of interest
