Fund performance

4.0%

Expected long term annual return (after fees, before tax)

4yr+

Suggested timeframe

1.14%

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.

Fund performance

5.1%

Expected long term annual return (after fees, before tax)

5yr+

Suggested timeframe

1.29%

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.

Fund performance

6.9%

Expected long term annual return (after fees, before tax)

10yr+

Suggested timeframe

1.35%

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.

Fund performance

3.6%

Expected long term annual return (after fees, before tax)

4yr+

Suggested timeframe

2.41%

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.

Fund performance

4.4%

Expected long term annual return (after fees, before tax)

5yr+

Suggested timeframe

2.81%

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.

Fund performance

6.2%

Expected long term annual return (after fees, before tax)

10yr+

Suggested timeframe

3.09%

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.