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
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 |
5
|
Where would my money be invested in?
NZ: Shares, Cash, Listed Property
Global: Shares, Listed Property
Fees
Two types of charges apply:
-
A member fee of $3 per month aside from the Default Saver fund that has no member fee
-
An annual fund charge: percentage based
1.64%
Annual fund charge (estimated total)
Socially Responsible High Growth Fund
Suitable for you if: You’re planning to buy a house or retire in 10 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
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 application of our Responsible Investment Policy.
| Fund asset allocation | Risk indicator |
|---|---|
99%Growth Assets 1%Income Assets |
5
|
Where would my money be invested in?
NZ: Shares, Fixed Interest, Term Deposits, Listed Property
Global: Shares, Fixed Interest, Listed Property
Fees
Two types of charges apply:
-
A member fee of $3 per month aside from the Default Saver fund that has no member fee
-
An annual fund charge: percentage based
1.24%
Annual fund charge (estimated total)
Socially Responsible Growth Fund
Suitable for you if: You’re planning to buy a house or retire in 7 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
Strategy, allocation and risk level
We aim to achieve this by investing primarily in growth assets, with a moderate allocation of income assets, and the application of our Responsible Investment Policy.
| Fund asset allocation | Risk indicator |
|---|---|
80%Growth Assets 20%Income Assets |
5
|
Where would my money be invested in?
NZ: Shares, Fixed Interest, Term Deposits, Listed Property
Global: Shares, Fixed Interest, Listed Property
Fees
Two types of charges apply:
-
A member fee of $3 per month aside from the Default Saver fund that has no member fee
-
An annual fund charge: percentage based
1.23%
Annual fund charge (estimated total)
Socially Responsible Balanced Fund
Suitable for you if: You’re planning to buy a house or retire in 5 plus years and are comfortable with your balance going slightly up and down from time to time if you get better returns. You want a fund that reflects your personal values.
Expected long term annual return (after fees, before tax)
Suggested investment timeframe
Strategy, allocation and risk level
We aim to achieve this by investing in a mix of income and growth assets, and the application of our Responsible Investment Policy.
| Fund asset allocation | Risk indicator |
|---|---|
60%Growth Assets 40%Income Assets |
4
|
Where would my money be invested in?
NZ: Shares, Fixed Interest, Cash, Term Deposits, Listed Property
Global: Shares, Fixed Interest, Listed Property
Fees
Two types of charges apply:
-
A member fee of $3 per month aside from the Default Saver fund that has no member fee
-
An annual fund charge: percentage based
1.22%
Annual fund charge (estimated total)
Socially Responsible Moderate Fund
Suitable for you if: You’re planning to buy a house or retire in 3 plus years and are comfortable with your balance going slightly up and down from time to time if you get better returns. You want a fund that reflects your personal values.
Expected long term annual return (after fees, before tax)
Suggested investment timeframe
Strategy, allocation and risk level
We aim to achieve this by investing mainly in income assets, while including a moderate allocation of growth assets, and the application of our Responsible Investment Policy.
| Fund asset allocation | Risk indicator |
|---|---|
40%Growth Assets 60%Income Assets |
4
|
Where would my money be invested in?
NZ: Shares, Fixed Interest, Term Deposits, Property
Global: Shares, Fixed Interest, Term Deposits, Property
Fees
Two types of charges apply:
-
A member fee of $3 per month aside from the Default Saver fund that has no member fee
-
An annual fund charge: percentage based
1.10%
Annual fund charge (estimated total)
Wealth Geared Growth Fund
Is suited to investors who seek higher returns, including increased potential returns via leverage, on average over extended periods (fifteen years plus), allowing for more significant short to medium term ups and downs, whilst excluding investments which do not satisfy certain responsible investment criteria.
This fund is RIAA Certified.
Expected long term annual return (after fees, before tax)*
Suggested investment timeframe
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 Approach to Responsible Investing Policy. The level of gearing can vary between 0-50% of the fund’s value.
| Fund asset allocation | Risk indicator |
|---|---|
99%Growth Assets 1%Income Assets |
5
|
Annual fund charge (estimated total)
The following charges apply: Management, trustee services, custody, unit pricing and other costs incurred by the scheme such as brokerage and audit fees. The fees are expressed as a percentage of the Net Asset Value of the fund.
1.35%
The following charges apply: Management, Supervisor, custody, unit pricing, performance fee and other costs incurred by the scheme such as brokerage and audit fees. The fees are expressed as a percentage of the Net Asset Value of the fund.
*Additional interest costs on geared funds 1.75%
Wealth High Growth Fund
Is suited to investors who seek potentially higher returns on average over long term periods (ten years plus), allowing for short to medium term ups and downs, whilst excluding investments which do not satisfy certain responsible investment criteria.
This fund is RIAA Certified.
Expected long term annual return (after fees, before tax)*
Suggested investment timeframe
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 application of our Approach to Responsible Investing Policy.
| Fund asset allocation | Risk indicator |
|---|---|
99%Growth Assets 1%Income Assets |
5
|
Annual fund charge (estimated total)
The following charges apply: Management, trustee services, custody, unit pricing and other costs incurred by the scheme such as brokerage and audit fees. The fees are expressed as a percentage of the Net Asset Value of the fund.
0.96%
Annual fund charge (estimated total). The following charges apply: Management, Supervisor, custody, unit pricing, performance fee and other costs incurred by the scheme such as brokerage and audit fees. The fees are expressed as a percentage of the Net Asset Value of the fund.
Socially Responsible High Growth Fund
Is suited to investors who seek potentially higher returns on average over long term periods (ten years plus), allowing for short to medium term ups and downs, whilst excluding investments which do not satisfy certain socially responsible investment criteria.
Expected long term annual return (after fees, before tax)*
Suggested investment timeframe
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 application of our Approach to Responsible Investing Policy.
Annual fund charge (estimated total)
The following charges apply: Management, trustee services, custody, unit pricing and other costs incurred by the scheme such as brokerage and audit fees. The fees are expressed as a percentage of the Net Asset Value of the fund.
3.03%
Annual fund charge (estimated total)
Wealth Growth Fund
Is suited to investors who seek potentially relatively high returns on average over longer term periods (seven years plus), allowing for short to medium term ups and downs, whilst excluding investments which do not satisfy certain responsible investment criteria.
This fund is RIAA Certified.
Expected long term annual return (after fees, before tax)*
Suggested investment timeframe
Strategy, allocation and risk level
We aim to achieve this by investing in investing primarily in growth assets, with a moderate allocation of income assets, and the application of our Approach to Responsible Investing Policy.
Annual fund charge (estimated total)
The following charges apply: Management, trustee services, custody, unit pricing and other costs incurred by the scheme such as brokerage and audit fees. The fees are expressed as a percentage of the Net Asset Value of the fund.
0.91%
Annual fund charge (estimated total). The following charges apply: Management, Supervisor, custody, unit pricing, performance fee and other costs incurred by the scheme such as brokerage and audit fees. The fees are expressed as a percentage of the Net Asset Value of the fund.
Socially Responsible Growth Fund
Is suited to investors who seek potentially relatively high returns on average over longer term periods (seven years plus), allowing for short to medium term ups and downs, whilst excluding investments which do not satisfy certain socially responsible investment criteria.
Expected long term annual return (after fees, before tax)*
Suggested investment timeframe
Strategy, allocation and risk level
We aim to achieve this by investing in investing primarily in growth assets, with a moderate allocation of income assets, and the application of our Approach to Responsible Investing Policy.
Annual fund charge (estimated total)
The following charges apply: Management, trustee services, custody, unit pricing and other costs incurred by the scheme such as brokerage and audit fees. The fees are expressed as a percentage of the Net Asset Value of the fund.
2.96%
Annual fund charge (estimated total)
Wealth Balanced Fund
Is suited to investors who seek a medium level of returns on average over medium term periods (five years plus), allowing for shorter-term ups and downs, whilst excluding investments which do not satisfy certain responsible investment criteria.
This fund is RIAA Certified.
Expected long term annual return (after fees, before tax)*
Suggested investment timeframe
Strategy, allocation and risk level
We aim to achieve this by investing in a mix of income and growth assets, and the application of our Approach to Responsible Investing Policy.
| Fund asset allocation | Risk indicator |
|---|---|
60%Growth Assets 40%Income Assets |
4
|
Annual fund charge (estimated total)
The following charges apply: Management, trustee services, custody, unit pricing and other costs incurred by the scheme such as brokerage and audit fees. The fees are expressed as a percentage of the Net Asset Value of the fund.
0.83%
Annual fund charge (estimated total). The following charges apply: Management, Supervisor, custody, unit pricing, performance fee and other costs incurred by the scheme such as brokerage and audit fees. The fees are expressed as a percentage of the Net Asset Value of the fund.
Socially Responsible Balanced Fund
Is suited to investors who seek a medium level of returns on average over medium term periods (five years plus), allowing for shorter-term ups and downs, whilst excluding investments which do not satisfy certain socially responsible investment criteria.
Expected long term annual return (after fees, before tax)*
Suggested investment timeframe
Strategy, allocation and risk level
We aim to achieve this by investing in a mix of income and growth assets, and the application of our Approach to Responsible Investing Policy.
Annual fund charge (estimated total)
The following charges apply: Management, trustee services, custody, unit pricing and other costs incurred by the scheme such as brokerage and audit fees. The fees are expressed as a percentage of the Net Asset Value of the fund.
2.76%
Annual fund charge (estimated total)
Wealth Moderate Fund
Is suited to investors who seek moderate returns on average over medium term periods (three years plus), allowing for some shorter-term ups and downs, whilst excluding investments which do not satisfy certain responsible investment criteria.
This fund is RIAA Certified.
Expected long term annual return (after fees, before tax)*
Suggested investment timeframe
Strategy, allocation and risk level
We aim to achieve this by investing mainly in income assets, while including a moderate allocation of growth assets, and the application of our Approach to Responsible Investing Policy.
| Fund asset allocation | Risk indicator |
|---|---|
40%Growth Assets 60%Income Assets |
4
|
Annual fund charge (estimated total)
The following charges apply: Management, trustee services, custody, unit pricing and other costs incurred by the scheme such as brokerage and audit fees. The fees are expressed as a percentage of the Net Asset Value of the fund.
0.73%
Annual fund charge (estimated total). The following charges apply: Management, Supervisor, custody, unit pricing, performance fee and other costs incurred by the scheme such as brokerage and audit fees. The fees are expressed as a percentage of the Net Asset Value of the fund.
Socially Responsible Moderate Fund
Is suited to investors who seek moderate returns on average over medium term periods (three years plus), allowing for some shorter-term ups and downs, whilst excluding investments which do not satisfy certain socially responsible investment criteria.
Expected long term annual return (after fees, before tax)*
Suggested investment timeframe
Strategy, allocation and risk level
We aim to achieve this by investing mainly in income assets, while including a moderate allocation of growth assets, and the application of our Approach to Responsible Investing Policy.
Annual fund charge (estimated total)
The following charges apply: Management, trustee services, custody, unit pricing and other costs incurred by the scheme such as brokerage and audit fees. The fees are expressed as a percentage of the Net Asset Value of the fund.
2.37%
Annual fund charge (estimated total)
*Expected returns (before tax, and after estimated fund charge) are calculated based on Booster’s long-run expectations for investment markets and fund performance and are not a guarantee of future results. The expected returns are an estimate of the long run average annual return of the fund and actual returns will vary across different timeframes. The expected returns calculation is reviewed periodically and is based on various assumptions. The expected returns do not take into account any fees you may have agreed with your financial adviser.
**Potential returns are uncertain, difficult to predict and can range widely both positively and negatively
Avoid certain harmful industries
Socially responsible investing typically restricts investing in companies undertaking select activities that have been identified as likely to have wider negative effects on the environment or society.
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Your values
Choosing to invest in a socially responsible investment fund means you can invest in companies or industries that better align with your personal values.
Independently Certified
We apply 16 screening filters across our socially responsible investment funds. We were the first KiwiSaver scheme provider to offer certified Responsible Investment Association Australasia Socially Responsible Funds.
Ethical accreditations & collaborations
