Ethical Investing
We know that understanding how your money is invested is important to you. It’s important to us too.
Learn more in our Approach to Responsible Investing policy.

Investing in a better world
Socially responsible investing (SRI) typically restricts investing in companies undertaking select activities that have been identified as likely to have wider negative effects on the environment or society. Such restrictions may be subject to certain thresholds such as the percentage of revenue a company earns from that activity.

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.
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.
Our Socially Responsible funds
We offer different types of investment funds so you can invest in a fund that's right for you.
What are your values?
Our Socially Responsible funds restrict investing in select activities in specific industries like fossil fuels, military weapons or whaling that have been identified as likely to have wider negative effects on the environment or society. Restrictions are subject to revenue thresholds.
These are in addition to the restrictions that apply to all our funds—where we restrict investing into companies that undertake any of the following activities: the production, supply or stockpiling of certain controversial or nuclear weapons, or the manufacturing of military style semi-automatic weapons or tobacco.
Learn more in our Approach to Responsible Investing policy.
















































































Our socially responsible investment funds also restrict investment into debt securities issued by certain sovereign states – our decision on which sovereign states to apply this restriction to is informed by the following factors, whilst also taking into account portfolio considerations:
- Diplomatic, economic or military sanctions aimed at that sovereign state by the New Zealand Government;
- Widespread formal international condemnation of the Sovereign State by democratic sovereign states for matters relating to human rights, including breaches of international conventions on the conduct of war;
- The Cato Institute Human Freedom Index;
For restricted sovereign states, we may also (but are not required to) restrict certain corporate bond or share investments that we have assessed are significantly influenced by the sovereign state.
Learn more in our Approach to Responsible Investing policy.
Integrating ESG factors into our investment selection
For most of our multi-sector funds, we consider Environmental, Social and Governance (ESG) factors—alongside other investment criteria—when making decisions about directly managed listed shares and property assets. We manage a significant portion of these assets directly in our Socially Responsible and Wealth Series funds. In our other funds, a larger share of listed shares and property is managed by external fund managers.
When selecting external managers for actively managed listed share investments, we assess their ESG frameworks as part of our selection process. We periodically review both our choice of external managers and the proportion of assets they manage.
Learn more in our Approach to Responsible Investing policy.
- Climate risk
- Resource use
- Products impacts
- Product externalities
- Employee wellbeing & inclusion
- Ethics
- Board independence & skill
- Shareholder rights
- Alignment of interests
Our approach to responsible investing
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Booster SRI funds have been certified by the RIAA according to the strict operational and disclosure practices required under the Responsible Investment Certification Program. See www.responsiblereturns.com.au for details. The Responsible Investment Certification Program does not constitute financial product advice. Neither the Certification Symbol nor RIAA recommends to any person that any financial product is a suitable investment or that returns are guaranteed. Appropriate professional advice should be sought prior to making an investment decision. RIAA does not hold a Financial Advice Provider licence.