Private Land and Property Fund
The Fund’s investment aims to provide investors with a complementary and enhanced risk / return outcome compared to traditional listed property investments. It aims to generate an average annual long-term return of about 6.5% p.a. (before tax and after all fees, charges and costs) over rolling 7 year periods from a combination of income and capital gain as properties reach full productive capability.
Expected returns in any rolling 7 year period*
Suggested timeframe
Benefits
-
Access to mybooster online portal and Booster NZ app
-
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Access to independent Investment and KiwiSaver financial advice at no additional cost
-
Regular reporting
-
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Booster is NZ owned and operated
-
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Investing in NZ
Fund asset allocation
The Fund aims to invest in land and property-based investments (including agricultural and horticultural land/property) by buying units in Booster's Private Land and Property Portfolio (Wholesale Portfolio). The fund only holds unit in the Wholesale Portfolio, which may borrow to fund additional investment, and potentially some cash.
| Fund asset allocation | Risk indicator |
|---|---|
100%Growth Assets 0%Income Assets |
3
|
Where would my money be invested in?
NZ: Unlisted property, cash and cash equivalents
Annual fund charge (estimated total)
Two types of charges apply:
-
General administration account fee.
-
Management, trustee services, custody, unit pricing and other costs incurred by the scheme such as brokerage and audit fees
1.22%
Annual fund charge (estimated total)
Booster Innovation Fund
The Fund aims to provide investors with an exposure to a diversified portfolio of early-stage companies founded on intellectual property originated or developed in New Zealand. The Fund aims to deliver a significant total rate of return (net of fees but before tax) that outperforms the NZX 50 Index over rolling 15-year periods.
Potential returns - variable due to wide range*
Suggested timeframe
Benefits
-
Access to mybooster online portal and Booster NZ app
-
Access to independent Investment and KiwiSaver financial advice at no additional cost
-
Regular reporting
-
Booster is NZ owned and operated
-
Investing in NZ
Fund asset allocation
The Fund aims to invest in a diversified portfolio alongside specialist investors, spanning various industries and stages of business development, to maximise returns from early-stage opportunities.
| Fund asset allocation | Risk indicator |
|---|---|
98%Growth Assets 2%Income Assets |
7
|
Where would my money be invested in?
NZ: Early-stage companies, cash
Annual fund charge (estimated total)
Two types of charges apply:
-
General administration account fee.
-
Management, trustee services, custody, unit pricing and other costs incurred by the scheme such as brokerage and audit fees
0.30% + PERFORMANCE FEE*
*(plus potential capital raising expenses. See PDS for details)
Annual fund charge (estimated total)
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. 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.
Expected long term annual return*
Suggested timeframe
Benefits
-
RIAA Certified Responsible Investment
-
Restricts investments in 15 controversial activities
-
Certain asset classes assessed on ESG factors
-
Access to mybooster online portal and Booster NZ app
-
Access to independent Investment and KiwiSaver financial at no additional cost
-
Regular reporting
-
Booster is NZ owned and operated
-
Investing in NZ
Fund asset allocation
We aim to achieve this by investing mainly in income assets, with a moderate allocation of growth assets, and the application of our Responsible Investment Policy.
Annual fund charge (estimated total)
Two types of charges apply:
-
General administration account fee.
-
Management, trustee services, custody, unit pricing and other costs incurred by the scheme such as brokerage and audit fees
2.37%
Annual fund charge (estimated total)
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. 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.
Expected long term annual return*
Suggested timeframe
Benefits
-
RIAA Certified Responsible Investment
-
Restricts investments in 15 controversial activities
-
Certain asset classes assessed on ESG factors
-
Access to mybooster online portal and Booster NZ app
-
Access to independent Investment and KiwiSaver financial at no additional cost
-
Regular reporting
-
Booster is NZ owned and operated
-
Investing in NZ
Fund asset allocation
We aim to achieve this by investing in a mix of income and growth assets, and the application of our Responsible Investment Policy.
Annual fund charge (estimated total)
Two types of charges apply:
-
General administration account fee.
-
Management, trustee services, custody, unit pricing and other costs incurred by the scheme such as brokerage and audit fees
2.76%
Annual fund charge (estimated total)
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. 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.
Expected long term annual return*
Suggested timeframe
Benefits
-
RIAA Certified Responsible Investment
-
Restricts investments in 15 controversial activities
-
Certain asset classes assessed on ESG factors
-
Access to mybooster online portal and Booster NZ app
-
Access to independent Investment and KiwiSaver financial at no additional cost
-
Regular reporting
-
Booster is NZ owned and operated
-
Investing in NZ
Fund asset allocation
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.
Annual fund charge (estimated total)
Two types of charges apply:
-
General administration account fee.
-
Management, trustee services, custody, unit pricing and other costs incurred by the scheme such as brokerage and audit fees
2.96%
Annual fund charge (estimated total)
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. 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.
Expected long term annual return*
Suggested timeframe
Benefits
-
RIAA Certified Responsible Investment
-
Restricts investments in 15 controversial activities
-
Certain asset classes assessed on ESG factors
-
Access to mybooster online portal and Booster NZ app
-
Access to independent Investment and KiwiSaver financial at no additional cost
-
Regular reporting
-
Booster is NZ owned and operated
-
Investing in NZ
Fund asset allocation
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.
Annual fund charge (estimated total)
Two types of charges apply:
-
General administration account fee.
-
Management, trustee services, custody, unit pricing and other costs incurred by the scheme such as brokerage and audit fees
3.03%
Annual fund charge (estimated total)
Benefits
-
Access to mybooster online portal and Booster NZ app
-
Access to independent Investment and KiwiSaver financial advice at no additional cost
-
Regular reporting
-
Booster is NZ owned and operated
-
Investing in NZ
-
Access to mybooster online portal and Booster NZ app
-
Access to independent Investment and KiwiSaver financial advice at no additional cost
-
Regular reporting
-
Booster is NZ owned and operated
-
Investing in NZ
-
RIAA Certified Responsible Investment
-
Restricts investments in 15 controversial activities
-
Certain asset classes assessed on ESG factors
-
Access to mybooster online portal and Booster NZ app
-
Access to independent Investment and KiwiSaver financial at no additional cost
-
Regular reporting
-
Booster is NZ owned and operated
-
Investing in NZ
-
RIAA Certified Responsible Investment
-
Restricts investments in 15 controversial activities
-
Certain asset classes assessed on ESG factors
-
Access to mybooster online portal and Booster NZ app
-
Access to independent Investment and KiwiSaver financial at no additional cost
-
Regular reporting
-
Booster is NZ owned and operated
-
Investing in NZ
-
RIAA Certified Responsible Investment
-
Restricts investments in 15 controversial activities
-
Certain asset classes assessed on ESG factors
-
Access to mybooster online portal and Booster NZ app
-
Access to independent Investment and KiwiSaver financial at no additional cost
-
Regular reporting
-
Booster is NZ owned and operated
-
Investing in NZ
-
RIAA Certified Responsible Investment
-
Restricts investments in 15 controversial activities
-
Certain asset classes assessed on ESG factors
-
Access to mybooster online portal and Booster NZ app
-
Access to independent Investment and KiwiSaver financial at no additional cost
-
Regular reporting
-
Booster is NZ owned and operated
-
Investing in NZ
Fund asset allocation
Annual fund charge (estimated total)
Two types of charges apply:
-
General administration account fee.
-
Management, trustee services, custody, unit pricing and other costs incurred by the scheme such as brokerage and audit fees
*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.
Private Land and Property Fund
The Fund’s investment aims to provide investors with a complementary and enhanced risk / return outcome compared to traditional listed property investments. It aims to generate an average annual long-term return of about 6.5% p.a. (before tax and after all fees, charges and costs) over rolling 7 year periods from a combination of income and capital gain as properties reach full productive capability.
Expected long term annual return (after fees, before tax)
Suggested investment timeframe
Booster Innovation Fund
The Fund aims to provide investors with an exposure to a diversified portfolio of early-stage companies founded on intellectual property originated or developed in New Zealand. The Fund aims to deliver a significant total rate of return (net of fees but before tax) that outperforms the NZX 50 Index over rolling 15-year periods.
Expected long term annual return (after fees, before tax)
Suggested investment timeframe
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. 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.
Expected long term annual return (after fees, before tax)
Suggested investment timeframe
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. 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.
Expected long term annual return (after fees, before tax)
Suggested investment timeframe
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. 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.
Expected long term annual return (after fees, before tax)
Suggested investment timeframe
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. 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.
Expected long term annual return (after fees, before tax)
Suggested investment timeframe
Benefits
-
Access to mybooster online portal and Booster NZ app
-
Access to independent Investment and KiwiSaver financial advice at no additional cost
-
Regular reporting
-
Booster is NZ owned and operated
-
Investing in NZ
-
Access to mybooster online portal and Booster NZ app
-
Access to independent Investment and KiwiSaver financial advice at no additional cost
-
Regular reporting
-
Booster is NZ owned and operated
-
Investing in NZ
-
RIAA Certified Responsible Investment
-
Restricts investments in 15 controversial activities
-
Certain asset classes assessed on ESG factors
-
Access to mybooster online portal and Booster NZ app
-
Access to independent Investment and KiwiSaver financial at no additional cost
-
Regular reporting
-
Booster is NZ owned and operated
-
Investing in NZ
-
RIAA Certified Responsible Investment
-
Restricts investments in 15 controversial activities
-
Certain asset classes assessed on ESG factors
-
Access to mybooster online portal and Booster NZ app
-
Access to independent Investment and KiwiSaver financial at no additional cost
-
Regular reporting
-
Booster is NZ owned and operated
-
Investing in NZ
-
RIAA Certified Responsible Investment
-
Restricts investments in 15 controversial activities
-
Certain asset classes assessed on ESG factors
-
Access to mybooster online portal and Booster NZ app
-
Access to independent Investment and KiwiSaver financial at no additional cost
-
Regular reporting
-
Booster is NZ owned and operated
-
Investing in NZ
-
RIAA Certified Responsible Investment
-
Restricts investments in 15 controversial activities
-
Certain asset classes assessed on ESG factors
-
Access to mybooster online portal and Booster NZ app
-
Access to independent Investment and KiwiSaver financial at no additional cost
-
Regular reporting
-
Booster is NZ owned and operated
-
Investing in NZ
Fund asset allocation
The Fund aims to invest in land and property-based investments (including agricultural and horticultural land/property) by buying units in Booster's Private Land and Property Portfolio (Wholesale Portfolio). The fund only holds unit in the Wholesale Portfolio, which may borrow to fund additional investment, and potentially some cash.
| Fund asset allocation | Risk indicator |
|---|---|
100%Growth Assets 0%Income Assets |
3
|
Where would my money be invested in?
NZ: Unlisted property, cash and cash equivalents
The Fund aims to invest in a diversified portfolio alongside specialist investors, spanning various industries and stages of business development, to maximise returns from early-stage opportunities.
| Fund asset allocation | Risk indicator |
|---|---|
98%Growth Assets 2%Income Assets |
7
|
Where would my money be invested in?
NZ: Early-stage companies, cash
We aim to achieve this by investing mainly in income assets, with a moderate allocation of growth assets, and the application of our Responsible Investment Policy.
We aim to achieve this by investing in a mix of income and growth assets, and the application of our Responsible Investment Policy.
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.
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.
Annual fund charge (estimated total)
Two types of charges apply:
-
General administration account fee.
-
Management, trustee services, custody, unit pricing and other costs incurred by the scheme such as brokerage and audit fees
1.22%
Annual fund charge (estimated total)
0.30% + PERFORMANCE FEE*
*(plus potential capital raising expenses. See PDS for details)
Annual fund charge (estimated total)
2.37%
Annual fund charge (estimated total)
2.76%
Annual fund charge (estimated total)
2.96%
Annual fund charge (estimated total)
3.03%
Annual fund charge (estimated total)
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