Private Land and Property Fund
Suitable for you if: You’re planning to withdraw your investment in 4 plus years. It provides you with a complementary and enhanced risk / return outcome compared to traditional listed property investments.
Expected returns in any rolling 7 year period*
Suggested timeframe
Benefits
-
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Access to independent financial advice
-
mybooster app and online portal
-
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Investing back into NZ
-
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Investment and KiwiSaver specialists
-
/NZ_Digital_Green.svg)
Booster is NZ owned and operated
Fund asset allocation
The fund obtains its property exposure by buying units in a separate wholesale property fund managed by Booster - the Private Land and Property Portfolio (Wholesale Fund) established under the Booster Investment Scheme.
| 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
Suitable for you if: You’re planning to withdraw your investment in 15 years or more. Early-stage company investing involves more risk because more early-stage companies fail than matured companies. Consider whether the degree of uncertainty about the fund’s future performance and returns is suitable for you.
Potential returns - variable due to wide range
Suggested timeframe
Benefits
-
Access to independent financial advice
-
mybooster app and online portal
-
Investing back into NZ
-
Investment and KiwiSaver specialists
-
Booster is NZ owned and operated
Fund asset allocation
The Fund seeks to invest in a diversified portfolio of investments in conjunction with a range of other specialist investors, across a range of different business sectors and stages of development to optimise the expected returns from early-stage investments.
| 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
0.44% + PERFORMANCE FEE*
*(plus potential capital raising expenses. See PDS for details)
Annual fund charge (estimated total)
Socially Responsible Moderate Fund
Suitable for you if: You’re planning to withdraw your investment in 3 plus years and want relatively consistent returns, with some capital gains over the long term. You want a fund that reflects your personal values.
Expected long term annual return*
Suggested timeframe
Benefits
-
Restricts direct investments in 15 controversial activities
-
Certified Socially Responsible fund
-
Assessed on ESG factors
-
Access to independent financial advice
-
mybooster app and online portal
-
Investment and KiwiSaver specialists
-
Booster is NZ owned and operated
Fund asset allocation
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: Fixed interest, shares, cash, and cash equivalents
Global: Fixed interest, property, Australian shares, global shares
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)
Enhanced Cash Portfolio
Suitable for you if: You’re planning to withdraw your investment on-call. It is a highly liquid on-call deposit account is suitable if you are seeking a rate of return comparable to, or above similar 'on-call' bank deposit accounts.
This rate is after fees but before tax.*
Suggested timeframe
Benefits
-
Access to independent financial advice
-
mybooster app and online portal
-
Investment and KiwiSaver specialists
-
Booster is NZ owned and operated
Fund asset allocation
We aim to achieve this through investing in high quality short term bank bills and other similar money market instruments.
| Fund asset allocation | Risk indicator |
|---|---|
0%Growth Assets 100%Income Assets |
2
|
Where would my money be invested in?
NZ: 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
0.44%
Annual fund charge (estimated total)
Socially Responsible Balanced Fund
Suitable for you if: You’re planning to withdraw your investments in 5 plus years and are comfortable with some movement up and down in the value of the fund. You want a fund that reflects your personal values.
Expected long term annual return*
Suggested timeframe
Benefits
-
Restricts direct investments in 15 controversial activities
-
Certified Socially Responsible fund
-
Assessed on ESG factors
-
Access to independent financial advice
-
mybooster app and online portal
-
Investing back into NZ
-
Investment and KiwiSaver specialists
-
Booster is NZ owned and operated
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.
| Fund asset allocation | Risk indicator |
|---|---|
60%Growth Assets 40%Income Assets |
4
|
Where would my money be invested in?
NZ: Fixed interest, shares cash and cash equivalents
Global: Fixed interest, listed property, Australian shares, global shares
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
Suitable for you if: You’re planning to withdraw your investment in 7 plus years. It is suited to investors looking for an investment that reflects their personal values, who are comfortable with a medium to high level of risk in order to potentially achieve relatively higher returns. You want a fund that reflects your personal values.
Expected long term annual return*
Suggested timeframe
Benefits
-
Restricts direct investments in 15 controversial activities
-
Certified Socially Responsible fund
-
Assessed on ESG factors
-
Access to independent financial advice
-
mybooster app and online portal
-
Investment and KiwiSaver specialists
-
Booster is NZ owned and operated
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.
| Fund asset allocation | Risk indicator |
|---|---|
80%Growth Assets 20%Income Assets |
5
|
Where would my money be invested in?
NZ: Fixed interest, shares, cash and cash equivalents
Global: Fixed interest, Listed property, Australian shares, global shares
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
Suitable for you if: You’re planning to withdraw your investment 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*
Suggested timeframe
Benefits
-
Restricts direct investments in 15 controversial activities
-
Certified Socially Responsible fund
-
Assessed on ESG factors
-
Access to independent financial advice
-
mybooster app and online portal
-
Investment and KiwiSaver specialists
-
Booster is NZ owned and operated
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.
| Fund asset allocation | Risk indicator |
|---|---|
99%Growth Assets 1%Income Assets |
5
|
Where would my money be invested in?
NZ: Shares, cash and cash equivalents
Global: Property, Australian shares, global shares
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 independent financial advice
-
mybooster app and online portal
-
Investing back into NZ
-
Investment and KiwiSaver specialists
-
Booster is NZ owned and operated
-
Access to independent financial advice
-
mybooster app and online portal
-
Investing back into NZ
-
Investment and KiwiSaver specialists
-
Booster is NZ owned and operated
-
Restricts direct investments in 15 controversial activities
-
Certified Socially Responsible fund
-
Assessed on ESG factors
-
Access to independent financial advice
-
mybooster app and online portal
-
Investment and KiwiSaver specialists
-
Booster is NZ owned and operated
-
Access to independent financial advice
-
mybooster app and online portal
-
Investment and KiwiSaver specialists
-
Booster is NZ owned and operated
-
Restricts direct investments in 15 controversial activities
-
Certified Socially Responsible fund
-
Assessed on ESG factors
-
Access to independent financial advice
-
mybooster app and online portal
-
Investing back into NZ
-
Investment and KiwiSaver specialists
-
Booster is NZ owned and operated
-
Restricts direct investments in 15 controversial activities
-
Certified Socially Responsible fund
-
Assessed on ESG factors
-
Access to independent financial advice
-
mybooster app and online portal
-
Investment and KiwiSaver specialists
-
Booster is NZ owned and operated
-
Restricts direct investments in 15 controversial activities
-
Certified Socially Responsible fund
-
Assessed on ESG factors
-
Access to independent financial advice
-
mybooster app and online portal
-
Investment and KiwiSaver specialists
-
Booster is NZ owned and operated
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
Suitable for you if: You’re planning to withdraw your investment in 4 plus years. It provides you with a complementary and enhanced risk / return outcome compared to traditional listed property investments.
Expected long term annual return (after fees, before tax)
Suggested investment timeframe
Booster Innovation Fund
Suitable for you if: You’re planning to withdraw your investment in 15 years or more. Early-stage company investing involves more risk because more early-stage companies fail than matured companies. Consider whether the degree of uncertainty about the fund’s future performance and returns is suitable for you.
Expected long term annual return (after fees, before tax)
Suggested investment timeframe
Socially Responsible Moderate Fund
Suitable for you if: You’re planning to withdraw your investment in 3 plus years and want relatively consistent returns, with some capital gains over the long term. You want a fund that reflects your personal values.
Expected long term annual return (after fees, before tax)
Suggested investment timeframe
Enhanced Cash Portfolio
Suitable for you if: You’re planning to withdraw your investment on-call. It is a highly liquid on-call deposit account is suitable if you are seeking a rate of return comparable to, or above similar 'on-call' bank deposit accounts.
Expected long term annual return (after fees, before tax)
Suggested investment timeframe
Socially Responsible Balanced Fund
Suitable for you if: You’re planning to withdraw your investments in 5 plus years and are comfortable with some movement up and down in the value of the fund. You want a fund that reflects your personal values.
Expected long term annual return (after fees, before tax)
Suggested investment timeframe
Socially Responsible Growth Fund
Suitable for you if: You’re planning to withdraw your investment in 7 plus years. It is suited to investors looking for an investment that reflects their personal values, who are comfortable with a medium to high level of risk in order to potentially achieve relatively higher returns. You want a fund that reflects your personal values.
Expected long term annual return (after fees, before tax)
Suggested investment timeframe
Socially Responsible High Growth Fund
Suitable for you if: You’re planning to withdraw your investment 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
Benefits
-
Access to independent financial advice
-
mybooster app and online portal
-
Investing back into NZ
-
Investment and KiwiSaver specialists
-
Booster is NZ owned and operated
-
Access to independent financial advice
-
mybooster app and online portal
-
Investing back into NZ
-
Investment and KiwiSaver specialists
-
Booster is NZ owned and operated
-
Restricts direct investments in 15 controversial activities
-
Certified Socially Responsible fund
-
Assessed on ESG factors
-
Access to independent financial advice
-
mybooster app and online portal
-
Investment and KiwiSaver specialists
-
Booster is NZ owned and operated
-
Access to independent financial advice
-
mybooster app and online portal
-
Investment and KiwiSaver specialists
-
Booster is NZ owned and operated
-
Restricts direct investments in 15 controversial activities
-
Certified Socially Responsible fund
-
Assessed on ESG factors
-
Access to independent financial advice
-
mybooster app and online portal
-
Investing back into NZ
-
Investment and KiwiSaver specialists
-
Booster is NZ owned and operated
-
Restricts direct investments in 15 controversial activities
-
Certified Socially Responsible fund
-
Assessed on ESG factors
-
Access to independent financial advice
-
mybooster app and online portal
-
Investment and KiwiSaver specialists
-
Booster is NZ owned and operated
-
Restricts direct investments in 15 controversial activities
-
Certified Socially Responsible fund
-
Assessed on ESG factors
-
Access to independent financial advice
-
mybooster app and online portal
-
Investment and KiwiSaver specialists
-
Booster is NZ owned and operated
Fund asset allocation
The fund obtains its property exposure by buying units in a separate wholesale property fund managed by Booster - the Private Land and Property Portfolio (Wholesale Fund) established under the Booster Investment Scheme.
| 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 seeks to invest in a diversified portfolio of investments in conjunction with a range of other specialist investors, across a range of different business sectors and stages of development to optimise the expected returns from early-stage investments.
| 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, 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: Fixed interest, shares, cash, and cash equivalents
Global: Fixed interest, property, Australian shares, global shares
We aim to achieve this through investing in high quality short term bank bills and other similar money market instruments.
| Fund asset allocation | Risk indicator |
|---|---|
0%Growth Assets 100%Income Assets |
2
|
Where would my money be invested in?
NZ: Cash and cash equivalents
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: Fixed interest, shares cash and cash equivalents
Global: Fixed interest, listed property, Australian shares, global shares
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: Fixed interest, shares, cash and cash equivalents
Global: Fixed interest, Listed property, Australian shares, global shares
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, cash and cash equivalents
Global: Property, Australian shares, global shares
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)
0.44% + PERFORMANCE FEE*
*(plus potential capital raising expenses. See PDS for details)
Annual fund charge (estimated total)
2.37%
Annual fund charge (estimated total)
0.44%
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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