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Invest Online

We know that investing is a journey of discovery. That's why we offer a range of different investment funds to choose from, no matter where you are on your investing journey. You don't need to be a big-time investor to join us. All you need is $1,000 to get started.

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Private Land and Property Fund

Booster Innovation Fund

Socially Responsible Moderate Fund

Enhanced Cash Portfolio

Socially Responsible Balanced Fund

Socially Responsible Growth Fund

Socially Responsible High Growth Fund

Recommended selected-arrow
Growth

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.

6.50%

Expected returns in any rolling 7 year period*

4yr+

Suggested timeframe

Moderate volatility
Anticipated ups and downs
Speedometer_Seven risks_RGB_3
Risk indicator
Higher returns
Potential return

Benefits with this fund

  • Speech Bubble_Digital_Green
  • Booster Phone_Digital_Green
  • Kiwi_KiwiSaver_Digital_Green
  • Bar Chart_Shares_Digital_Green
  • NZ_Digital_Green
Get this fund Know More
Benefits
  • Speech Bubble_Digital_Green Access to independent financial advice
  • Booster Phone_Digital_Green mybooster app and online portal
  • Kiwi_KiwiSaver_Digital_Green Investing back into NZ
  • Bar Chart_Shares_Digital_Green Investment and KiwiSaver specialists
  • NZ_Digital_Green 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

1.19%

Annual fund charge (estimated total)

Recommended selected-arrow
Growth

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.

Varied

Potential returns - variable due to wide range*

15yr+

Suggested timeframe

Chart arrows_RGB_Balanced
Anticipated ups and downs
Speedometer_Seven risks_RGB_7
Risk indicator
Dollar sign_RGB_3
Potential return

Benefits with this fund

  • Speech Bubble_Digital_Green
  • Booster Phone_Digital_Green
  • Kiwi_KiwiSaver_Digital_Green
  • Bar Chart_Shares_Digital_Green
  • NZ_Digital_Green
Get this fund Know More
Benefits
  • Speech Bubble_Digital_Green Access to independent financial advice
  • Booster Phone_Digital_Green mybooster app and online portal
  • Kiwi_KiwiSaver_Digital_Green Investing back into NZ
  • Bar Chart_Shares_Digital_Green Investment and KiwiSaver specialists
  • NZ_Digital_Green 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)

Recommended selected-arrow
Balanced

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. 

5.50%

Expected long term annual return*

3yr+

Suggested timeframe

High volatility
Anticipated ups and downs
Speedometer_Seven risks_RGB_4
Risk indicator
Medium returns
Potential return

Benefits with this fund

  • Exlcusion_CMYK_Blue
  • Award ribbon_CMYK_Blue
  • Scales_CMYK_Blue
  • Speech Bubble_Digital_Green
  • Booster Phone_Digital_Green
  • Bar Chart_Shares_Digital_Green
  • NZ_Digital_Green
Get this fund Know More
Benefits
  • Exlcusion_CMYK_Blue Restricts direct investments in 15 controversial activities
  • Award ribbon_CMYK_Blue Certified Socially Responsible fund
  • Scales_CMYK_Blue Assessed on ESG factors
  • Speech Bubble_Digital_Green Access to independent financial advice
  • Booster Phone_Digital_Green mybooster app and online portal
  • Bar Chart_Shares_Digital_Green Investment and KiwiSaver specialists
  • NZ_Digital_Green 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)

Recommended selected-arrow
Conservative

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.

4.97%

This rate is after fees but before tax.*

On-call

Suggested timeframe

Chart arrows_RGB_Conservative
Anticipated ups and downs
Speedometer_Seven risks_RGB_1
Risk indicator
Dollar sign_RGB_1
Potential return
Benefits
  • Speech Bubble_Digital_Green Access to independent financial advice
  • Booster Phone_Digital_Green mybooster app and online portal
  • Bar Chart_Shares_Digital_Green Investment and KiwiSaver specialists
  • NZ_Digital_Green 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

1

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)

Recommended selected-arrow
Balanced

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.

6.50%

Expected long term annual return*

5yr+

Suggested timeframe

High volatility
Anticipated ups and downs
Risk level 4
Risk indicator
Dollar sign_RGB_2
Potential return

Benefits with this fund

  • Exlcusion_CMYK_Blue
  • Award ribbon_CMYK_Blue
  • Scales_CMYK_Blue
  • Speech Bubble_Digital_Green
  • Booster Phone_Digital_Green
  • Kiwi_KiwiSaver_Digital_Green
  • Bar Chart_Shares_Digital_Green
  • NZ_Digital_Green
Get this fund Know More
Benefits
  • Exlcusion_CMYK_Blue Restricts direct investments in 15 controversial activities
  • Award ribbon_CMYK_Blue Certified Socially Responsible fund
  • Scales_CMYK_Blue Assessed on ESG factors
  • Speech Bubble_Digital_Green Access to independent financial advice
  • Booster Phone_Digital_Green mybooster app and online portal
  • Kiwi_KiwiSaver_Digital_Green Investing back into NZ
  • Bar Chart_Shares_Digital_Green Investment and KiwiSaver specialists
  • NZ_Digital_Green 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)

Recommended selected-arrow
Growth

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. 

6.90%

Expected long term annual return*

7yr+

Suggested timeframe

Chart arrows_RGB_Balanced
Anticipated ups and downs
Speedometer_Seven risks_RGB_5
Risk indicator
Dollar sign_RGB_3
Potential return

Benefits with this fund

  • Exlcusion_CMYK_Blue
  • Award ribbon_Digital_Blue
  • Scales_CMYK_Blue
  • Speech Bubble_Digital_Green
  • Booster Phone_Digital_Green
  • Bar Chart_Shares_Digital_Green
  • NZ_Digital_Green
Get this fund Know More
Benefits
  • Exlcusion_CMYK_Blue Restricts direct investments in 15 controversial activities
  • Award ribbon_Digital_Blue Certified Socially Responsible fund
  • Scales_CMYK_Blue Assessed on ESG factors
  • Speech Bubble_Digital_Green Access to independent financial advice
  • Booster Phone_Digital_Green mybooster app and online portal
  • Bar Chart_Shares_Digital_Green Investment and KiwiSaver specialists
  • NZ_Digital_Green 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

2.95%

Annual fund charge (estimated total)

Recommended selected-arrow
Growth

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.

7.80%

Expected long term annual return*

10yr+

Suggested timeframe

Chart arrows_RGB_Balanced
Anticipated ups and downs
Speedometer_Seven risks_RGB_5
Risk indicator
Dollar sign_RGB_3
Potential return

Benefits with this fund

  • Exlcusion_CMYK_Blue
  • Award ribbon_CMYK_Blue
  • Scales_CMYK_Blue
  • Speech Bubble_Digital_Green
  • Booster Phone_Digital_Green
  • Bar Chart_Shares_Digital_Green
  • NZ_Digital_Green
Get this fund Know More
Benefits
  • Exlcusion_CMYK_Blue Restricts direct investments in 15 controversial activities
  • Award ribbon_CMYK_Blue Certified Socially Responsible fund
  • Scales_CMYK_Blue Assessed on ESG factors
  • Speech Bubble_Digital_Green Access to independent financial advice
  • Booster Phone_Digital_Green mybooster app and online portal
  • Bar Chart_Shares_Digital_Green Investment and KiwiSaver specialists
  • NZ_Digital_Green 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

3.02%

Annual fund charge (estimated total)

Benefits
Fund benefits Booster benefits
  • Speech Bubble_Digital_Green Access to independent financial advice
  • Booster Phone_Digital_Green mybooster app and online portal
  • Kiwi_KiwiSaver_Digital_Green Investing back into NZ
  • Bar Chart_Shares_Digital_Green Investment and KiwiSaver specialists
  • NZ_Digital_Green Booster is NZ owned and operated
  • Speech Bubble_Digital_Green Access to independent financial advice
  • Booster Phone_Digital_Green mybooster app and online portal
  • Kiwi_KiwiSaver_Digital_Green Investing back into NZ
  • Bar Chart_Shares_Digital_Green Investment and KiwiSaver specialists
  • NZ_Digital_Green Booster is NZ owned and operated
  • Exlcusion_CMYK_Blue Restricts direct investments in 15 controversial activities
  • Award ribbon_CMYK_Blue Certified Socially Responsible fund
  • Scales_CMYK_Blue Assessed on ESG factors
  • Speech Bubble_Digital_Green Access to independent financial advice
  • Booster Phone_Digital_Green mybooster app and online portal
  • Bar Chart_Shares_Digital_Green Investment and KiwiSaver specialists
  • NZ_Digital_Green Booster is NZ owned and operated
  • Speech Bubble_Digital_Green Access to independent financial advice
  • Booster Phone_Digital_Green mybooster app and online portal
  • Bar Chart_Shares_Digital_Green Investment and KiwiSaver specialists
  • NZ_Digital_Green Booster is NZ owned and operated
  • Exlcusion_CMYK_Blue Restricts direct investments in 15 controversial activities
  • Award ribbon_CMYK_Blue Certified Socially Responsible fund
  • Scales_CMYK_Blue Assessed on ESG factors
  • Speech Bubble_Digital_Green Access to independent financial advice
  • Booster Phone_Digital_Green mybooster app and online portal
  • Kiwi_KiwiSaver_Digital_Green Investing back into NZ
  • Bar Chart_Shares_Digital_Green Investment and KiwiSaver specialists
  • NZ_Digital_Green Booster is NZ owned and operated
  • Exlcusion_CMYK_Blue Restricts direct investments in 15 controversial activities
  • Award ribbon_Digital_Blue Certified Socially Responsible fund
  • Scales_CMYK_Blue Assessed on ESG factors
  • Speech Bubble_Digital_Green Access to independent financial advice
  • Booster Phone_Digital_Green mybooster app and online portal
  • Bar Chart_Shares_Digital_Green Investment and KiwiSaver specialists
  • NZ_Digital_Green Booster is NZ owned and operated
  • Exlcusion_CMYK_Blue Restricts direct investments in 15 controversial activities
  • Award ribbon_CMYK_Blue Certified Socially Responsible fund
  • Scales_CMYK_Blue Assessed on ESG factors
  • Speech Bubble_Digital_Green Access to independent financial advice
  • Booster Phone_Digital_Green mybooster app and online portal
  • Bar Chart_Shares_Digital_Green Investment and KiwiSaver specialists
  • NZ_Digital_Green 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

1

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

1.19%

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)

2.95%

Annual fund charge (estimated total)

3.02%

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.

KiwiSaver fund selector

1 2 3 4
What’s your next goal for your KiwiSaver savings?
When do you plan to make a significant lump sum withdrawal for this goal?
Suppose you had $20,000 in your KiwiSaver account. How much could the value of your account go down by in a year before you started to feel really uncomfortable?
Should we suggest a socially responsible investment fund to match your goals? This will only display if one is available.
Investing is a long-term plan. Generally, if you have a longer investment timeframe, you may be able to take on more risk than you realise. Based on your answers, you might benefit from speaking with a financial advice provider to work out the right fund for your savings goals. Give us a call on 0800 336 338 and we’ll help you with that. Suggest a Fund for Me
Growth

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.

6.50%

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

4yr+

Suggested investment timeframe

Moderate volatility
Anticipated ups and downs
Speedometer_Seven risks_RGB_3
Risk indicator
Higher returns
Potential return

Benefits with this fund

  • Speech Bubble_Digital_Green
  • Booster Phone_Digital_Green
  • Kiwi_KiwiSaver_Digital_Green
  • Bar Chart_Shares_Digital_Green
  • NZ_Digital_Green
Get this fund
Growth

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.

Varied

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

15yr+

Suggested investment timeframe

Chart arrows_RGB_Balanced
Anticipated ups and downs
Speedometer_Seven risks_RGB_7
Risk indicator
Dollar sign_RGB_3
Potential return

Benefits with this fund

  • Speech Bubble_Digital_Green
  • Booster Phone_Digital_Green
  • Kiwi_KiwiSaver_Digital_Green
  • Bar Chart_Shares_Digital_Green
  • NZ_Digital_Green
Get this fund
Balanced

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. 

5.50%

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

3yr+

Suggested investment timeframe

High volatility
Anticipated ups and downs
Speedometer_Seven risks_RGB_4
Risk indicator
Medium returns
Potential return

Benefits with this fund

  • Exlcusion_CMYK_Blue
  • Award ribbon_CMYK_Blue
  • Scales_CMYK_Blue
  • Speech Bubble_Digital_Green
  • Booster Phone_Digital_Green
  • Bar Chart_Shares_Digital_Green
  • NZ_Digital_Green
Get this fund
Conservative

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.

4.97%

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

On-call

Suggested investment timeframe

Chart arrows_RGB_Conservative
Anticipated ups and downs
Speedometer_Seven risks_RGB_1
Risk indicator
Dollar sign_RGB_1
Potential return

Benefits with this fund

  • Speech Bubble_Digital_Green
  • Booster Phone_Digital_Green
  • Bar Chart_Shares_Digital_Green
  • NZ_Digital_Green
Fund closed to new investment
Balanced

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.

6.50%

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

5yr+

Suggested investment timeframe

High volatility
Anticipated ups and downs
Risk level 4
Risk indicator
Dollar sign_RGB_2
Potential return

Benefits with this fund

  • Exlcusion_CMYK_Blue
  • Award ribbon_CMYK_Blue
  • Scales_CMYK_Blue
  • Speech Bubble_Digital_Green
  • Booster Phone_Digital_Green
  • Kiwi_KiwiSaver_Digital_Green
  • Bar Chart_Shares_Digital_Green
  • NZ_Digital_Green
Get this fund
Growth

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. 

6.90%

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

7yr+

Suggested investment timeframe

Chart arrows_RGB_Balanced
Anticipated ups and downs
Speedometer_Seven risks_RGB_5
Risk indicator
Dollar sign_RGB_3
Potential return

Benefits with this fund

  • Exlcusion_CMYK_Blue
  • Award ribbon_Digital_Blue
  • Scales_CMYK_Blue
  • Speech Bubble_Digital_Green
  • Booster Phone_Digital_Green
  • Bar Chart_Shares_Digital_Green
  • NZ_Digital_Green
Get this fund
Growth

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.

7.80%

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

10yr+

Suggested investment timeframe

Chart arrows_RGB_Balanced
Anticipated ups and downs
Speedometer_Seven risks_RGB_5
Risk indicator
Dollar sign_RGB_3
Potential return

Benefits with this fund

  • Exlcusion_CMYK_Blue
  • Award ribbon_CMYK_Blue
  • Scales_CMYK_Blue
  • Speech Bubble_Digital_Green
  • Booster Phone_Digital_Green
  • Bar Chart_Shares_Digital_Green
  • NZ_Digital_Green
Get this fund
Benefits
  • Speech Bubble_Digital_Green Access to independent financial advice
  • Booster Phone_Digital_Green mybooster app and online portal
  • Kiwi_KiwiSaver_Digital_Green Investing back into NZ
  • Bar Chart_Shares_Digital_Green Investment and KiwiSaver specialists
  • NZ_Digital_Green Booster is NZ owned and operated
  • Speech Bubble_Digital_Green Access to independent financial advice
  • Booster Phone_Digital_Green mybooster app and online portal
  • Kiwi_KiwiSaver_Digital_Green Investing back into NZ
  • Bar Chart_Shares_Digital_Green Investment and KiwiSaver specialists
  • NZ_Digital_Green Booster is NZ owned and operated
  • Exlcusion_CMYK_Blue Restricts direct investments in 15 controversial activities
  • Award ribbon_CMYK_Blue Certified Socially Responsible fund
  • Scales_CMYK_Blue Assessed on ESG factors
  • Speech Bubble_Digital_Green Access to independent financial advice
  • Booster Phone_Digital_Green mybooster app and online portal
  • Bar Chart_Shares_Digital_Green Investment and KiwiSaver specialists
  • NZ_Digital_Green Booster is NZ owned and operated
  • Speech Bubble_Digital_Green Access to independent financial advice
  • Booster Phone_Digital_Green mybooster app and online portal
  • Bar Chart_Shares_Digital_Green Investment and KiwiSaver specialists
  • NZ_Digital_Green Booster is NZ owned and operated
  • Exlcusion_CMYK_Blue Restricts direct investments in 15 controversial activities
  • Award ribbon_CMYK_Blue Certified Socially Responsible fund
  • Scales_CMYK_Blue Assessed on ESG factors
  • Speech Bubble_Digital_Green Access to independent financial advice
  • Booster Phone_Digital_Green mybooster app and online portal
  • Kiwi_KiwiSaver_Digital_Green Investing back into NZ
  • Bar Chart_Shares_Digital_Green Investment and KiwiSaver specialists
  • NZ_Digital_Green Booster is NZ owned and operated
  • Exlcusion_CMYK_Blue Restricts direct investments in 15 controversial activities
  • Award ribbon_Digital_Blue Certified Socially Responsible fund
  • Scales_CMYK_Blue Assessed on ESG factors
  • Speech Bubble_Digital_Green Access to independent financial advice
  • Booster Phone_Digital_Green mybooster app and online portal
  • Bar Chart_Shares_Digital_Green Investment and KiwiSaver specialists
  • NZ_Digital_Green Booster is NZ owned and operated
  • Exlcusion_CMYK_Blue Restricts direct investments in 15 controversial activities
  • Award ribbon_CMYK_Blue Certified Socially Responsible fund
  • Scales_CMYK_Blue Assessed on ESG factors
  • Speech Bubble_Digital_Green Access to independent financial advice
  • Booster Phone_Digital_Green mybooster app and online portal
  • Bar Chart_Shares_Digital_Green Investment and KiwiSaver specialists
  • NZ_Digital_Green 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

1

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

1.19%

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)

2.95%

Annual fund charge (estimated total)

3.02%

Annual fund charge (estimated total)

Why Invest with Booster?

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