Defensive Fund
Suitable for you if: You’re planning to withdraw your investment in 3 plus years and looking for relatively consistent but modest returns, with some capital gains over the long term.
Expected long term annual return (after fees, before tax)*
Suggested investment timeframe
Quality benefits
-
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Access to independent financial advice
-
mybooster app and online portal
-
/Bar%20Chart_Shares_Digital_Green.svg)
Investment and KiwiSaver specialists
-
/NZ_Digital_Green.svg)
Booster is NZ owned and operated
Strategy, allocation and risk level
We aim to achieve this by investing primarily in income assets, while including some growth assets.
| Fund asset allocation | Risk indicator |
|---|---|
25%Growth Assets 75%Income Assets |
3
|
Annual fund charge (estimated total)
Two types of charges apply:
-
General member fee: $3 per month
-
Management, trustee services, custody, unit pricing and other costs incurred by the scheme such as brokerage and audit fees: Percentage based.
2.02%
Annual fund charge (estimated total)
Moderate Fund
Suitable for you if: You’re planning to withdraw your investment in 3 plus years and looking for relatively consistent but modest returns, with some capital gains over the long term.
Expected long term annual return (after fees, before tax)*
Suggested investment timeframe
Quality benefits
-
Access to independent financial advice
-
mybooster app and online portal
-
/Kiwi_KiwiSaver_Digital_Green.svg)
Investing back into NZ
-
Investment and KiwiSaver specialists
-
Booster is NZ owned and operated
Strategy, allocation and risk level
We aim to achieve this by investing mainly in income assets, while including a moderate allocation of growth assets.
| Fund asset allocation | Risk indicator |
|---|---|
40%Growth Assets 60%Income Assets |
4
|
Annual fund charge (estimated total)
Two types of charges apply:
-
General member fee: $3 per month
-
Management, trustee services, custody, unit pricing and other costs incurred by the scheme such as brokerage and audit fees: Percentage based.
2.40%
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 (after fees, before tax)*
Suggested investment timeframe
Quality benefits
-
Restricts direct investments in 15 controversial activities
-
Certified socially responsible fund
-
Assessed on ESG factors
-
Access to independent financial advice
-
mybooster
-
Investment and KiwiSaver specialists
-
Booster is NZ owned and operated
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 |
|---|---|
35%Growth Assets 65%Income Assets |
3
|
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 member fee: $3 per month
-
Management, trustee services, custody, unit pricing and other costs incurred by the scheme such as brokerage and audit fees: Percentage based.
2.39%
Annual fund charge (estimated total)
* Further details on excluded investments can be accessed by following the link in the "Socially responsible investing" section of our Approach to Responsible Investing policy.
Income Securities Portfolio
Suitable for you if: You’re planning to withdraw your investment on-call. It provides both Call Class and Term Class Series options, investing predominantly through a diversified range of short to medium term higher yielding income assets, in New Zealand or overseas.
Current posted rate – call class (after fees, before tax)*
Suggested investment timeframe
Quality benefits
-
Access to independent financial advice
-
mybooster app and online portal
-
Investment and KiwiSaver specialists
-
Booster is NZ owned and operated
Strategy, allocation and risk level
We aim to achieve this by investing predominantly through a diversified range of short to medium term higher yielding income assets, in New Zealand or overseas.
| Fund asset allocation | Risk indicator |
|---|---|
0%Growth Assets 100%Income Assets |
1
|
Where would my money be invested in?
NZ: Fixed interest, cash and cash equivalents
Annual fund charge (estimated total)
Two types of charges apply:
-
General member fee: $3 per month
-
Management, trustee services, custody, unit pricing and other costs incurred by the scheme such as brokerage and audit fees: Percentage based.
0.80%
Annual fund charge (estimated total)
Corporate Bond Fund
Suitable for you if: You’re planning to withdraw your investment within 2years and would be unhappy with any drop in value.
Expected long term annual return (after fees, before tax)*
Suggested investment timeframe
Quality benefits
-
Access to independent financial advice
-
mybooster app and online portal
-
Investment and KiwiSaver specialists
-
Booster is NZ owned and operated
Strategy, allocation and risk level
We aim to achieve this by investing entirely in income assets, such as corporate bonds or other Fixed Interest securities issued by New Zealand and Global companies.
| Fund asset allocation | Risk indicator |
|---|---|
0%Growth Assets 100%Income Assets |
3
|
Where would my money be invested in?
NZ: Fixed interest, cash and cash equivalents
Global: Fixed interest
Annual fund charge (estimated total)
Two types of charges apply:
-
General member fee: $3 per month
-
Management, trustee services, custody, unit pricing and other costs incurred by the scheme such as brokerage and audit fees: Percentage based.
0.84%
Annual fund charge (estimated total)
Income 18 Fund
Suitable for you if: You’re planning to withdraw your investment in 3 plus years. Generally, there will be small movements up and down in the value of the fund.
Expected long term annual return (after fees, before tax)*
Suggested investment timeframe
Quality benefits
-
Access to independent financial advice
-
mybooster
-
Investment and KiwiSaver specialists
-
Booster is NZ owned and operated
Strategy, allocation and risk level
We aim to achieve this by investing primarily in income assets (with a focus on corporate credit), while including some relatively high dividend-paying growth assets, predominantly listed or issued in New Zealand.
| Fund asset allocation | Risk indicator |
|---|---|
18%Growth Assets 82%Income Assets |
3
|
Where would my money be invested in?
NZ: Fixed interest, cash and cash equivalents
Global: Fixed interest, Australian shares, Corporate bonds
Annual fund charge (estimated total)
Two types of charges apply:
-
General member fee: $3 per month
-
Management, trustee services, custody, unit pricing and other costs incurred by the scheme such as brokerage and audit fees: Percentage based.
1.04%
Annual fund charge (estimated total)
Income 28 Fund
Suitable for you if: You’re planning to withdraw your investment in 4 plus years. As a moderate risk portfolio that sits well beside other separately held fixed interest investments.
Expected long term annual return (after fees, before tax)*
Suggested investment timeframe
Quality benefits
-
Access to independent financial advice
-
mybooster
-
Investment and KiwiSaver specialists
-
Booster is NZ owned and operated
Strategy, allocation and risk level
We aim to achieve this by investing mainly in income assets (with a focus on corporate credit), while including some relatively high dividend-paying growth assets, predominantly listed or issued in New Zealand.
| Fund asset allocation | Risk indicator |
|---|---|
28%Growth Assets 72%Income Assets |
4
|
Where would my money be invested in?
NZ: Fixed Interest, cash and cash equivalents
Global: Corporate bonds Fixed interest, Australian shares
Annual fund charge (estimated total)
Two types of charges apply:
-
General member fee: $3 per month
-
Management, trustee services, custody, unit pricing and other costs incurred by the scheme such as brokerage and audit fees: Percentage based.
1.04%
Annual fund charge (estimated total)
Balanced Fund
Suitable for you if: You’re planning to withdraw your investment in 5 plus years. It aims to provide an enhanced return over the long term through capital gains. There will be some movements up and down in the value of the fund.
Expected long term annual return (after fees, before tax)*
Suggested investment timeframe
Quality 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
Strategy, allocation and risk level
We aim to achieve this by investing in a mix of income and growth assets.
Annual fund charge (estimated total)
Two types of charges apply:
-
General member fee: $3 per month
-
Management, trustee services, custody, unit pricing and other costs incurred by the scheme such as brokerage and audit fees: Percentage based.
2.80%
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 (after fees, before tax)*
Suggested investment timeframe
Quality 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
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 |
|---|---|
55%Growth Assets 45%Income Assets |
4
|
Where would my money be invested in?
NZ: Fixed interest, and cash equivalents
Global: Fixed interest, listed property, Australian shares, global shares
Annual fund charge (estimated total)
Two types of charges apply:
-
General member fee: $3 per month
-
Management, trustee services, custody, unit pricing and other costs incurred by the scheme such as brokerage and audit fees: Percentage based.
2.80%
Annual fund charge (estimated total)
* Further details on excluded investments can be accessed by following the link in the "Socially responsible investing" section of our Approach to Responsible Investing policy.
Income 50 Fund
Suitable for you if: You’re planning to withdraw your investment in 5 plus years. It is suited to investors looking for a medium level of risk and are willing to accept a medium level of returns.
Expected long term annual return (after fees, before tax)*
Suggested investment timeframe
Quality benefits
-
Access to independent financial advice
-
mybooster app and online portal
-
Investment and KiwiSaver specialists
-
Booster is NZ owned and operated
Strategy, allocation and risk level
We aim to achieve this by investing in a mix of income assets (with a focus on corporate credit) and relatively high dividend-paying growth assets, predominantly listed or issued in New Zealand.
| Fund asset allocation | Risk indicator |
|---|---|
50%Growth Assets 50%Income Assets |
4
|
Where would my money be invested in?
NZ: Fixed Interest, Cash and cash equivalents
Global: Australian shares, International fixed interest
Annual fund charge (estimated total)
Two types of charges apply:
-
General member fee: $3 per month
-
Management, trustee services, custody, unit pricing and other costs incurred by the scheme such as brokerage and audit fees: Percentage based.
1.04%
Annual fund charge (estimated total)
Growth Fund
Suitable for you if: You’re planning to withdraw your investment in 7 plus years. It is suited to investors who are comfortable with a medium to high level of risk in order to potentially achieve a relatively higher level of returns.
Expected long term annual return (after fees, before tax)*
Suggested investment timeframe
Quality 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
Strategy, allocation and risk level
We aim to achieve this by investing predominantly in growth assets, with little or no allocation to income assets.
Annual fund charge (estimated total)
Two types of charges apply:
-
General member fee: $3 per month
-
Management, trustee services, custody, unit pricing and other costs incurred by the scheme such as brokerage and audit fees: Percentage based.
3.01%
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 (after fees, before tax)*
Suggested investment timeframe
Quality benefits
-
Restricts direct investments in 15 controversial activities
-
Access to independent financial advice
-
mybooster app and online portal
-
Investing back into NZ
-
Investment and KiwiSaver specialists
-
Booster is NZ owned and operated
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 |
|---|---|
75%Growth Assets 25%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 member fee: $3 per month
-
Management, trustee services, custody, unit pricing and other costs incurred by the scheme such as brokerage and audit fees: Percentage based.
3.03%
Annual fund charge (estimated total)
*Further details on excluded investments can be accessed by following the link in the "Socially responsible investing" section of our Approach to Responsible Investing policy.
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
Quality benefits
-
Restricts direct investments in 15 controversial activities
-
Certified socially responsible fund
-
Assessed on ESG factors
-
Access to independent financial advice
-
mybooster
-
Investing back into NZ
-
Investment and KiwiSaver specialists
-
Booster is NZ owned and operated
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, cash and cash equivalents
Global: Property, Australian shares, global shares
Annual fund charge (estimated total)
Two types of charges apply:
-
General member fee: $3 per month
-
Management, trustee services, custody, unit pricing and other costs incurred by the scheme such as brokerage and audit fees: Percentage based.
3.09%
Annual fund charge (estimated total)
* Further details on excluded investments can be accessed by following the link in the "Socially responsible investing" section of our Approach to Responsible Investing policy.
Shielded Growth Fund
Suitable for you if: You’re planning to withdraw your investment in 7 plus years. It is suited to investors who are comfortable with a medium to high level of risk in order to potentially achieve a relatively higher return and are willing to forgo some return due to the cost of the options strategy investments.
Expected long term annual return (after fees, before tax)*
Suggested investment timeframe
Quality 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
Strategy, allocation and risk level
We aim to achieve this by investing predominantly in growth assets, with little or no allocation to income assets, The strategy will typically involve, but is not limited to, holding put options which provide protection on around 30% of fund losses above a 10% fall in global share markets. The level of protection will typically vary between 20% and 50% of the fund, depending on the Manager’s view of a range of factors such as cost, market volatility and risk.
Annual fund charge (estimated total)
Two types of charges apply:
-
General member fee: $3 per month
-
Management, trustee services, custody, unit pricing and other costs incurred by the scheme such as brokerage and audit fees: Percentage based.
3.03%
Annual fund charge (estimated total)
High Growth Fund
Suitable for you if: You’re planning to withdraw your investment in 10 plus years. It is suited to investors who are comfortable with a high level of risk in order to potentially achieve higher returns.
Expected long term annual return (after fees, before tax)*
Suggested investment timeframe
Quality 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
Strategy, allocation and risk level
We aim to achieve this by investing predominantly in growth assets, with little or no allocation to income assets.
Annual fund charge (estimated total)
Two types of charges apply:
-
General member fee: $3 per month
-
Management, trustee services, custody, unit pricing and other costs incurred by the scheme such as brokerage and audit fees: Percentage based.
3.07%
Annual fund charge (estimated total)
Income 99 Fund
Suitable for you if: You’re planning to withdraw your investment in 10 plus years. It is suited to investors who are comfortable with a high level of risk in order to potentially achieve higher returns.
Expected long term annual return (after fees, before tax)*
Suggested investment timeframe
Quality benefits
-
Access to independent financial advice
-
mybooster
-
Investment and KiwiSaver specialists
-
Booster is NZ owned and operated
Strategy, allocation and risk level
We aim to achieve this by investing predominantly in relatively high dividend-paying growth assets, predominantly listed or issued in New Zealand.
Annual fund charge (estimated total)
Two types of charges apply:
-
General member fee: $3 per month
-
Management, trustee services, custody, unit pricing and other costs incurred by the scheme such as brokerage and audit fees: Percentage based.
1.04%
Annual fund charge (estimated total)
Booster Innovation Fund
Suitable for you if: You’re planning to withdraw your investment in 15 plus years. 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.
This is a unique fund. The potential returns are difficult to predict and are likely to cover a wide range.
Suggested investment timeframe
Quality benefits
-
Access to independent financial advice
-
mybooster
-
Investment and KiwiSaver specialists
-
Booster is NZ owned and operated
Strategy, allocation and risk level
The Fund seeks to invest in a diversified portfolio of early-stage co 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 member fee: $3 per month
-
Management, trustee services, custody, unit pricing and other costs incurred by the scheme such as brokerage and audit fees: Percentage based.
0.34% + performance fee*
*(plus potential capital raising expenses. See PDS for details)
Annual fund charge (estimated total)
Quality benefits
-
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
-
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
-
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
-
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
-
Investment and KiwiSaver specialists
-
Booster is NZ owned and operated
-
Access to independent financial advice
-
mybooster
-
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
-
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
-
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
-
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
-
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
-
Investment and KiwiSaver specialists
-
Booster is NZ owned and operated
-
Access to independent financial advice
-
mybooster
-
Investment and KiwiSaver specialists
-
Booster is NZ owned and operated
Strategy, allocation and risk level
Annual fund charge (estimated total)
Two types of charges apply:
-
General member fee: $3 per month
-
Management, trustee services, custody, unit pricing and other costs incurred by the scheme such as brokerage and audit fees: Percentage based.
*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.
Defensive Fund
Suitable for you if: You’re planning to withdraw your investment in 3 plus years and looking for relatively consistent but modest returns, with some capital gains over the long term.
Expected long term annual return (after fees, before tax)
Suggested investment timeframe
Moderate Fund
Suitable for you if: You’re planning to withdraw your investment in 3 plus years and looking for relatively consistent but modest returns, with some capital gains over the long term.
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
Income Securities Portfolio
Suitable for you if: You’re planning to withdraw your investment on-call. It provides both Call Class and Term Class Series options, investing predominantly through a diversified range of short to medium term higher yielding income assets, in New Zealand or overseas.
Expected long term annual return (after fees, before tax)
Suggested investment timeframe
Corporate Bond Fund
Suitable for you if: You’re planning to withdraw your investment within 2years and would be unhappy with any drop in value.
Expected long term annual return (after fees, before tax)
Suggested investment timeframe
Income 18 Fund
Suitable for you if: You’re planning to withdraw your investment in 3 plus years. Generally, there will be small movements up and down in the value of the fund.
Expected long term annual return (after fees, before tax)
Suggested investment timeframe
Income 28 Fund
Suitable for you if: You’re planning to withdraw your investment in 4 plus years. As a moderate risk portfolio that sits well beside other separately held fixed interest investments.
Expected long term annual return (after fees, before tax)
Suggested investment timeframe
Balanced Fund
Suitable for you if: You’re planning to withdraw your investment in 5 plus years. It aims to provide an enhanced return over the long term through capital gains. There will be some movements up and down in the value of the fund.
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
Income 50 Fund
Suitable for you if: You’re planning to withdraw your investment in 5 plus years. It is suited to investors looking for a medium level of risk and are willing to accept a medium level of returns.
Expected long term annual return (after fees, before tax)
Suggested investment timeframe
Growth Fund
Suitable for you if: You’re planning to withdraw your investment in 7 plus years. It is suited to investors who are comfortable with a medium to high level of risk in order to potentially achieve a relatively higher level of returns.
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
Shielded Growth Fund
Suitable for you if: You’re planning to withdraw your investment in 7 plus years. It is suited to investors who are comfortable with a medium to high level of risk in order to potentially achieve a relatively higher return and are willing to forgo some return due to the cost of the options strategy investments.
Expected long term annual return (after fees, before tax)
Suggested investment timeframe
High Growth Fund
Suitable for you if: You’re planning to withdraw your investment in 10 plus years. It is suited to investors who are comfortable with a high level of risk in order to potentially achieve higher returns.
Expected long term annual return (after fees, before tax)
Suggested investment timeframe
Income 99 Fund
Suitable for you if: You’re planning to withdraw your investment in 10 plus years. It is suited to investors who are comfortable with a high level of risk in order to potentially achieve higher returns.
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 plus years. 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
Quality benefits
-
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
-
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
-
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
-
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
-
Investment and KiwiSaver specialists
-
Booster is NZ owned and operated
-
Access to independent financial advice
-
mybooster
-
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
-
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
-
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
-
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
-
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
-
Investment and KiwiSaver specialists
-
Booster is NZ owned and operated
-
Access to independent financial advice
-
mybooster
-
Investment and KiwiSaver specialists
-
Booster is NZ owned and operated
Strategy, allocation and risk level
We aim to achieve this by investing primarily in income assets, while including some growth assets.
| Fund asset allocation | Risk indicator |
|---|---|
25%Growth Assets 75%Income Assets |
3
|
We aim to achieve this by investing mainly in income assets, while including a moderate allocation of growth assets.
| Fund asset allocation | Risk indicator |
|---|---|
40%Growth Assets 60%Income Assets |
4
|
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 |
|---|---|
35%Growth Assets 65%Income Assets |
3
|
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 by investing predominantly through a diversified range of short to medium term higher yielding income assets, in New Zealand or overseas.
| Fund asset allocation | Risk indicator |
|---|---|
0%Growth Assets 100%Income Assets |
1
|
Where would my money be invested in?
NZ: Fixed interest, cash and cash equivalents
We aim to achieve this by investing entirely in income assets, such as corporate bonds or other Fixed Interest securities issued by New Zealand and Global companies.
| Fund asset allocation | Risk indicator |
|---|---|
0%Growth Assets 100%Income Assets |
3
|
Where would my money be invested in?
NZ: Fixed interest, cash and cash equivalents
Global: Fixed interest
We aim to achieve this by investing primarily in income assets (with a focus on corporate credit), while including some relatively high dividend-paying growth assets, predominantly listed or issued in New Zealand.
| Fund asset allocation | Risk indicator |
|---|---|
18%Growth Assets 82%Income Assets |
3
|
Where would my money be invested in?
NZ: Fixed interest, cash and cash equivalents
Global: Fixed interest, Australian shares, Corporate bonds
We aim to achieve this by investing mainly in income assets (with a focus on corporate credit), while including some relatively high dividend-paying growth assets, predominantly listed or issued in New Zealand.
| Fund asset allocation | Risk indicator |
|---|---|
28%Growth Assets 72%Income Assets |
4
|
Where would my money be invested in?
NZ: Fixed Interest, cash and cash equivalents
Global: Corporate bonds Fixed interest, Australian shares
We aim to achieve this by investing in a mix of income and growth assets.
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 |
|---|---|
55%Growth Assets 45%Income Assets |
4
|
Where would my money be invested in?
NZ: Fixed interest, and cash equivalents
Global: Fixed interest, listed property, Australian shares, global shares
We aim to achieve this by investing in a mix of income assets (with a focus on corporate credit) and relatively high dividend-paying growth assets, predominantly listed or issued in New Zealand.
| Fund asset allocation | Risk indicator |
|---|---|
50%Growth Assets 50%Income Assets |
4
|
Where would my money be invested in?
NZ: Fixed Interest, Cash and cash equivalents
Global: Australian shares, International fixed interest
We aim to achieve this by investing predominantly in growth assets, with little or no allocation to income assets.
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 |
|---|---|
75%Growth Assets 25%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
We aim to achieve this by investing predominantly in growth assets, with little or no allocation to income assets, The strategy will typically involve, but is not limited to, holding put options which provide protection on around 30% of fund losses above a 10% fall in global share markets. The level of protection will typically vary between 20% and 50% of the fund, depending on the Manager’s view of a range of factors such as cost, market volatility and risk.
We aim to achieve this by investing predominantly in growth assets, with little or no allocation to income assets.
We aim to achieve this by investing predominantly in relatively high dividend-paying growth assets, predominantly listed or issued in New Zealand.
The Fund seeks to invest in a diversified portfolio of early-stage co 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 member fee: $3 per month
-
Management, trustee services, custody, unit pricing and other costs incurred by the scheme such as brokerage and audit fees: Percentage based.
2.02%
Annual fund charge (estimated total)
2.40%
Annual fund charge (estimated total)
2.39%
Annual fund charge (estimated total)
* Further details on excluded investments can be accessed by following the link in the "Socially responsible investing" section of our Approach to Responsible Investing policy.
0.80%
Annual fund charge (estimated total)
0.84%
Annual fund charge (estimated total)
1.04%
Annual fund charge (estimated total)
1.04%
Annual fund charge (estimated total)
2.80%
Annual fund charge (estimated total)
2.80%
Annual fund charge (estimated total)
* Further details on excluded investments can be accessed by following the link in the "Socially responsible investing" section of our Approach to Responsible Investing policy.
1.04%
Annual fund charge (estimated total)
3.01%
Annual fund charge (estimated total)
3.03%
Annual fund charge (estimated total)
*Further details on excluded investments can be accessed by following the link in the "Socially responsible investing" section of our Approach to Responsible Investing policy.
3.09%
Annual fund charge (estimated total)
* Further details on excluded investments can be accessed by following the link in the "Socially responsible investing" section of our Approach to Responsible Investing policy.
3.03%
Annual fund charge (estimated total)
3.07%
Annual fund charge (estimated total)
1.04%
Annual fund charge (estimated total)
0.34% + performance fee*
*(plus potential capital raising expenses. See PDS for details)
Annual fund charge (estimated total)