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Invest via Adviser

Prefer to have an adviser take a broader look at your finances, set your investment plan and help you manage it? Our investment funds offer you a comprehensive range of different investment options to suit your investment goals and objectives. These funds are offered through approved Booster advisers.

booster-invest-via-adviser-unsolved-rubiks-cube-new-zealand

view as

Defensive Fund

Moderate Fund

Socially Responsible Moderate Fund

Income Securities Portfolio

Corporate Bond Fund

Income 18 Fund

Income 28 Fund

Balanced Fund

Socially Responsible Balanced Fund

Income 50 Fund

Growth Fund

Socially Responsible Growth Fund

Socially Responsible High Growth Fund

Shielded Growth Fund

High Growth Fund

Income 99 Fund

Booster Innovation Fund

Recommended selected-arrow
Conservative

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.

4.80%

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

3yr+

Suggested investment timeframe

Chart arrows_RGB_Conservative
Anticipated ups and downs
Speedometer_Seven risks_RGB_3
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
Adviser request Know More
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
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

Where would my money be invested in?

NZ: Shares (including Tahi and BIF), Property (including PLPF),  Fixed Interest, Cash, Term Deposits, Bonds

Global: Corporate bonds, 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.

2.03%

Annual fund charge (estimated total)

Recommended selected-arrow
Conservative

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.

5.20%

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

3yr+

Suggested investment timeframe

Chart arrows_RGB_Conservative
Anticipated ups and downs
Speedometer_Seven risks_RGB_4
Risk indicator
Dollar sign_RGB_1
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
Adviser request 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
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

Where would my money be invested in?

NZ: Shares (including Tahi and BIF), Property (including PLPF),  Fixed Interest, Cash, Term Deposits, Bonds

Global: Corporate bonds, 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.

2.40%

Annual fund charge (estimated total)

Recommended selected-arrow
Conservative

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)*

4yr+

Suggested investment timeframe

Chart arrows_RGB_Conservative
Anticipated ups and downs
Speedometer_Seven risks_RGB_3
Risk indicator
Dollar sign_RGB_1
Potential return

Benefits with this fund

  • Exclusion_Digital_Blue
  • Award ribbon_Digital_Blue
  • Scale_Digital_Blue
  • Speech Bubble_Digital_Green
  • Booster Phone_Digital_Green
  • Bar Chart_Shares_Digital_Green
  • NZ_Digital_Green
Adviser request Know More
Benefits
  • Exclusion_Digital_Blue Restricts direct investments in 15 controversial activities
  • Award ribbon_Digital_Blue Certified socially responsible fund
  • Scale_Digital_Blue Assessed on ESG factors
  • Speech Bubble_Digital_Green Access to independent financial advice
  • Booster Phone_Digital_Green mybooster
  • Bar Chart_Shares_Digital_Green Investment and KiwiSaver specialists
  • NZ_Digital_Green 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
40%

Growth Assets

60%

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.

2.37%

Annual fund charge (estimated total)

Recommended selected-arrow
Conservative

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.

4.50%

Current posted rate – call class (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
Adviser request Know More
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
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)

Recommended selected-arrow
Conservative

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.

6.0%

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

2yr+

Suggested investment timeframe

Chart arrows_RGB_Conservative
Anticipated ups and downs
Speedometer_Seven risks_RGB_3
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
Adviser request Know More
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
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)

Recommended selected-arrow
Conservative

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.

6.30%

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

3yr+

Suggested investment timeframe

Chart arrows_RGB_Conservative
Anticipated ups and downs
Speedometer_Seven risks_RGB_3
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
Adviser request Know More
Benefits
  • Speech Bubble_Digital_Green Access to independent financial advice
  • Booster Phone_Digital_Green mybooster
  • Bar Chart_Shares_Digital_Green Investment and KiwiSaver specialists
  • NZ_Digital_Green 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)

Recommended selected-arrow
Conservative

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.

6.50%

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

4yr+

Suggested investment timeframe

Chart arrows_RGB_Conservative
Anticipated ups and downs
Speedometer_Seven risks_RGB_4
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
Adviser request Know More
Benefits
  • Speech Bubble_Digital_Green Access to independent financial advice
  • Booster Phone_Digital_Green mybooster
  • Bar Chart_Shares_Digital_Green Investment and KiwiSaver specialists
  • NZ_Digital_Green 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)

Recommended selected-arrow
Balanced

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.

6.50%

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

5yr+

Suggested investment timeframe

Chart arrows_RGB_Growth
Anticipated ups and downs
Speedometer_Seven risks_RGB_4
Risk indicator
Dollar sign_RGB_2
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
Adviser request 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
Strategy, allocation and risk level

We aim to achieve this by investing in a mix of income and growth assets.

Fund asset allocation Risk indicator
60%

Growth Assets

40%

Income Assets

4

Where would my money be invested in?

NZ: Shares (including Tahi and BIF), Property (including PLPF),  Fixed Interest, Cash, Term Deposits, Bonds

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.

2.81%

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 (after fees, before tax)*

5yr+

Suggested investment timeframe

Chart arrows_RGB_Growth
Anticipated ups and downs
Speedometer_Seven risks_RGB_4
Risk indicator
Dollar sign_RGB_2
Potential return

Benefits with this fund

  • Exclusion_Digital_Blue
  • Award ribbon_Digital_Blue
  • Scale_Digital_Blue
  • Speech Bubble_Digital_Green
  • Booster Phone_Digital_Green
  • Bar Chart_Shares_Digital_Green
  • NZ_Digital_Green
Adviser request Know More
Benefits
  • Exclusion_Digital_Blue Restricts direct investments in 15 controversial activities
  • Award ribbon_Digital_Blue Certified socially responsible fund
  • Scale_Digital_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
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
60%

Growth Assets

40%

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.

2.76%

Annual fund charge (estimated total)

Recommended selected-arrow
Balanced

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.

7.10%

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

5yr+

Suggested investment timeframe

Chart arrows_RGB_Growth
Anticipated ups and downs
Speedometer_Seven risks_RGB_4
Risk indicator
Dollar sign_RGB_2
Potential return

Benefits with this fund

  • Speech Bubble_Digital_Green
  • Booster Phone_Digital_Green
  • Bar Chart_Shares_Digital_Green
  • NZ_Digital_Green
Adviser request Know More
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
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)

Recommended selected-arrow
Growth

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.

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_4
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
Adviser request 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
Strategy, allocation and risk level

We aim to achieve this by investing predominantly in growth assets, with little or no allocation to income assets. 

Fund asset allocation Risk indicator
80%

Growth Assets

20%

Income Assets

4

Where would my money be invested in?

NZ: Shares (including Tahi and BIF), Property (including PLPF),  Fixed Interest, Cash, Term Deposits, Bonds

Global: Fixed interest, 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.

3.02%

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 (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

  • Exclusion_Digital_Blue
  • Speech Bubble_Digital_Green
  • Booster Phone_Digital_Green
  • Kiwi_KiwiSaver_Digital_Green
  • Bar Chart_Shares_Digital_Green
  • NZ_Digital_Green
Adviser request Know More
Benefits
  • Exclusion_Digital_Blue Restricts direct investments in 15 controversial activities
  • 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
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
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 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.

2.95%

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 (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

  • Exclusion_Digital_Blue
  • Award ribbon_Digital_Blue
  • Scale_Digital_Blue
  • Speech Bubble_Digital_Green
  • Booster Phone_Digital_Green
  • Kiwi_KiwiSaver_Digital_Green
  • Bar Chart_Shares_Digital_Green
  • NZ_Digital_Green
Adviser request Know More
Benefits
  • Exclusion_Digital_Blue Restricts direct investments in 15 controversial activities
  • Award ribbon_Digital_Blue Certified socially responsible fund
  • Scale_Digital_Blue Assessed on ESG factors
  • Speech Bubble_Digital_Green Access to independent financial advice
  • Booster Phone_Digital_Green mybooster
  • 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
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.

3.02%

Annual fund charge (estimated total)

Recommended selected-arrow
Growth

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.

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

  • Speech Bubble_Digital_Green
  • Booster Phone_Digital_Green
  • Kiwi_KiwiSaver_Digital_Green
  • Bar Chart_Shares_Digital_Green
  • NZ_Digital_Green
Adviser request 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
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.

Fund asset allocation Risk indicator
99%

Growth Assets

1%

Income Assets

5

Where would my money be invested in?

NZ: Shares (including Tahi and BIF), Property (including PLPF),  Fixed Interest, Cash, Term Deposits, Bonds

Global: 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.

3.04%

Annual fund charge (estimated total)

Recommended selected-arrow
Growth

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.

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

  • Speech Bubble_Digital_Green
  • Booster Phone_Digital_Green
  • Kiwi_KiwiSaver_Digital_Green
  • Bar Chart_Shares_Digital_Green
  • NZ_Digital_Green
Adviser request 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
Strategy, allocation and risk level

We aim to achieve this by investing predominantly in growth assets, with little or no allocation to income assets. 

Fund asset allocation Risk indicator
99%

Growth Assets

1%

Income Assets

5

Where would my money be invested in?

NZ: Shares (including Tahi and BIF), Property (including PLPF),  Fixed Interest, Cash, Term Deposits, Bonds

Global: 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)

Recommended selected-arrow
Growth

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.

8.40%

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

  • Speech Bubble_Digital_Green
  • Booster Phone_Digital_Green
  • Bar Chart_Shares_Digital_Green
  • NZ_Digital_Green
Adviser request Know More
Benefits
  • Speech Bubble_Digital_Green Access to independent financial advice
  • Booster Phone_Digital_Green mybooster
  • Bar Chart_Shares_Digital_Green Investment and KiwiSaver specialists
  • NZ_Digital_Green 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.

Fund asset allocation Risk indicator
99%

Growth Assets

1%

Income Assets

5

Where would my money be invested in?

NZ: Shares (including Tahi and BIF), Property (including PLPF),  Fixed Interest, Cash, Term Deposits, Bonds

Global: Fixed interest, 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.

1.04%

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 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. 

Varied

This is a unique fund. The potential returns are difficult to predict and are likely to cover a wide range.

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
  • Bar Chart_Shares_Digital_Green
  • NZ_Digital_Green
Adviser request Know More
Benefits
  • Speech Bubble_Digital_Green Access to independent financial advice
  • Booster Phone_Digital_Green mybooster
  • Bar Chart_Shares_Digital_Green Investment and KiwiSaver specialists
  • NZ_Digital_Green 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)

Benefits
Fund benefits Booster 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
  • 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
  • Exclusion_Digital_Blue Restricts direct investments in 15 controversial activities
  • Award ribbon_Digital_Blue Certified socially responsible fund
  • Scale_Digital_Blue Assessed on ESG factors
  • Speech Bubble_Digital_Green Access to independent financial advice
  • Booster Phone_Digital_Green mybooster
  • 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
  • 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
  • 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
  • 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
  • Exclusion_Digital_Blue Restricts direct investments in 15 controversial activities
  • Award ribbon_Digital_Blue Certified socially responsible fund
  • Scale_Digital_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
  • 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
  • Exclusion_Digital_Blue Restricts direct investments in 15 controversial activities
  • 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
  • Exclusion_Digital_Blue Restricts direct investments in 15 controversial activities
  • Award ribbon_Digital_Blue Certified socially responsible fund
  • Scale_Digital_Blue Assessed on ESG factors
  • Speech Bubble_Digital_Green Access to independent financial advice
  • Booster Phone_Digital_Green mybooster
  • 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
  • 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
  • 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
  • Bar Chart_Shares_Digital_Green Investment and KiwiSaver specialists
  • NZ_Digital_Green 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

Where would my money be invested in?

NZ: Shares (including Tahi and BIF), Property (including PLPF),  Fixed Interest, Cash, Term Deposits, Bonds

Global: Corporate bonds, fixed interest, property, Australian shares, global shares

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

Where would my money be invested in?

NZ: Shares (including Tahi and BIF), Property (including PLPF),  Fixed Interest, Cash, Term Deposits, Bonds

Global: Corporate bonds, fixed interest, property, Australian shares, global shares

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

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.

Fund asset allocation Risk indicator
60%

Growth Assets

40%

Income Assets

4

Where would my money be invested in?

NZ: Shares (including Tahi and BIF), Property (including PLPF),  Fixed Interest, Cash, Term Deposits, Bonds

Global: Fixed interest, property, Australian shares, global shares

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, 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. 

Fund asset allocation Risk indicator
80%

Growth Assets

20%

Income Assets

4

Where would my money be invested in?

NZ: Shares (including Tahi and BIF), Property (including PLPF),  Fixed Interest, Cash, Term Deposits, Bonds

Global: Fixed interest, 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

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.

Fund asset allocation Risk indicator
99%

Growth Assets

1%

Income Assets

5

Where would my money be invested in?

NZ: Shares (including Tahi and BIF), Property (including PLPF),  Fixed Interest, Cash, Term Deposits, Bonds

Global: Australian shares, global shares

We aim to achieve this by investing predominantly in growth assets, with little or no allocation to income assets. 

Fund asset allocation Risk indicator
99%

Growth Assets

1%

Income Assets

5

Where would my money be invested in?

NZ: Shares (including Tahi and BIF), Property (including PLPF),  Fixed Interest, Cash, Term Deposits, Bonds

Global: Australian shares, global shares

We aim to achieve this by investing predominantly in relatively high dividend-paying growth assets, predominantly listed or issued in New Zealand.

Fund asset allocation Risk indicator
99%

Growth Assets

1%

Income Assets

5

Where would my money be invested in?

NZ: Shares (including Tahi and BIF), Property (including PLPF),  Fixed Interest, Cash, Term Deposits, Bonds

Global: Fixed interest, Australian shares, global shares

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.

2.03%

Annual fund charge (estimated total)

2.40%

Annual fund charge (estimated total)

2.37%

Annual fund charge (estimated total)

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)

2.81%

Annual fund charge (estimated total)

2.76%

Annual fund charge (estimated total)

1.04%

Annual fund charge (estimated total)

3.02%

Annual fund charge (estimated total)

2.95%

Annual fund charge (estimated total)

3.02%

Annual fund charge (estimated total)

3.04%

Annual fund charge (estimated total)

3.09%

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)

*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
Conservative

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.

4.80%

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

3yr+

Suggested investment timeframe

Chart arrows_RGB_Conservative
Anticipated ups and downs
Speedometer_Seven risks_RGB_3
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
Adviser request
Conservative

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.

5.20%

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

3yr+

Suggested investment timeframe

Chart arrows_RGB_Conservative
Anticipated ups and downs
Speedometer_Seven risks_RGB_4
Risk indicator
Dollar sign_RGB_1
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
Adviser request
Conservative

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)

4yr+

Suggested investment timeframe

Chart arrows_RGB_Conservative
Anticipated ups and downs
Speedometer_Seven risks_RGB_3
Risk indicator
Dollar sign_RGB_1
Potential return

Benefits with this fund

  • Exclusion_Digital_Blue
  • Award ribbon_Digital_Blue
  • Scale_Digital_Blue
  • Speech Bubble_Digital_Green
  • Booster Phone_Digital_Green
  • Bar Chart_Shares_Digital_Green
  • NZ_Digital_Green
Adviser request
Conservative

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.

4.50%

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
Adviser request
Conservative

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.

6.0%

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

2yr+

Suggested investment timeframe

Chart arrows_RGB_Conservative
Anticipated ups and downs
Speedometer_Seven risks_RGB_3
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
Adviser request
Conservative

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.

6.30%

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

3yr+

Suggested investment timeframe

Chart arrows_RGB_Conservative
Anticipated ups and downs
Speedometer_Seven risks_RGB_3
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
Adviser request
Conservative

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.

6.50%

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

4yr+

Suggested investment timeframe

Chart arrows_RGB_Conservative
Anticipated ups and downs
Speedometer_Seven risks_RGB_4
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
Adviser request
Balanced

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.

6.50%

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

5yr+

Suggested investment timeframe

Chart arrows_RGB_Growth
Anticipated ups and downs
Speedometer_Seven risks_RGB_4
Risk indicator
Dollar sign_RGB_2
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
Adviser request
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

Chart arrows_RGB_Growth
Anticipated ups and downs
Speedometer_Seven risks_RGB_4
Risk indicator
Dollar sign_RGB_2
Potential return

Benefits with this fund

  • Exclusion_Digital_Blue
  • Award ribbon_Digital_Blue
  • Scale_Digital_Blue
  • Speech Bubble_Digital_Green
  • Booster Phone_Digital_Green
  • Bar Chart_Shares_Digital_Green
  • NZ_Digital_Green
Adviser request
Balanced

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.

7.10%

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

5yr+

Suggested investment timeframe

Chart arrows_RGB_Growth
Anticipated ups and downs
Speedometer_Seven risks_RGB_4
Risk indicator
Dollar sign_RGB_2
Potential return

Benefits with this fund

  • Speech Bubble_Digital_Green
  • Booster Phone_Digital_Green
  • Bar Chart_Shares_Digital_Green
  • NZ_Digital_Green
Adviser request
Growth

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.

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_4
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
Adviser request
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

  • Exclusion_Digital_Blue
  • Speech Bubble_Digital_Green
  • Booster Phone_Digital_Green
  • Kiwi_KiwiSaver_Digital_Green
  • Bar Chart_Shares_Digital_Green
  • NZ_Digital_Green
Adviser request
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

  • Exclusion_Digital_Blue
  • Award ribbon_Digital_Blue
  • Scale_Digital_Blue
  • Speech Bubble_Digital_Green
  • Booster Phone_Digital_Green
  • Kiwi_KiwiSaver_Digital_Green
  • Bar Chart_Shares_Digital_Green
  • NZ_Digital_Green
Adviser request
Growth

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.

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

  • Speech Bubble_Digital_Green
  • Booster Phone_Digital_Green
  • Kiwi_KiwiSaver_Digital_Green
  • Bar Chart_Shares_Digital_Green
  • NZ_Digital_Green
Adviser request
Growth

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.

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

  • Speech Bubble_Digital_Green
  • Booster Phone_Digital_Green
  • Kiwi_KiwiSaver_Digital_Green
  • Bar Chart_Shares_Digital_Green
  • NZ_Digital_Green
Adviser request
Growth

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.

8.40%

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

  • Speech Bubble_Digital_Green
  • Booster Phone_Digital_Green
  • Bar Chart_Shares_Digital_Green
  • NZ_Digital_Green
Adviser request
Growth

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. 

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
  • Bar Chart_Shares_Digital_Green
  • NZ_Digital_Green
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  • Speech Bubble_Digital_Green Access to independent financial advice
  • Booster Phone_Digital_Green mybooster app and online portal
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  • NZ_Digital_Green Booster is NZ owned and operated
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  • Kiwi_KiwiSaver_Digital_Green Investing back into NZ
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  • Exclusion_Digital_Blue Restricts direct investments in 15 controversial activities
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  • NZ_Digital_Green Booster is NZ owned and operated
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  • NZ_Digital_Green Booster is NZ owned and operated
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  • Booster Phone_Digital_Green mybooster
  • Bar Chart_Shares_Digital_Green Investment and KiwiSaver specialists
  • NZ_Digital_Green Booster is NZ owned and operated
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  • 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
  • Exclusion_Digital_Blue Restricts direct investments in 15 controversial activities
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  • 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
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  • NZ_Digital_Green Booster is NZ owned and operated
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  • 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
  • Exclusion_Digital_Blue Restricts direct investments in 15 controversial activities
  • 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
  • Exclusion_Digital_Blue Restricts direct investments in 15 controversial activities
  • Award ribbon_Digital_Blue Certified socially responsible fund
  • Scale_Digital_Blue Assessed on ESG factors
  • Speech Bubble_Digital_Green Access to independent financial advice
  • Booster Phone_Digital_Green mybooster
  • 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
  • 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
  • Bar Chart_Shares_Digital_Green Investment and KiwiSaver specialists
  • NZ_Digital_Green Booster is NZ owned and operated
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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

Where would my money be invested in?

NZ: Shares (including Tahi and BIF), Property (including PLPF),  Fixed Interest, Cash, Term Deposits, Bonds

Global: Corporate bonds, fixed interest, property, Australian shares, global shares

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

Where would my money be invested in?

NZ: Shares (including Tahi and BIF), Property (including PLPF),  Fixed Interest, Cash, Term Deposits, Bonds

Global: Corporate bonds, fixed interest, property, Australian shares, global shares

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

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.

Fund asset allocation Risk indicator
60%

Growth Assets

40%

Income Assets

4

Where would my money be invested in?

NZ: Shares (including Tahi and BIF), Property (including PLPF),  Fixed Interest, Cash, Term Deposits, Bonds

Global: Fixed interest, property, Australian shares, global shares

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, 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. 

Fund asset allocation Risk indicator
80%

Growth Assets

20%

Income Assets

4

Where would my money be invested in?

NZ: Shares (including Tahi and BIF), Property (including PLPF),  Fixed Interest, Cash, Term Deposits, Bonds

Global: Fixed interest, 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

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.

Fund asset allocation Risk indicator
99%

Growth Assets

1%

Income Assets

5

Where would my money be invested in?

NZ: Shares (including Tahi and BIF), Property (including PLPF),  Fixed Interest, Cash, Term Deposits, Bonds

Global: Australian shares, global shares

We aim to achieve this by investing predominantly in growth assets, with little or no allocation to income assets. 

Fund asset allocation Risk indicator
99%

Growth Assets

1%

Income Assets

5

Where would my money be invested in?

NZ: Shares (including Tahi and BIF), Property (including PLPF),  Fixed Interest, Cash, Term Deposits, Bonds

Global: Australian shares, global shares

We aim to achieve this by investing predominantly in relatively high dividend-paying growth assets, predominantly listed or issued in New Zealand.

Fund asset allocation Risk indicator
99%

Growth Assets

1%

Income Assets

5

Where would my money be invested in?

NZ: Shares (including Tahi and BIF), Property (including PLPF),  Fixed Interest, Cash, Term Deposits, Bonds

Global: Fixed interest, Australian shares, global shares

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.

2.03%

Annual fund charge (estimated total)

2.40%

Annual fund charge (estimated total)

2.37%

Annual fund charge (estimated total)

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)

2.81%

Annual fund charge (estimated total)

2.76%

Annual fund charge (estimated total)

1.04%

Annual fund charge (estimated total)

3.02%

Annual fund charge (estimated total)

2.95%

Annual fund charge (estimated total)

3.02%

Annual fund charge (estimated total)

3.04%

Annual fund charge (estimated total)

3.09%

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)

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