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
-
Assessed on ESG factors
-
Certified Socially Responsible fund
-
Free accidental death cover for eligible members
-
No member fees on low balances
-
/Speech%20Bubble_Digital_Green.svg)
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
-
Fee discounts for high balances
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 |
4
|
Where would my money be invested in?
NZ: Fixed interest, shares, cash and cash equivalents
Global: Fixed interest, property, Australian shares, global shares
Fees
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)
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
-
Assessed on ESG factors
-
Certified Socially Responsible fund
-
Free accidental death cover for eligible members
-
No member fees on low balances
-
Access to independent financial advice
-
mybooster app and online portal
-
Booster is NZ owned and operated
-
Investment and KiwiSaver specialists
-
Fee discounts for high balances
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, cash and cash equivalents
Global: Fixed interest, listed property, Australian shares, global shares
Fees
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 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
-
Assessed on ESG factors
-
Certified Socially Responsible fund
-
Free accidental death cover for eligible members
-
Access to independent financial advice
-
No member fees on low balances
-
mybooster app and online portal
-
Booster is NZ owned and operated
-
Investment and KiwiSaver specialists
-
Fee discounts for high balances
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
Fees
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)
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
-
Assessed on ESG factors
-
Certified Socially Responsible fund
-
Free accidental death cover for eligible members
-
No member fees on low balances
-
Access to independent financial advice
-
mybooster app and online portal
-
Investment and KiwiSaver specialists
-
Booster is NZ owned and operated
-
Fee discounts for high balances
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
Fees
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)
Quality benefits
-
Restricts direct investments in 15 controversial activities
-
Assessed on ESG factors
-
Certified Socially Responsible fund
-
Free accidental death cover for eligible members
-
No member fees on low balances
-
Access to independent financial advice
-
mybooster app and online portal
-
Investment and KiwiSaver specialists
-
Booster is NZ owned and operated
-
Fee discounts for high balances
-
Restricts direct investments in 15 controversial activities
-
Assessed on ESG factors
-
Certified Socially Responsible fund
-
Free accidental death cover for eligible members
-
No member fees on low balances
-
Access to independent financial advice
-
mybooster app and online portal
-
Booster is NZ owned and operated
-
Investment and KiwiSaver specialists
-
Fee discounts for high balances
-
Restricts direct investments in 15 controversial activities
-
Assessed on ESG factors
-
Certified Socially Responsible fund
-
Free accidental death cover for eligible members
-
Access to independent financial advice
-
No member fees on low balances
-
mybooster app and online portal
-
Booster is NZ owned and operated
-
Investment and KiwiSaver specialists
-
Fee discounts for high balances
-
Restricts direct investments in 15 controversial activities
-
Assessed on ESG factors
-
Certified Socially Responsible fund
-
Free accidental death cover for eligible members
-
No member fees on low balances
-
Access to independent financial advice
-
mybooster app and online portal
-
Investment and KiwiSaver specialists
-
Booster is NZ owned and operated
-
Fee discounts for high balances
Strategy, allocation and risk level
Fees
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.
**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 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
Socially Responsible Balanced Fund
Suitable for you if: You’re planning to withdraw your investments in 5 plus years and are comfortable with some movement up and down in the value of the fund. You want a fund that reflects your personal values.
Expected long term annual return (after fees, before tax)
Suggested investment timeframe
Socially Responsible Growth Fund
Suitable for you if: You’re planning to withdraw your investment in 7 plus years. It is suited to investors looking for an investment that reflects their personal values, who are comfortable with a medium to high level of risk in order to potentially achieve relatively higher returns. You want a fund that reflects your personal values.
Expected long term annual return (after fees, before tax)
Suggested investment timeframe
Socially Responsible High Growth Fund
Suitable for you if: You’re planning to withdraw your investment in 10 plus years and are comfortable with your balance going up and down a lot if it means you might get much better returns. You want a fund that reflects your personal values.
Expected long term annual return (after fees, before tax)
Suggested investment timeframe
Quality benefits
-
Restricts direct investments in 15 controversial activities
-
Assessed on ESG factors
-
Certified Socially Responsible fund
-
Free accidental death cover for eligible members
-
No member fees on low balances
-
Access to independent financial advice
-
mybooster app and online portal
-
Investment and KiwiSaver specialists
-
Booster is NZ owned and operated
-
Fee discounts for high balances
-
Restricts direct investments in 15 controversial activities
-
Assessed on ESG factors
-
Certified Socially Responsible fund
-
Free accidental death cover for eligible members
-
No member fees on low balances
-
Access to independent financial advice
-
mybooster app and online portal
-
Booster is NZ owned and operated
-
Investment and KiwiSaver specialists
-
Fee discounts for high balances
-
Restricts direct investments in 15 controversial activities
-
Assessed on ESG factors
-
Certified Socially Responsible fund
-
Free accidental death cover for eligible members
-
Access to independent financial advice
-
No member fees on low balances
-
mybooster app and online portal
-
Booster is NZ owned and operated
-
Investment and KiwiSaver specialists
-
Fee discounts for high balances
-
Restricts direct investments in 15 controversial activities
-
Assessed on ESG factors
-
Certified Socially Responsible fund
-
Free accidental death cover for eligible members
-
No member fees on low balances
-
Access to independent financial advice
-
mybooster app and online portal
-
Investment and KiwiSaver specialists
-
Booster is NZ owned and operated
-
Fee discounts for high balances
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 |
4
|
Where would my money be invested in?
NZ: Fixed interest, shares, cash and cash equivalents
Global: Fixed interest, property, Australian shares, global shares
We aim to achieve this 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, cash and cash equivalents
Global: Fixed interest, listed property, Australian shares, global shares
We aim to achieve this by investing primarily in growth assets, with a moderate allocation of income assets, and the application of our Responsible Investment Policy.
| Fund asset allocation | Risk indicator |
|---|---|
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
Fees
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)
2.80%
Annual fund charge (estimated total)
3.02%
Annual fund charge (estimated total)
3.09%
Annual fund charge (estimated total)