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Tax statement information

Socially Responsible Investment Funds

Choosing to invest in an socially responsible investment (SRI) fund means you can avoid investing in companies or industries that don’t align with your personal values. 

booster-socially-responsible-funds-egg-with-halo-new-zealand

view as

Socially Responsible Moderate Fund

Socially Responsible Balanced Fund

Socially Responsible Growth Fund

Socially Responsible High Growth Fund

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)*

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

  • Exclusion_Digital_Blue
  • Scale_Digital_Blue
  • Award ribbon_Digital_Blue
  • Umbrella_Insurance_Digital_Green
  • Fees_CMYK_Green
  • Speech Bubble_Digital_Green
  • Booster Phone_Digital_Green
  • Bar Chart_Shares_Digital_Green
  • NZ_Digital_Green
  • Discount coins_Green
Get this fund Know More
Benefits
  • Exclusion_Digital_Blue Restricts direct investments in 15 controversial activities
  • Scale_Digital_Blue Assessed on ESG factors
  • Award ribbon_Digital_Blue Certified Socially Responsible fund
  • Umbrella_Insurance_Digital_Green Free accidental death cover for eligible members
  • Fees_CMYK_Green No member fees on low balances
  • 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
  • Discount coins_Green 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)

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_Conservative
Anticipated ups and downs
Speedometer_Seven risks_RGB_4
Risk indicator
Dollar sign_RGB_1
Potential return

Benefits with this fund

  • Exclusion_Digital_Blue
  • Scale_Digital_Blue
  • Award ribbon_Digital_Blue
  • Umbrella_Insurance_Digital_Green
  • Fees_CMYK_Green
  • Speech Bubble_Digital_Green
  • Booster Phone_Digital_Green
  • NZ_Digital_Green
  • Bar Chart_Shares_Digital_Green
  • Discount coins_Green
Get this fund Know More
Benefits
  • Exclusion_Digital_Blue Restricts direct investments in 15 controversial activities
  • Scale_Digital_Blue Assessed on ESG factors
  • Award ribbon_Digital_Blue Certified Socially Responsible fund
  • Umbrella_Insurance_Digital_Green Free accidental death cover for eligible members
  • Fees_CMYK_Green No member fees on low balances
  • Speech Bubble_Digital_Green Access to independent financial advice
  • Booster Phone_Digital_Green mybooster app and online portal
  • NZ_Digital_Green Booster is NZ owned and operated
  • Bar Chart_Shares_Digital_Green Investment and KiwiSaver specialists
  • Discount coins_Green 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)

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
  • Scale_Digital_Blue
  • Award ribbon_Digital_Blue
  • Umbrella_Insurance_Digital_Green
  • Speech Bubble_Digital_Green
  • Fees_CMYK_Green
  • Booster Phone_Digital_Green
  • NZ_Digital_Green
  • Bar Chart_Shares_Digital_Green
  • Discount coins_Green
Get this fund Know More
Benefits
  • Exclusion_Digital_Blue Restricts direct investments in 15 controversial activities
  • Scale_Digital_Blue Assessed on ESG factors
  • Award ribbon_Digital_Blue Certified Socially Responsible fund
  • Umbrella_Insurance_Digital_Green Free accidental death cover for eligible members
  • Speech Bubble_Digital_Green Access to independent financial advice
  • Fees_CMYK_Green No member fees on low balances
  • Booster Phone_Digital_Green mybooster app and online portal
  • NZ_Digital_Green Booster is NZ owned and operated
  • Bar Chart_Shares_Digital_Green Investment and KiwiSaver specialists
  • Discount coins_Green 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)

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

Moderate volatility
Anticipated ups and downs
Speedometer_Seven risks_RGB_5
Risk indicator
Dollar sign_RGB_3
Potential return

Benefits with this fund

  • Exclusion_Digital_Blue
  • Scale_Digital_Blue
  • Award ribbon_Digital_Blue
  • Umbrella_Insurance_Digital_Green
  • Fees_CMYK_Green
  • Speech Bubble_Digital_Green
  • Booster Phone_Digital_Green
  • Bar Chart_Shares_Digital_Green
  • NZ_Digital_Green
  • Discount coins_Green
Get this fund Know More
Benefits
  • Exclusion_Digital_Blue Restricts direct investments in 15 controversial activities
  • Scale_Digital_Blue Assessed on ESG factors
  • Award ribbon_Digital_Blue Certified Socially Responsible fund
  • Umbrella_Insurance_Digital_Green Free accidental death cover for eligible members
  • Fees_CMYK_Green No member fees on low balances
  • 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
  • Discount coins_Green 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)

Benefits
Fund benefits Booster benefits
  • Exclusion_Digital_Blue Restricts direct investments in 15 controversial activities
  • Scale_Digital_Blue Assessed on ESG factors
  • Award ribbon_Digital_Blue Certified Socially Responsible fund
  • Umbrella_Insurance_Digital_Green Free accidental death cover for eligible members
  • Fees_CMYK_Green No member fees on low balances
  • 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
  • Discount coins_Green Fee discounts for high balances
  • Exclusion_Digital_Blue Restricts direct investments in 15 controversial activities
  • Scale_Digital_Blue Assessed on ESG factors
  • Award ribbon_Digital_Blue Certified Socially Responsible fund
  • Umbrella_Insurance_Digital_Green Free accidental death cover for eligible members
  • Fees_CMYK_Green No member fees on low balances
  • Speech Bubble_Digital_Green Access to independent financial advice
  • Booster Phone_Digital_Green mybooster app and online portal
  • NZ_Digital_Green Booster is NZ owned and operated
  • Bar Chart_Shares_Digital_Green Investment and KiwiSaver specialists
  • Discount coins_Green Fee discounts for high balances
  • Exclusion_Digital_Blue Restricts direct investments in 15 controversial activities
  • Scale_Digital_Blue Assessed on ESG factors
  • Award ribbon_Digital_Blue Certified Socially Responsible fund
  • Umbrella_Insurance_Digital_Green Free accidental death cover for eligible members
  • Speech Bubble_Digital_Green Access to independent financial advice
  • Fees_CMYK_Green No member fees on low balances
  • Booster Phone_Digital_Green mybooster app and online portal
  • NZ_Digital_Green Booster is NZ owned and operated
  • Bar Chart_Shares_Digital_Green Investment and KiwiSaver specialists
  • Discount coins_Green Fee discounts for high balances
  • Exclusion_Digital_Blue Restricts direct investments in 15 controversial activities
  • Scale_Digital_Blue Assessed on ESG factors
  • Award ribbon_Digital_Blue Certified Socially Responsible fund
  • Umbrella_Insurance_Digital_Green Free accidental death cover for eligible members
  • Fees_CMYK_Green No member fees on low balances
  • 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
  • Discount coins_Green 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)

*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

Socially Responsible Moderate Fund

Suitable for you if: You’re planning to withdraw your investment in 3 plus years and want relatively consistent returns, with some capital gains over the long term. You want a fund that reflects your personal values. 

5.50%

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

3yr+

Suggested investment timeframe

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

  • Exclusion_Digital_Blue
  • Scale_Digital_Blue
  • Award ribbon_Digital_Blue
  • Umbrella_Insurance_Digital_Green
  • Fees_CMYK_Green
  • Speech Bubble_Digital_Green
  • Booster Phone_Digital_Green
  • Bar Chart_Shares_Digital_Green
  • NZ_Digital_Green
  • Discount coins_Green
Get this fund
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_Conservative
Anticipated ups and downs
Speedometer_Seven risks_RGB_4
Risk indicator
Dollar sign_RGB_1
Potential return

Benefits with this fund

  • Exclusion_Digital_Blue
  • Scale_Digital_Blue
  • Award ribbon_Digital_Blue
  • Umbrella_Insurance_Digital_Green
  • Fees_CMYK_Green
  • Speech Bubble_Digital_Green
  • Booster Phone_Digital_Green
  • NZ_Digital_Green
  • Bar Chart_Shares_Digital_Green
  • Discount coins_Green
Get this fund
GROWTH

Socially Responsible Growth Fund

Suitable for you if: You’re planning to withdraw your investment in 7 plus years. It is suited to investors looking for an investment that reflects their personal values, who are comfortable with a medium to high level of risk in order to potentially achieve relatively higher returns. You want a fund that reflects your personal values.

6.90%

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

7yr+

Suggested investment timeframe

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

Benefits with this fund

  • Exclusion_Digital_Blue
  • Scale_Digital_Blue
  • Award ribbon_Digital_Blue
  • Umbrella_Insurance_Digital_Green
  • Speech Bubble_Digital_Green
  • Fees_CMYK_Green
  • Booster Phone_Digital_Green
  • NZ_Digital_Green
  • Bar Chart_Shares_Digital_Green
  • Discount coins_Green
Get this fund
GROWTH

Socially Responsible High Growth Fund

Suitable for you if: You’re planning to withdraw your investment in 10 plus years and are comfortable with your balance going up and down a lot if it means you might get much better returns. You want a fund that reflects your personal values.

7.80%

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

10yr+

Suggested investment timeframe

Moderate volatility
Anticipated ups and downs
Speedometer_Seven risks_RGB_5
Risk indicator
Dollar sign_RGB_3
Potential return

Benefits with this fund

  • Exclusion_Digital_Blue
  • Scale_Digital_Blue
  • Award ribbon_Digital_Blue
  • Umbrella_Insurance_Digital_Green
  • Fees_CMYK_Green
  • Speech Bubble_Digital_Green
  • Booster Phone_Digital_Green
  • Bar Chart_Shares_Digital_Green
  • NZ_Digital_Green
  • Discount coins_Green
Get this fund
Benefits
  • Exclusion_Digital_Blue Restricts direct investments in 15 controversial activities
  • Scale_Digital_Blue Assessed on ESG factors
  • Award ribbon_Digital_Blue Certified Socially Responsible fund
  • Umbrella_Insurance_Digital_Green Free accidental death cover for eligible members
  • Fees_CMYK_Green No member fees on low balances
  • 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
  • Discount coins_Green Fee discounts for high balances
  • Exclusion_Digital_Blue Restricts direct investments in 15 controversial activities
  • Scale_Digital_Blue Assessed on ESG factors
  • Award ribbon_Digital_Blue Certified Socially Responsible fund
  • Umbrella_Insurance_Digital_Green Free accidental death cover for eligible members
  • Fees_CMYK_Green No member fees on low balances
  • Speech Bubble_Digital_Green Access to independent financial advice
  • Booster Phone_Digital_Green mybooster app and online portal
  • NZ_Digital_Green Booster is NZ owned and operated
  • Bar Chart_Shares_Digital_Green Investment and KiwiSaver specialists
  • Discount coins_Green Fee discounts for high balances
  • Exclusion_Digital_Blue Restricts direct investments in 15 controversial activities
  • Scale_Digital_Blue Assessed on ESG factors
  • Award ribbon_Digital_Blue Certified Socially Responsible fund
  • Umbrella_Insurance_Digital_Green Free accidental death cover for eligible members
  • Speech Bubble_Digital_Green Access to independent financial advice
  • Fees_CMYK_Green No member fees on low balances
  • Booster Phone_Digital_Green mybooster app and online portal
  • NZ_Digital_Green Booster is NZ owned and operated
  • Bar Chart_Shares_Digital_Green Investment and KiwiSaver specialists
  • Discount coins_Green Fee discounts for high balances
  • Exclusion_Digital_Blue Restricts direct investments in 15 controversial activities
  • Scale_Digital_Blue Assessed on ESG factors
  • Award ribbon_Digital_Blue Certified Socially Responsible fund
  • Umbrella_Insurance_Digital_Green Free accidental death cover for eligible members
  • Fees_CMYK_Green No member fees on low balances
  • 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
  • Discount coins_Green 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)

Investment performance

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