Socially Responsible Moderate Fund
Is suited to investors who seek moderate returns on average over medium term periods (three years plus), allowing for some shorter-term ups and downs, whilst excluding investments which do not satisfy certain socially responsible investment criteria.
Expected long term annual return (after fees, before tax)*
Suggested investment timeframe
Benefits
-
RIAA Certified Responsible Investment
-
Restricts investments in 15 controversial activities
-
Certain asset classes assessed on ESG factors
-
Access to mybooster online portal and Booster NZ app
-
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Access to independent Investment and KiwiSaver financial at no additional cost
-
Regular reporting
-
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Booster is NZ owned and operated
-
Investing in NZ
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 Approach to Responsible Investing Policy.
Fees
The following charges apply: Management, trustee services, custody, unit pricing and other costs incurred by the scheme such as brokerage and audit fees. The fees are expressed as a percentage of the Net Asset Value of the fund.
2.37%
Annual fund charge (estimated total)
Socially Responsible Balanced Fund
Is suited to investors who seek a medium level of returns on average over medium term periods (five years plus), allowing for shorter-term ups and downs, whilst excluding investments which do not satisfy certain socially responsible investment criteria.
Expected long term annual return (after fees, before tax)*
Suggested investment timeframe
Benefits
-
RIAA Certified Responsible Investment
-
Restricts investments in 15 controversial activities
-
Certain asset classes assessed on ESG factors
-
Access to mybooster online portal and Booster NZ app
-
Access to independent Investment and KiwiSaver financial at no additional cost
-
Regular reporting
-
Booster is NZ owned and operated
-
Investing in NZ
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 Approach to Responsible Investing Policy.
Fees
The following charges apply: Management, trustee services, custody, unit pricing and other costs incurred by the scheme such as brokerage and audit fees. The fees are expressed as a percentage of the Net Asset Value of the fund.
2.76%
Annual fund charge (estimated total)
Socially Responsible Growth Fund
Is suited to investors who seek potentially relatively high returns on average over longer term periods (seven years plus), allowing for short to medium term ups and downs, whilst excluding investments which do not satisfy certain socially responsible investment criteria.
Expected long term annual return (after fees, before tax)*
Suggested investment timeframe
Benefits
-
RIAA Certified Responsible Investment
-
Restricts investments in 15 controversial activities
-
Certain asset classes assessed on ESG factors
-
Access to mybooster online portal and Booster NZ app
-
Access to independent Investment and KiwiSaver financial at no additional cost
-
Regular reporting
-
Booster is NZ owned and operated
-
Investing in NZ
Strategy, allocation and risk level
We aim to achieve this by investing in investing primarily in growth assets, with a moderate allocation of income assets, and the application of our Approach to Responsible Investing Policy.
Fees
The following charges apply: Management, trustee services, custody, unit pricing and other costs incurred by the scheme such as brokerage and audit fees. The fees are expressed as a percentage of the Net Asset Value of the fund.
2.95%
Annual fund charge (estimated total)
Socially Responsible High Growth Fund
Is suited to investors who seek potentially higher returns on average over long term periods (ten years plus), allowing for short to medium term ups and downs, whilst excluding investments which do not satisfy certain socially responsible investment criteria.
Expected long term annual return (after fees, before tax)*
Suggested investment timeframe
Benefits
-
RIAA Certified Responsible Investment
-
Restricts investments in 15 controversial activities
-
Certain asset classes assessed on ESG factors
-
Access to mybooster online portal and Booster NZ app
-
Access to independent Investment and KiwiSaver financial at no additional cost
-
Regular reporting
-
Booster is NZ owned and operated
-
Investing in NZ
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 Approach to Responsible Investing Policy.
Fees
The following charges apply: Management, trustee services, custody, unit pricing and other costs incurred by the scheme such as brokerage and audit fees. The fees are expressed as a percentage of the Net Asset Value of the fund.
3.02%
Annual fund charge (estimated total)
Benefits
-
RIAA Certified Responsible Investment
-
Restricts investments in 15 controversial activities
-
Certain asset classes assessed on ESG factors
-
Access to mybooster online portal and Booster NZ app
-
Access to independent Investment and KiwiSaver financial at no additional cost
-
Regular reporting
-
Booster is NZ owned and operated
-
Investing in NZ
-
RIAA Certified Responsible Investment
-
Restricts investments in 15 controversial activities
-
Certain asset classes assessed on ESG factors
-
Access to mybooster online portal and Booster NZ app
-
Access to independent Investment and KiwiSaver financial at no additional cost
-
Regular reporting
-
Booster is NZ owned and operated
-
Investing in NZ
-
RIAA Certified Responsible Investment
-
Restricts investments in 15 controversial activities
-
Certain asset classes assessed on ESG factors
-
Access to mybooster online portal and Booster NZ app
-
Access to independent Investment and KiwiSaver financial at no additional cost
-
Regular reporting
-
Booster is NZ owned and operated
-
Investing in NZ
-
RIAA Certified Responsible Investment
-
Restricts investments in 15 controversial activities
-
Certain asset classes assessed on ESG factors
-
Access to mybooster online portal and Booster NZ app
-
Access to independent Investment and KiwiSaver financial at no additional cost
-
Regular reporting
-
Booster is NZ owned and operated
-
Investing in NZ
Strategy, allocation and risk level
Fees
The following charges apply: Management, trustee services, custody, unit pricing and other costs incurred by the scheme such as brokerage and audit fees. The fees are expressed as a percentage of the Net Asset Value of the fund.
*Expected returns (before tax, and after estimated fund charge) are calculated based on Booster’s long-run expectations for investment markets and fund performance and are not a guarantee of future results. The expected returns are an estimate of the long run average annual return of the fund and actual returns will vary across different timeframes. The expected returns calculation is reviewed periodically and is based on various assumptions. The expected returns do not take into account any fees you may have agreed with your financial adviser.
Socially Responsible Moderate Fund
Is suited to investors who seek moderate returns on average over medium term periods (three years plus), allowing for some shorter-term ups and downs, whilst excluding investments which do not satisfy certain socially responsible investment criteria.
Expected long term annual return (after fees, before tax)
Suggested investment timeframe
Socially Responsible Balanced Fund
Is suited to investors who seek a medium level of returns on average over medium term periods (five years plus), allowing for shorter-term ups and downs, whilst excluding investments which do not satisfy certain socially responsible investment criteria.
Expected long term annual return (after fees, before tax)
Suggested investment timeframe
Socially Responsible Growth Fund
Is suited to investors who seek potentially relatively high returns on average over longer term periods (seven years plus), allowing for short to medium term ups and downs, whilst excluding investments which do not satisfy certain socially responsible investment criteria.
Expected long term annual return (after fees, before tax)
Suggested investment timeframe
Socially Responsible High Growth Fund
Is suited to investors who seek potentially higher returns on average over long term periods (ten years plus), allowing for short to medium term ups and downs, whilst excluding investments which do not satisfy certain socially responsible investment criteria.
Expected long term annual return (after fees, before tax)
Suggested investment timeframe
Benefits
-
RIAA Certified Responsible Investment
-
Restricts investments in 15 controversial activities
-
Certain asset classes assessed on ESG factors
-
Access to mybooster online portal and Booster NZ app
-
Access to independent Investment and KiwiSaver financial at no additional cost
-
Regular reporting
-
Booster is NZ owned and operated
-
Investing in NZ
-
RIAA Certified Responsible Investment
-
Restricts investments in 15 controversial activities
-
Certain asset classes assessed on ESG factors
-
Access to mybooster online portal and Booster NZ app
-
Access to independent Investment and KiwiSaver financial at no additional cost
-
Regular reporting
-
Booster is NZ owned and operated
-
Investing in NZ
-
RIAA Certified Responsible Investment
-
Restricts investments in 15 controversial activities
-
Certain asset classes assessed on ESG factors
-
Access to mybooster online portal and Booster NZ app
-
Access to independent Investment and KiwiSaver financial at no additional cost
-
Regular reporting
-
Booster is NZ owned and operated
-
Investing in NZ
-
RIAA Certified Responsible Investment
-
Restricts investments in 15 controversial activities
-
Certain asset classes assessed on ESG factors
-
Access to mybooster online portal and Booster NZ app
-
Access to independent Investment and KiwiSaver financial at no additional cost
-
Regular reporting
-
Booster is NZ owned and operated
-
Investing in NZ
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 Approach to Responsible Investing Policy.
We aim to achieve this by investing in a mix of income and growth assets, and the application of our Approach to Responsible Investing Policy.
We aim to achieve this by investing in investing primarily in growth assets, with a moderate allocation of income assets, and the application of our Approach to Responsible Investing Policy.
We aim to achieve this by investing predominantly in growth assets, with little or no allocation to income assets, and the application of our Approach to Responsible Investing Policy.
Fees
The following charges apply: Management, trustee services, custody, unit pricing and other costs incurred by the scheme such as brokerage and audit fees. The fees are expressed as a percentage of the Net Asset Value of the fund.
2.37%
Annual fund charge (estimated total)
2.76%
Annual fund charge (estimated total)
2.95%
Annual fund charge (estimated total)
3.02%
Annual fund charge (estimated total)