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Booster Investment Scheme documents

In this section, you'll find documents for the Booster Investment Scheme.


Product Disclosure Statements

These are updated regularly to ensure we can provide the most recent information. You can read the latest Product Disclosure Statements below or find them in the Disclose Register. Choose ‘Search Offers’ and search for ‘Booster’.

Income Securities Portfolio
PDF (276kB)
Income Funds and Corporate Bond Fund
PDF (898kB)
Multi-sector Funds
PDF (1.2MB)
Focus Series Funds
PDF (595kB)
Private Land and Property Fund
PDF (1.6MB)
Booster Innovation Fund
PDF (2.2MB)

While risk indicators stated in the Product Disclosure Statements are usually relatively stable, they do shift from time to time. You can see the most recent risk indicator in the latest fund update for each fund in the relevant Quarterly Fund update.


Quarterly fund updates

Review the quarterly summaries for each fund in the Booster Investment Scheme.

The Quarterly Fund Updates of the quarters previous to those listed below can be found on the Disclose Register. Chose ‘Search Offers’ and search for ‘Booster’ at https://disclose-register.companiesoffice.govt.nz/

Quarter ending 30 June 2023

Booster Investment Scheme

Investment Series
Growth funds

Defensive Fund

Moderate Fund 

Balanced Fund

Growth Fund 

High Growth Fund

Shielded Growth Fund

 

Income funds – multi-sector

Income 18 Fund 

Income 28 Fund 

Income 50 Fund 

Income 99 Fund 

Income funds – single-sector

Enhanced Cash Portfolio 

Income Securities Portfolio

Corporate Bond Fund 

 

Socially responsible funds

Socially Responsible Moderate Fund 

Socially Responsible Balanced Fund 

Socially Responsible Growth Fund

Socially Responsible High Growth Fund 

 

Focus Series

Moderate Fund 

Balanced Fund 

Growth Fund 

High Growth Fund

 

Booster Investment Scheme 2

Private Land and Property Fund

Private Land and Property Fund Quarterly Update 

Quarter ending 31 March 2023

Booster Investment Scheme

Investment Series
Growth funds

Defensive Fund

Moderate Fund 

Balanced Fund

Growth Fund 

High Growth Fund

Shielded Growth Fund

 

Income funds – multi-sector

Income 18 Fund 

Income 28 Fund 

Income 50 Fund 

Income 99 Fund 

Income funds – single-sector

Enhanced Cash Portfolio 

Income Securities Portfolio

Corporate Bond Fund 

 

Socially responsible funds

Socially Responsible Moderate Fund 

Socially Responsible Balanced Fund 

Socially Responsible Growth Fund

Socially Responsible High Growth Fund 

 

Focus Series

Moderate Fund 

Balanced Fund 

Growth Fund 

High Growth Fund

 

Booster Investment Scheme 2

Private Land and Property Fund

Private Land and Property Fund Quarterly Update 

Quarter ending 31 September 2022

Booster Investment Scheme

Investment Series
Growth funds

Defensive Fund

Moderate Fund 

Balanced Fund 

Growth Fund 

High Growth Fund 

Shielded Growth Fund 

 

Income funds – multi-sector

Income 18 Fund 

Income 28 Fund 

Income 50 Fund 

Income 99 Fund 

Enhanced Cash Portfolio 

Income Securities Portfolio 

Corporate Bond Fund 

 

Socially responsible funds

Socially Responsible Moderate Fund 

Socially Responsible Balanced Fund 

Socially Responsible Growth Fund 

Socially Responsible High Growth Fund 

 

Focus Series

Moderate Fund

Balanced Fund 

Growth Fund 

High Growth Fund 

 

Booster Investment Scheme 2

Private Land and Property Fund

Private Land and Property Fund Quarterly Update 

Quarter ending 31 March 2022

Booster Investment Scheme

Investment Series
Growth funds

Defensive Fund 

Moderate Fund

Balanced Fund 

Growth Fund 

High Growth Fund 

Shielded Growth Fund 

 

Income funds – multi-sector

Income 18 Fund 

Income 28 Fund 

Income 50 Fund 

Income 99 Fund 

Income funds – single-sector

Enhanced Cash Portfolio 

Income Securities Portfolio

Corporate Bond Fund

 

Socially responsible funds

Socially Responsible Moderate Fund 

Socially Responsible Balanced Fund 

Socially Responsible High Growth Fund 

 

Focus Series

Moderate Fund

Balanced Fund 

Growth Fund 

High Growth Fund

 

Booster Investment Scheme 2

Private Land and Property Fund

Private Land and Property Fund Quarterly Update


Other documents - Booster Investment Scheme

Other Material Information
PDF (348kB)
System Terms and Conditions
PDF (368kB)
Statement of Investment Policy and Objectives
PDF (424kB)
Responsible Investment Policy Statement
PDF (192kB)
Trust Deed
PDF (1.8MB)
Swap Agreement
PDF (291kB)
Annual Report
PDF (181kB)
Financial Statements
PDF (859kB)

Other documents - Booster Investment Series II

Trust Deed
PDF (1.3MB)

Private Land and Property Fund

Other Material Information
PDF (1.5MB)
Additional Other Material Information
PDF (61.8KB)
Annual Report
PDF (218kB)
Financial Statements
PDF (2.5MB)
PLPF Unit prices
PDF (123kB)
PLPF Buying and selling FAQs
PDF (88kB)
Statement of Investment Policy and Objectives
PDF (172kB)

Booster Innovation Fund

Annual Report
PDF (478kB)
Financial Statements
PDF (1.03MB)
BIF Unit prices
PDF (125kB)
BIF Buying and selling FAQs
PDF (60kB)
Establishment Deed
PDF (116kB)
Other Material Information
PDF (290kB)
Prospective Financial Information
PDF (98kB)
Statement of Investment Policy and Objectives
PDF (131kB)


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