Conservative Fund

Conservative fund

Socially Responsible High Growth Fund Pie Graph
Socially Responsible High Growth Fund Growth And Income

Investment objective

The fund aims to provide relatively consistent returns, with some capital gains over the long term.

It aims to achieve returns – after fees but before tax – of at least 2.5% per year above inflation over any 4-year period.

Generally, there will be some movements up and down in the value of the fund.

Investment strategy

The fund invests mainly in income assets, but includes some growth assets.

Find out more

Download the Booster Investment Scheme Product Disclosure Statement – Focus Series Funds (PDF 162kB)

Risk indicator

This is rated from 1 (low) to 7 (high). The rating reflects how much the value of the fund’s assets goes up and down – the 'volatility'.

A higher risk generally means higher potential returns over time, but more ups and downs along the way.

Booster investment funds

Do you think the Focus Series isn't right for you? We offer a range of other funds that you might like to look into.

Investment Series

Specialist Series

Wholesale Series

Risk level: