Spectacularly unsurprising
  • Unhappy Investor Erratic Returns Graph Booster Investment Scheme
  • Unhappy Investor Erratic Returns Graph Booster Investment Scheme
  • Smiling Investor Rising Returns Graph Booster Investment Scheme

Investment documents

View and download documents for the Booster Investment Scheme.

Quarterly fund updates

View the quarterly fund updates for the Booster Investment Scheme

Product Disclosure Statements

These are updated from time to time so they always have the latest information. You can read the latest Product Disclosure Statements below or find them in the Disclose Register. Choose ‘Search Offers’ and search for ‘Booster’ at https://disclose-register.companiesoffice.govt.nz

Booster Investment Scheme Product Disclosure Statement – Investment Series: Enhanced Cash Portfolio and Income Securities Portfolio (PDF 125kB)

Booster Investment Scheme Product Disclosure Statement – Investment Series: Income Funds and Corporate Bond Fund (PDF 129kB)

Booster Investment Scheme Product Disclosure Statement – Investment Series: Multi-sector Funds (PDF 301kB)

Booster Investment Scheme Product Disclosure Statement – Focus Series Funds (PDF 130kB)

Other documents

Other Material Information (PDF 266kB)

Statement of Investment Policy and Objectives (PDF 315kB)

Trust Deed (2.6MB)

Socially Responsible Investment Philosophy (PDF 53kB)

Annual Report 2018 (PDF 152kB)

Financial Statements 2018 – for year ended 31 March 2018 (PDF 600kB)

Questions?

If you have any queries, want to know more or would like a copy of these documents:

  • call us on 0800 336 338
  • contact us
  • talk to your financial adviser, if you have one.

Financial advice

If you’d like to talk with a professional financial adviser who can look at your situation, we can put you in touch with someone in your area.