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Growth funds

Within the Investment Series, Booster offers a range of multi-sector growth funds, which may suit different investors based on their risk profile, timeframe and long-term objectives.

Defensive Fund

 Defensive Fund Pie GraphDefensive Fund Growth And Income

Investment objective

The fund’s objective is to provide relatively consistent but modest returns, with some capital gains over the long term.

It aims to achieve returns – after fees but before tax – of at least 2% per year above inflation over any three 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.

Risk indicator

Defensive Fund Risk Indicator Web

See the footnote that explains the risk indicator.*

Conservative Fund

Conservative Fund Pie GraphConservative Fund Growth And Income

Investment objective

The fund’s objective is 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 four 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.

Risk indicator

Conservative Fund Risk Indicator Web

See the footnote that explains the risk indicator.*

Balanced Fund

 Balanced Fund Pie GraphBalanced Fund Growth And Income

Investment objective

The fund’s objective is to provide an enhanced return over the long term through capital gains.

It aims to achieve returns – after fees but before tax – of at least 3% per year above inflation over any five year period.

There will be some movements up and down in the value of the fund.

Investment strategy

 The fund invests in a more balanced mix of income assets and growth assets.

Risk indicator

Balanced Fund Risk Indicator Web

See the footnote that explains the risk indicator.*

Growth Fund

 Growth Fund Pie GraphGrowth Fund Growth And Income

Investment objective

The fund’s objective is to provide long-term capital gains but to partially offset short-term movements up and down with some income assets.

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

There will be larger movements up and down in the value of the fund compared to the Balanced Fund.

Investment strategy

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

Risk indicator

Growth Fund Risk Indicator Web

See the footnote that explains the risk indicator.*

Shielded Growth Fund

 Shielded Growth GraphShielded Growth Fund Growth And Income

Investment objective

The fund’s objective is to provide long-term capital gains by investing predominantly in growth assets, while partially shielding the fund against some of the short-term downside risks.

This is achieved by using a strategy which will typically involve, but is not limited to, holding put options which provide protection on around 30% of any fund losses above a 10% fall in global share markets. The level of protection will typically vary between 20% and 50% of the fund, depending on our view of a range of factors such as cost, market volatility and risk.

It aims to achieve returns - after fees but before tax - of at least 4% per year above inflation over any 7-year period, after the cost of the options strategy.

There will be significant movements up and down in the value of the fund, but less significant short-term downward movements than the High Growth Fund.

Investment strategy

The fund invests predominantly in growth assets and uses options contracts to partially ‘shield’ the fund against (limit the impact of) more significant short-term downward movements of the value of the fund’s investments.

Risk indicator

Growth Fund Risk Indicator Web

See the footnote that explains the risk indicator.*

High Growth Fund

 High Growth Fund Pie GraphHigh Growth Fund Growth And Income

Investment objective

The fund’s objective is to maximise the potential for capital gains over the long term.

It aims to achieve returns – after fees but before tax – of at least 5% per year above inflation over any ten year period.

There will be significant movements up and down in the value of the fund.

Investment strategy

The fund invests predominantly in growth assets, with little or no allocation to income assets.

Risk indicator

High Growth Fund Risk Indicator Web

See the footnote that explains the risk indicator.*

* The risk indicator 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.

While risk indicators are usually quite stable, they do shift from time to time. Check the most recent risk indicator for this fund in the latest quarterly fund update.

Find out more

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

Booster investment funds

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

Focus Series

Wholesale Series

Questions?

If you have any queries or want to know more:

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