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

Income funds – multi-sector

Within the Investment Series, Booster offers a range of multi-sector income funds investing in a mix of both:

  • New Zealand fixed interest securities
  • high-yielding New Zealand shares in different proportions.

These funds may suit investors with income goals, depending upon their risk profile, timeframe and long-term objectives.

Income 18 Fund

 Income 18 Fund Pie GraphIncome 18 Fund Growth And Income

Investment objective

The fund’s objective is to provide a relatively low risk portfolio, between income and growth portfolios.

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 small movements up and down in the value of the fund.

Investment strategy

The fund invests mainly in income assets, but includes some high dividend-paying growth assets – New Zealand shares.

Risk indicator

Income 18 Fund Risk Indicator Web

See the footnote that explains the risk indicator.*

Income 28 Fund

 Income 28 Fund Pie GraphIncome 28 Fund Growth And Income

Investment objective

The fund’s objective is to provide a moderate risk portfolio, complementing other separately held fixed interest investments.

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 high dividend-paying growth assets – New Zealand shares.

Risk indicator

Income 28 Fund Risk Indicator Web
See the footnote that explains the risk indicator.*

Income 50 Fund

 Income 50 Fund Pie GraphIncome 50 Fund Growth And Income

Investment objective

The fund’s objective is to provide a medium risk portfolio, complementing other separately held fixed interest investments.

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 high dividend-paying growth assets – New Zealand shares.

Risk indicator

Income 50 Fund Risk Indicator Web
See the footnote that explains the risk indicator.*

Income 99 Fund

 Income 99 Fund Pie GraphIncome 99 Fund Growth And Income

Investment objective

The fund’s objective is to provide a higher risk portfolio, complementing other separately held fixed interest investments.

It aims to achieve returns – after fees but before tax – of at least 4% 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 almost entirely in high dividend-paying growth assets – New Zealand shares – with a small allocation to income assets.

Risk indicator

Income 99 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: Income Funds and Corporate Bond Fund (PDF 129kB)

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

Specialist 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.