Income 50 Fund

Multi-sector income fund

Income 50 Fund Pie Graph
Income 50 Fund Growth And Income

Investment objective

The fund aims 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 5-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.

Find out more

Download the Booster Investment Scheme Product Disclosure Statement – Investment Series: Income Funds and Corporate Bond Fund (PDF 166kB)

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 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

Risk level: