Income 99 Fund

Multi-sector income fund

Income 99 Fund Pie Graph
Income 99 Fund Growth And Income

Investment objective

The fund aims 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 10-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.

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: