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 133kB)

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.

Risk level: