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 – single-sector

Within the Investment Series, Booster offers a range of single-sector income funds investing across New Zealand cash, bank deposits, and fixed interest.

These solutions offer competitive returns, and may serve as an alternative to bank on-call and term deposit accounts.

Enhanced Cash Portfolio

 Enhanced Income Fund Pie GraphEnhanced Income Fund Growth And Income

Investment objective

The fund’s objective is to provide a highly liquid 'on-call' deposit account.

It aims to achieve a rate of return that is comparable to or above similar 'on-call' bank deposit accounts.

Investment strategy

The fund invests entirely in income assets.

Risk indicator

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

Income Securities Portfolio

Income Securities Portfolio Pie GraphIncome Securities Portfolio Growth And Income

Investment objective

The fund’s objective is to provide both Call Class and Term Class Series options, offering better risk adjusted returns than can be achieved by investing directly in higher risk income investments.

It aims to achieve a rate of return equal to or ahead of the benchmark index – the 90-day wholesale bank bill rate.

Investment strategy

The fund invests entirely in income assets.

Risk indicator

 Income Securities Portfolio Risk Indicator

See the footnote that explains the risk indicator.*

Corporate Bond Fund

Corporate Bond Fund Pie GraphCorporate Bond Fund Growth And Income

Investment objective

The fund’s objective is to provide an enhancement to medium term bank term deposit returns 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 entirely in good quality fixed interest securities issued by New Zealand and global companies.

Any global investments are hedged back to New Zealand dollars.

Risk indicator

Corporate Bond Fund Risk Indicator

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: Enhanced Cash Portfolio and Income Securities Portfolio (PDF 125kB)

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.