Booster offers a range of Socially Responsible Investment (SRI) funds. These funds exclude investments which do not satisfy certain values-based investment criteria.
The fund’s objective is to provide relatively consistent returns, with some capital gains over the long term.
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.
The fund invests mainly in income assets, but includes some growth assets.
It currently excludes investments in directly held companies and managed fund investments where the underlying activities are principally involved in the tobacco, alcohol, gambling, armaments and fossil fuel industries.
While managed fund investments are researched relative to this criteria, in some cases they may include a small allocation to fossil fuels which is subject to ongoing monitoring of suitable alternatives.
The criteria for screening out these investments may be modified over time to reflect developments in the socially responsible investment arena.
See the footnote that explains the risk indicator.*
The fund’s objective is to provide an enhanced return over the long term through capital gains.
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.
The fund invests mainly in a more balanced mix of income assets and growth assets.
It currently excludes investments in directly held companies and managed fund investments where the underlying activities are principally involved in the tobacco, alcohol, gambling, armaments and fossil fuel industries.
While managed fund investments are researched relative to this criteria, in some cases they may include a small allocation to fossil fuels which is subject to ongoing monitoring of suitable alternatives.
The criteria for screening out these investments may be modified over time to reflect developments in the socially responsible investment arena.
See the footnote that explains the risk indicator.*
The fund’s objective is to maximise the potential for capital gains over the long term.
It aims to achieve returns – after fees but before tax – of at least 5% per year above inflation over any ten year period.
There will be significant movements up and down in the value of the fund.
The fund invests predominantly in growth assets, with little or no allocation to income assets.
It currently excludes investments in directly held companies and managed fund investments where the underlying activities are principally involved in the tobacco, alcohol, gambling, armaments and fossil fuel industries.
While managed fund investments are researched relative to this criteria, in some cases they may include a small allocation to fossil fuels which is subject to ongoing monitoring of suitable alternatives.
The criteria for screening out these investments may be modified over time to reflect developments in the socially responsible investment arena.
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.
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Do you think socially responsible funds aren't right for you? We offer a range of other funds that you might like to look into.
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