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

Socially responsible funds

Booster offers a range of Socially Responsible Investment (SRI) funds. These funds exclude investments which do not satisfy certain values-based investment criteria.

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Booster’s SRI funds have been certified by RIAA according to the strict operational and disclosure practices required under the Responsible Investment Certification Program.

See www.responsibleinvestment.org for details.**

Socially Responsible Conservative Fund

Socially Responsible Conservative Fund Pie GraphSocially Responsible Conservative Fund Growth And Income

Investment objective

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.

Investment strategy

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.

Risk indicator

 Socially Responsible Conservative Fund Risk Indicator

See the footnote that explains the risk indicator.*

Socially Responsible Balanced Fund

Socially Responsible Investment Balanced Fund Pie GraphSocially Responsible Investment Balanced Fund Growth And Income

Investment objective

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.

Investment strategy

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.

Risk indicator

 Socially Responsible Balanced Fund Risk Indicator

See the footnote that explains the risk indicator.*

Socially Responsible High Growth Fund

Socially Responsible High Growth Fund Pie GraphSocially Responsible High Growth Fund Growth And Income

Investment objective

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.

Investment strategy

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.

Risk indicator

Socially Responsible High Growth 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.

** The Responsible Investment Certification Program does not constitute financial product advice. Neither the Certification Symbol nor RIAA recommends to any person that any financial product is a suitable investment or that returns are guaranteed. Appropriate professional advice should be sought prior to making an investment decision. RIAA does not hold an Australian Financial Services Licence.

Find out more

Download the Booster Investment Scheme Product Disclosure Statement – Investment Series: Multi-sector Funds (PDF 301kB)

Booster investment funds

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.

Focus 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.