Boosted from the get-go
  • Unhappy Young Woman Bicycle Booster Kiwisaver Scheme
  • Unhappy Young Woman Bicycle Booster Kiwisaver Scheme
  • Smiling Young Woman Scooter Booster Kiwisaver Scheme

Socially responsible investment funds

Since our beginnings in 1998, Booster has offered a range of 'ethical' investment portfolio options. These exclude direct investments in companies with a significant part of their business activities in or earnings from activities that are considered to have negative social impacts.

Booster is one of only a few KiwiSaver providers to offer New Zealand-managed socially responsible investment (SRI) funds. You can read our responsible investment policy.

SRI funds are likely to suit savers looking for an investment that reflects their personal values.

Booster KiwiSaver Scheme SRI funds

  • Socially Responsible Investing green icon

    SRI Balanced Fund

    This fund aims to provide savers with an investment that reflects their personal values and offers a potentially medium level of returns.
  • Socially Responsible Investing green icon

    SRI Growth Fund

    This fund aims to provide savers with an investment that reflects their personal values and offers a potentially high level of returns, but with more risk than the Balanced Fund.

What is socially responsible investing?

Socially responsible investing (SRI) normally chooses investments using both:

  • normal financial considerations
  • consideration of a company's activities to fix or reduce any negative effects of its business on the wider community and environment.

Screening industries and companies

SRI usually uses a screening process to avoid selecting certain companies or industries that, overall, are assessed as having a negative impact on society.

At an industry level, this often rules out industries associated with:

  • gambling
  • alcohol
  • armaments
  • tobacco
  • fossil fuels.

RIAA certification

Certified Ri Rgb Transparent Resize5

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

See www.responsibleinvestment.org for details.*

* 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 KiwiSaver Scheme Responsible Investing Policy Statement (PDF 276Kb)

Booster KiwiSaver Scheme Product Disclosure Statement – Socially Responsible Investment Funds (PDF195kB)

Booster investment funds

If a socially responsible investment fund isn't right for you, look at:

Conservative funds

Balanced funds

Growth funds