Documents and forms
Booster Hero

Booster Investment Scheme documents

In this section, you'll find documents for the Booster Investment Scheme.

Quarterly updates

View the quarterly updates for each fund in the Booster Investment Scheme and Private Land and Property Fund.

Product Disclosure Statements

These are updated from time to time so they always have the latest information. You can read the latest Product Disclosure Statements below or find them in the Disclose Register. Choose ‘Search Offers’ and search for ‘Booster’ at https://disclose-register.companiesoffice.govt.nz.

Booster Investment Scheme Product Disclosure Statement – Investment Series: Enhanced Cash Portfolio and Income Securities Portfolio (PDF 286kB)

Booster Investment Scheme Product Disclosure Statement – Investment Series: Income Funds and Corporate Bond Fund (PDF 223kB)

Booster Investment Scheme Product Disclosure Statement – Investment Series: Multi-sector Funds (PDF 282kB)

Booster Investment Scheme Product Disclosure Statement – Focus Series Funds (PDF 232kB)

Booster Investment Scheme 2 Product Disclosure Statement - Private Land and Property Fund (PDF 3MB)

While risk indicators stated in the Product Disclosure Statements are usually relatively stable, they do shift from time to time. You can see the most recent risk indicator in the latest fund update for each fund on the quarterly fund updates page.

Other documents - Booster Investment Scheme

Other Material Information (PDF 336kB)

Booster System Terms and Conditions (PDF 368 kB)

Statement of Investment Policy and Objectives (PDF 293kB)

Responsible Investment Policy Statement (PDF 220kB)

Trust Deed (1.8MB)

Annual Report 2020 (PDF 834kB)

Financial Statements 2020 – for year ended 31 March 2020 (PDF 890kB)

Other documents - Private Land and Property Fund

PLPF Unit prices (PDF 174kB)

PLPF Buying and selling FAQs (PDF 88kB)

Other Material Information (PDF 951kB)

Statement of Investment Policy and Objectives (PDF 112kB)

Trust Deed (PDF 1.3MB)

Annual Report 2020 (PDF 1.2MB)

Financial Statements 2020 – for year ended 31 March 2020 (PDF 1,773kB)

Find out more

If you'd like more information or would like a copy of these documents:

  • call us on 0800 336 338
  • contact us
  • speak with your financial adviser.

Financial advice

If you’d like to talk with a professional financial adviser who can look at your situation, we can put you in touch with someone in your area.