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 276kB)

Booster Investment Scheme Product Disclosure Statement – Investment Series: Income Funds and Corporate Bond Fund (PDF 898kB)

Booster Investment Scheme Product Disclosure Statement – Investment Series: Multi-sector Funds (PDF 1344kB)

Booster Investment Scheme Product Disclosure Statement – Focus Series Fund (PDF 748kB)

Booster Investment Scheme 2 Product Disclosure Statement - Private Land and Property Fund (PDF 1.6MB)

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 329kB)

Booster System Terms and Conditions (PDF 368 kB)

Statement of Investment Policy and Objectives (PDF 506kB)

Responsible Investment Policy Statement (PDF 192kB)

Trust Deed (1.8MB)

Swap Agreement (PDF 291kB)

Annual Report 2021 (PDF 181kB)

Financial Statements 2021 – for year ended 31 March 2021 (PDF 859kB)

Other documents - Private Land and Property Fund

PLPF Unit prices (PDF 132kB)

PLPF Buying and selling FAQs (PDF 88kB)

Other Material Information (PDF 1.6MB)

Statement of Investment Policy and Objectives (PDF 172kB)

Trust Deed (PDF 1.3MB)

Annual Report 2021 (PDF 3.3MB)

Financial Statements 2021 – for year ended 31 March 2021 (PDF 2.5MB)

Risk profiler

Use Sorted's tool to help understand what kind of investor you are

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