Quarterly fund updates

View and download quarterly updates for each fund in the Booster KiwiSaver Scheme.

Quarter ending 31 December 2018

Asset Class Conservative Fund (PDF 92KB)

Asset Class Balanced Fund (PDF 82KB)

Asset Class Growth Fund (PDF 90KB)

Balanced Fund (PDF 104KB)

Balanced Growth Fund (PDF 102KB)

Capital Guaranteed Fund (PDF 92KB)

Default Saver Fund (PDF 108KB)

Enhanced Income Fund (PDF 92KB)

Geared Growth Fund (PDF 103KB)

High Growth Fund (PDF 103KB)

International Share Fund (PDF 91KB)

Moderate Fund (PDF 103KB)

Shielded Growth Fund (PDF 92KB)

Socially Responsible Investment Balanced Fund (PDF 93KB)

Socially Responsible Investment Growth Fund (PDF 94KB)

Trans-Tasman Share Fund (PDF 92KB)

Quarter ending 30 September 2018

Asset Class Conservative Fund (PDF 106KB)

Asset Class Balanced Fund (PDF 108KB)

Asset Class Growth Fund (PDF 105KB)

Balanced Fund (PDF 119KB)

Balanced Growth Fund (PDF 117KB)

Capital Guaranteed Fund (PDF 107KB)

Default Saver Fund (PDF 130KB)

Enhanced Income Fund (PDF 107KB)

Geared Growth Fund (PDF 118KB)

High Growth Fund (PDF 118KB)

International Share Fund (PDF 106KB)

Moderate Fund (PDF 118KB)

Shielded Growth Fund (PDF 107KB)

Socially Responsible Investment Balanced Fund (PDF 108KB)

Socially Responsible Investment Growth Fund (PDF 109KB)

Trans-Tasman Share Fund (PDF 106KB)

Quarter ending 30 June 2018

Asset Class Conservative Fund (PDF 113KB)

Asset Class Balanced Fund (PDF 104KB)

Asset Class Growth Fund (PDF 112KB)

Balanced Fund (PDF 118KB)

Balanced Growth Fund (PDF 117KB)

Capital Guaranteed Fund (PDF 107KB)

Default Saver Fund (PDF 130KB)

Enhanced Income Fund (PDF 107KB)

Geared Growth Fund (PDF 118KB)

High Growth Fund (PDF 118KB)

International Share Fund (PDF 106KB)

Moderate Fund (PDF 118KB)

Shielded Growth Fund (PDF 106KB)

Socially Responsible Investment Balanced Fund (PDF 108KB)

Socially Responsible Investment Growth Fund (PDF 109KB)

Trans-Tasman Share Fund (PDF 107KB)

Quarter ending 31 March 2018

Asset Class Conservative Fund (PDF 313KB)

Asset Class Balanced Fund (PDF 325KB)

Asset Class Growth Fund (PDF 314KB)

Balanced Fund (PDF 340KB)

Balanced Growth Fund (PDF 322KB)

Capital Guaranteed Fund (PDF 316KB)

Default Saver Fund (PDF 334KB)

Enhanced Income Fund (PDF 315KB)

Geared Growth Fund (PDF 323KB)

High Growth Fund (PDF 324KB)

International Share Fund (PDF 315KB)

Moderate Fund (323KB)

Options Fund (PDF 316KB)

Socially Responsible Investment Balanced Fund (PDF 368KB)

Socially Responsible Investment Growth Fund (PDF 337KB)

Trans-Tasman Share Fund (PDF 331KB)

Quarter ending 31 December 2017

Asset Class Conservative Fund (PDF 97KB)

Asset Class Balanced Fund (PDF 105KB)

Asset Class Growth Fund (PDF 328KB)

Balanced Fund (PDF 135KB)

Balanced Growth Fund (PDF 135KB)

Capital Guaranteed Fund (PDF 132KB)

Default Saver Fund (PDF 140KB)

Enhanced Income Fund (PDF 129KB)

Geared Growth Fund (PDF 136KB)

High Growth Fund (PDF 135KB)

Moderate Fund (PDF 318kB)

International Share Fund (PDF 130KB)

Options Fund (PDF 129KB)

Socially Responsible Investment Balanced Fund (PDF 132KB)

Socially Responsible Investment Growth Fund (PDF 132KB)

Trans-Tasman Share Fund (PDF 129KB)

Quarter ending 30 September 2017

Asset Class Conservative Fund (PDF 97KB)

Asset Class Balanced Fund (PDF 105KB)

Asset Class Growth Fund (PDF 328KB)

Balanced Fund (PDF 135KB)

Balanced Growth Fund (PDF 135KB)

Capital Guaranteed Fund (PDF 132KB)

Default Saver Fund (PDF 140KB)

Enhanced Income Fund (PDF 129KB)

Geared Growth Fund (PDF 136KB)

High Growth Fund (PDF 135KB)

International Share Fund (PDF 130KB)

Moderate Fund (PDF 135KB)

Options Fund (PDF 129KB)

Socially Responsible Investment Balanced Fund (PDF 132KB)

Socially Responsible Investment Growth Fund (PDF 132KB)

Trans-Tasman Share Fund (PDF 129KB)

Quarter ending 30 June 2017

Asset Class Conservative Fund (PDF 131KB)

Asset Class Growth Fund (PDF 131KB)

Balanced Fund (PDF 135KB)

Balanced Growth Fund (PDF 135KB)

Capital Guaranteed Fund (PDF 132KB)

Default Fund (PDF 140KB)

Enhanced Income Fund (PDF 129KB)

Geared Growth Fund (PDF 136KB)

High Growth Fund (PDF 135KB)

International Share Fund (PDF 130KB)

Moderate Fund (PDF 135KB)

Options Fund (PDF 129KB)

Socially Responsible Investment Balanced Fund (PDF 132KB)

Socially Responsible Investment Growth Fund (PDF 132KB)

Trans-Tasman Share Fund (PDF 129KB)

Quarter ending 31 March 2017

Asset Class Conservative Fund (PDF 360KB)

Asset Class Growth Fund (PDF 305KB)

Balanced Fund (PDF 346KB)

Balanced Growth Fund (PDF 314KB)

Capital Guaranteed Fund (PDF 339KB)

Default Fund (PDF 329KB)

Enhanced Income Fund (PDF 348KB)

Geared Growth Fund (PDF 316KB)

High Growth Fund (PDF 340KB)

International Share Fund (PDF 333KB)

Moderate Fund (PDF 345KB)

Options Fund (PDF 298KB)

Socially Responsible Investment Balanced Fund (PDF 335KB)

Socially Responsible Investment Growth Fund (PDF 309KB)

Trans-Tasman Share Fund (PDF 305KB)

Quarter ending 31 December 2016

Asset Class Conservative Fund (PDF 395KB)

Asset Class Growth Fund (PDF 367KB)

Balanced Fund (PDF 396KB)

Balanced Growth Fund (PDF 379KB)

Capital Guaranteed Fund (PDF 312KB)

Default Fund (PDF 318KB)

Enhanced Income Fund (PDF 376KB)

Geared Growth Fund (PDF 378KB)

High Growth Fund (PDF 380KB)

International Share Fund (PDF 377KB)

Moderate Fund (PDF 390KB)

Options Fund (PDF 307KB)

Socially Responsible Investment Balanced Fund (PDF 397KB)

Socially Responsible Investment Growth Fund (PDF 381KB)

Trans-Tasman Share Fund (PDF 312KB)

Quarter ending 30 September 2016

Asset Class Conservative Fund

Asset Class Growth Fund

Balanced Fund

Balanced Growth Fund

Capital Guaranteed Fund

Default Fund

Enhanced Income Fund

Geared Growth Fund

High Growth Fund

International Share Fund

Moderate Fund

Options Fund

Socially Responsible Investment Balanced Fund

Socially Responsible Investment Growth Fund

Trans-Tasman Share Fund