Quarterly fund updates

Review the quarterly summaries for each fund in the Booster SuperScheme.

The Quarterly Fund Updates of the quarters previous to those listed below can be found on the Disclose Register.  Chose ‘Search Offers’ and search for ‘Booster’ at https://disclose-register.companiesoffice.govt.nz/

Quarter ending 30 September 2021

Balanced Portfolio (PDF 105kB)

Cash Portfolio (PDF 93kB)

Conservative Portfolio (PDF 107kB)

Growth Portfolio (PDF 106kB)

High Growth Portfolio (PDF 105kB)

Shielded Growth Portfolio (PDF 105kB)

Socially Responsible Balanced Portfolio (PDF 98kB)

Socially Responsible High Growth Portfolio (PDF 94kB)

Sterling Cash Portfolio (PDF 95kB)

Sterling International Share Portfolio (PDF 91kB)

Sterling Socially Responsible Balanced Portfolio (PDF 94kB)

Quarter ending 30 June 2021

Balanced Portfolio (PDF 106kB)

Cash Portfolio (PDF 93kB)

Conservative Portfolio (PDF 107kB)

Growth Portfolio (PDF 106kB)

High Growth Portfolio (PDF 105kB)

Shielded Growth Portfolio (PDF 105kB)

Socially Responsible Balanced Portfolio (PDF 99kB)

Socially Responsible High Growth Portfolio (PDF 93kB)

Sterling Cash Portfolio (PDF 95kB)

Sterling International Share Portfolio (PDF 91kB)

Sterling Socially Responsible Balanced Portfolio (PDF 94kB)

Quarter ending 31 March 2021

Balanced Portfolio (PDF 106kB)

Cash Portfolio (PDF 94kB)

Conservative Portfolio (PDF 107kB)

Growth Portfolio (PDF 108kB)

High Growth Portfolio (PDF 105kB)

Shielded Growth Portfolio (PDF 105kB)

Socially Responsible Balanced Portfolio (PDF 107kB)

Socially Responsible High Growth Portfolio (PDF 93kB)

Sterling Cash Portfolio (PDF 96kB)

Sterling International Share Portfolio (PDF 91kB)

Sterling Socially Responsible Balanced Portfolio (PDF 80kB)

Quarter ending 31 December 2020

Balanced Portfolio (PDF 107kB)

Cash Portfolio (PDF 93kB)

Conservative Portfolio (PDF 109kB)

Growth Portfolio (PDF 107kB)

High Growth Portfolio (PDF 107kB)

Shielded Growth Portfolio (PDF 106kB)

Socially Responsible Balanced Portfolio (PDF 103kB)

Socially Responsible High Growth Portfolio (PDF 93kB)

Sterling Cash Portfolio (PDF 95kB)

Sterling International Share Portfolio (PDF 90kB)

Sterling Socially Responsible Balanced Portfolio (PDF 95kB)

Quarter ending 30 September 2020

Aggressive Portfolio (PDF 102kB)

Balanced Portfolio (PDF 102kB)

Cash Portfolio (PDF 88kB)

Conservative Portfolio (PDF 104kB)

Growth Portfolio (PDF 102kB)

International Share Portfolio (PDF 89kB)

NZ & Australian Shares Portfolio (PDF 90kB)

Shielded Growth Portfolio (PDF 101kB)

Socially Responsible Balanced Portfolio (PDF 98kB)

Sterling Cash Portfolio (PDF 90kB)

Sterling International Share Portfolio (PDF 85kB)

Quarter ending 30 June 2020

Aggressive Portfolio (PDF 144kB)

Balanced Portfolio (PDF 143kB)

Cash Portfolio (PDF 115kB)

Conservative Portfolio (PDF 144kB)

Growth Portfolio (PDF 142kB)

International Shares Portfolio (PDF 116kB)

NZ & Australian Shares Portfolio (PDF 116kB)

Shielded Growth Portfolio (PDF 140kB)

Socially Responsible Balanced Portfolio (PDF 139kB)

Sterling Cash Portfolio (PDF 114kB)

Sterling International Shares Portfolio (PDF 109kB)

Quarter ending 31 March 2020

Aggressive Portfolio (PDF 198kB)

Balanced Portfolio (PDF 199kB)

Cash Portfolio (PDF 177kB)

Conservative Portfolio (PDF 198kB)

Growth Portfolio (PDF 198kB)

International Shares Portfolio (PDF 178kB)

Mortgage Portfolio (PDF 182kB)

NZ & Australian Shares Portfolio (PDF 178kB)

NZ Fixed Interest Portfolio (183kB)

Property Portfolio (179kB)

Shielded Growth Portfolio (PDF 197kB)

Socially Responsible Balanced Portfolio (PDF 193kB)

Sterling Cash Portfolio (PDF 185kB)

Sterling International Shares Portfolio (PDF 174kB)

Quarter ending 31 December 2019

Aggressive Portfolio (PDF 101kB)

Balanced Portfolio (PDF 102kB)

Cash Portfolio (PDF 89kB)

Conservative Portfolio (PDF 102kB)

Growth Portfolio (PDF 101kB)

International Shares Portfolio (PDF 89kB)

NZ & Australian Shares Portfolio (PDF 89kB)

Shielded Growth Portfolio (PDF 92kB)

Socially Responsible Balanced Portfolio (PDF 99kB)

Sterling Cash Portfolio (PDF 106kB)

Sterling International Shares Portfolio (PDF 85kB)

Quarter ending 30 September 2019

Aggressive Portfolio (PDF 102kB)

Balanced Portfolio (PDF 102kB)

Cash Portfolio (PDF 90kB)

Conservative Portfolio (PDF 103kB)

Growth Portfolio (PDF 102kB)

International Shares Portfolio (PDF 90kB)

NZ & Australian Shares Portfolio (PDF 90kB)

Shielded Growth Portfolio (PDF 94kB)

Socially Responsible Balanced Portfolio (PDF 99kB)

Sterling Cash Portfolio (PDF 96kB)

Sterling International Shares Portfolio (PDF 86kB)

Quarter ending 30 June 2019

Aggressive Portfolio (PDF 102kB)

Balanced Portfolio (PDF 103kB)

Cash Portfolio (PDF 90kB)

Conservative Portfolio (PDF 103kB)

Growth Portfolio (PDF 102kB)

International Shares Portfolio (PDF 90kB)

NZ & Australian Shares Portfolio (PDF 90kB)

Shielded Growth Portfolio (PDF 93kB)

Socially Responsible Balanced Portfolio (PDF 99kB)

Sterling Cash Portfolio (PDF 96kB)

Sterling International Shares Portfolio (PDF 86kB)

Quarter ending 31 March 2019

Aggressive Portfolio (PDF 101kB)

Balanced Portfolio (PDF 101kB)

Cash Portfolio (PDF 89kB)

Conservative Portfolio (PDF 102kB)

Growth Portfolio (PDF 101kB)

International Shares Portfolio (PDF 89kB)

Mortgage Portfolio (PDF 91kB)

NZ & Australian Shares Portfolio (PDF 89kB)

NZ Fixed Interest Portfolio (92kB)

Property Portfolio (90kB)

Shielded Growth Portfolio (PDF 92kB)

Socially Responsible Balanced Portfolio (PDF 99kB)

Sterling Cash Portfolio (PDF 89kB)

Sterling International Shares Portfolio (PDF 85kB)

Quarter ending 31 December 2018

Aggressive Portfolio (PDF 100kB)

Balanced Portfolio (PDF 101kB)

Cash Portfolio (PDF 88kB)

Conservative Portfolio (PDF 101kB)

Growth Portfolio (PDF 100kB)

International Shares Portfolio (PDF 89kB)

NZ & Australian Shares Portfolio (PDF 89kB)

Shielded Growth Fund (PDF 93kB)

Socially Responsible Balanced Portfolio (PDF 99kB)

Sterling Cash Portfolio (PDF 83kB)

Sterling International Shares Portfolio (PDF 85kB)

Quarter ending 30 September 2018

Aggressive Portfolio (PDF 115kB)

Balanced Portfolio (PDF 116kB)

Cash Portfolio (PDF 103kB)

Conservative Portfolio (PDF 116kB)

Growth Portfolio (PDF 115kB)

International Shares Portfolio (PDF 104kB)

NZ & Australian Shares Portfolio (PDF 104kB)

Shielded Growth Fund (PDF 98kB)

Socially Responsible Balanced Portfolio (PDF 114kB)

Sterling Cash Portfolio (PDF 97kB)

Sterling International Shares Portfolio (PDF 100kB)

Quarter ending 30 June 2018

Aggressive Portfolio (PDF 114kB)

Balanced Portfolio (PDF 115kB)

Cash Portfolio (PDF 103kB)

Conservative Portfolio (PDF 115kB)

Growth Portfolio (PDF 115kB)

International Shares Portfolio (PDF 104kB)

NZ & Australian Shares Portfolio (PDF 104kB)

Shielded Growth Fund (PDF 97kB)

Socially Responsible Balanced Portfolio (PDF 114kB)

Sterling Cash Portfolio (PDF 98kB)

Sterling International Shares Portfolio (PDF kB)

Quarter ending 31 March 2018

Aggressive Portfolio (PDF 453kB)

Balanced Portfolio (PDF 420kB)

Cash Portfolio (PDF 399kB)

Conservative Portfolio (PDF 282kb)

Growth Portfolio (PDF 413kB)

International Shares Portfolio (PDF 400kB)

Mortgage Portfolio (PDF 434kB)

NZ & Australian Shares Portfolio (PDF 402kB)

NZ Fixed Interest Portfolio (PDF 442kB)

Property Portfolio (PDF 445kB)

Options Portfolio (PDF 398kB)

Socially Responsible Balanced Portfolio (PDF 401kB)

Sterling Cash Portfolio (PDF 394kB)

Sterling International Shares Portfolio (PDF 397kB)