Socially Responsible Moderate Fund
Suitable for you if: You’re planning to buy a house or retire in 3 plus years and are comfortable with your balance going slightly up and down from time to time if you get better returns. You want a fund that reflects your personal values.
Expected long term annual return (after fees, before tax)*
Suggested investment timeframe
Benefits
-
Restricts direct investments in 15 controversial activities
-
Assessed on ESG factors
-
Certified Socially Responsible fund
-
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Free accidental death cover for eligible members
-
No member fees on low balances
-
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Access to independent financial advice
-
mybooster app and online portal
-
/NZ_Digital_Green.svg)
Booster is NZ owned and operated
-
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Investment and KiwiSaver specialists
-
Fee discounts for high balances
Strategy, allocation and risk level
We aim to achieve this by investing mainly in income assets, while including a moderate allocation of growth assets, and the application of our Responsible Investment Policy.
| Fund asset allocation | Risk indicator |
|---|---|
40%Growth Assets 60%Income Assets |
4
|
Where would my money be invested in?
NZ: Shares, Fixed Interest, Term Deposits, Property
Global: Shares, Fixed Interest, Term Deposits, Property
Fees
Two types of charges apply:
-
A member fee of $3 per month aside from the Default Saver fund that has no member fee
-
An annual fund charge: percentage based
1.09%
Annual fund charge (estimated total)
Socially Responsible Balanced Fund
Suitable for you if: You’re planning to buy a house or retire in 5 plus years and are comfortable with your balance going slightly up and down from time to time if you get better returns. You want a fund that reflects your personal values.
Expected long term annual return (after fees, before tax)*
Suggested investment timeframe
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Benefits
-
Restricts direct investments in 15 controversial activities
-
Assessed on ESG factors
-
Certified Socially Responsible fund
-
Free accidental death cover for eligible members
-
No member fees on low balances
-
Access to independent financial advice
-
mybooster app and online portal
-
Booster is NZ owned and operated
-
Investment and KiwiSaver specialists
-
Fee discounts for high balances
Strategy, allocation and risk level
We aim to achieve this by investing in a mix of income and growth assets, and the application of our Responsible Investment Policy.
| Fund asset allocation | Risk indicator |
|---|---|
60%Growth Assets 40%Income Assets |
4
|
Where would my money be invested in?
NZ: Shares, Fixed Interest, Cash, Term Deposits, Listed Property
Global: Shares, Fixed Interest, Listed Property
Fees
Two types of charges apply:
-
A member fee of $3 per month aside from the Default Saver fund that has no member fee
-
An annual fund charge: percentage based
1.22%
Annual fund charge (estimated total)
Socially Responsible Growth Fund
Suitable for you if: you’re planning to buy a house or retire in 7 plus years and are comfortable with your balance going up and down a lot if it means you might get much better returns. You want a fund that reflects your personal values.
Expected long term annual return (after fees, before tax)*
Suggested investment timeframe
Benefits
-
Restricts direct investments in 15 controversial activities
-
Assessed on ESG factors
-
Certified Socially Responsible fund
-
Free accidental death cover for eligible members
-
No member fees on low balances
-
Access to independent financial advice
-
mybooster app and online portal
-
Investment and KiwiSaver specialists
-
Booster is NZ owned and operated
-
Fee discounts for high balances
Strategy, allocation and risk level
We aim to achieve this by investing primarily in growth assets, with a moderate allocation of income assets, and the application of our Responsible Investment Policy.
| Fund asset allocation | Risk indicator |
|---|---|
80%Growth Assets 20%Income Assets |
5
|
Where would my money be invested in?
NZ: Shares, Fixed Interest, Term Deposits, Listed Property
Global: Shares, Fixed Interest, Listed Property
Fees
Two types of charges apply:
-
A member fee of $3 per month aside from the Default Saver fund that has no member fee
-
An annual fund charge: percentage based
1.23%
Annual fund charge (estimated total)
Socially Responsible High Growth Fund
Suitable for you if: you’re planning to buy a house or retire in 10 plus years and are comfortable with your balance going up and down a lot if it means you might get much better returns. You want a fund that reflects your personal values.
Expected long term annual return (after fees, before tax)*
Suggested investment timeframe
Benefits
-
Restricts direct investments in 15 controversial activities
-
Assessed on ESG factors
-
Certified Socially Responsible fund
-
Free accidental death cover for eligible members
-
No member fees on low balances
-
Access to independent financial advice
-
mybooster app and online portal
-
Investment and KiwiSaver specialists
-
Booster is NZ owned and operated
-
Fee discounts for high balances
Strategy, allocation and risk level
We aim to achieve this by investing predominantly in growth assets, with little or no allocation to income assets, and the application of our Responsible Investment Policy.
| Fund asset allocation | Risk indicator |
|---|---|
99%Growth Assets 1%Income Assets |
5
|
Where would my money be invested in?
NZ: Shares, Fixed Interest, Term Deposits, Listed Property
Global: Shares, Fixed Interest, Listed Property
Fees
Two types of charges apply:
-
A member fee of $3 per month aside from the Default Saver fund that has no member fee
-
An annual fund charge: percentage based
1.24%
Annual fund charge (estimated total)
Socially Responsible Geared Growth Fund
Suitable for you if: you’re planning to buy a house or retire in 15 plus years and are comfortable with your balance going up and down a lot if it means you might get much better returns. You want a fund that reflects your personal values.
Expected long term annual return (after fees, before tax)*
Suggested investment timeframe
Benefits
-
Restricts direct investments in 15 controversial activities
-
Assessed on ESG factors
-
Certified socially responsible fund
-
Free accidental death cover for eligible members
-
No member fees on low balances
-
Access to independent financial advice
-
mybooster app and online portal
-
Investment and KiwiSaver specialists
-
Booster is NZ owned and operated
-
Fee discounts for high balances
Strategy, allocation and risk level
We aim to achieve this by investing predominantly in growth assets, with little or no allocation to income assets, and the use of leverage to provide increased exposure, and the application of our Responsible Investment Policy.
| Fund asset allocation | Risk indicator |
|---|---|
99%Growth Assets 1%Income Assets |
6
|
Where would my money be invested in?
NZ: Shares, Cash, Listed Property
Global: Shares, Listed Property
Fees
Two types of charges apply:
-
A member fee of $3 per month aside from the Default Saver fund that has no member fee
-
An annual fund charge: percentage based
1.65%
Annual fund charge (estimated total)
Benefits
-
Restricts direct investments in 15 controversial activities
-
Assessed on ESG factors
-
Certified Socially Responsible fund
-
Free accidental death cover for eligible members
-
No member fees on low balances
-
Access to independent financial advice
-
mybooster app and online portal
-
Booster is NZ owned and operated
-
Investment and KiwiSaver specialists
-
Fee discounts for high balances
-
Restricts direct investments in 15 controversial activities
-
Assessed on ESG factors
-
Certified Socially Responsible fund
-
Free accidental death cover for eligible members
-
No member fees on low balances
-
Access to independent financial advice
-
mybooster app and online portal
-
Booster is NZ owned and operated
-
Investment and KiwiSaver specialists
-
Fee discounts for high balances
-
Restricts direct investments in 15 controversial activities
-
Assessed on ESG factors
-
Certified Socially Responsible fund
-
Free accidental death cover for eligible members
-
No member fees on low balances
-
Access to independent financial advice
-
mybooster app and online portal
-
Investment and KiwiSaver specialists
-
Booster is NZ owned and operated
-
Fee discounts for high balances
-
Restricts direct investments in 15 controversial activities
-
Assessed on ESG factors
-
Certified Socially Responsible fund
-
Free accidental death cover for eligible members
-
No member fees on low balances
-
Access to independent financial advice
-
mybooster app and online portal
-
Investment and KiwiSaver specialists
-
Booster is NZ owned and operated
-
Fee discounts for high balances
-
Restricts direct investments in 15 controversial activities
-
Assessed on ESG factors
-
Certified socially responsible fund
-
Free accidental death cover for eligible members
-
No member fees on low balances
-
Access to independent financial advice
-
mybooster app and online portal
-
Investment and KiwiSaver specialists
-
Booster is NZ owned and operated
-
Fee discounts for high balances
Strategy, allocation and risk level
Fees
Two types of charges apply:
-
A member fee of $3 per month aside from the Default Saver fund that has no member fee
-
An annual fund charge: percentage based
*Expected returns (before tax, and after estimated fund charge) are calculated based on Booster’s long-run expectations for investment markets and fund performance and are not a guarantee of future results. The expected returns are an estimate of the long run average annual return of the fund and actual returns will vary across different timeframes. The expected returns calculation is reviewed periodically and is based on various assumptions. The expected returns do not take into account any fees you may have agreed with your financial adviser.
Socially Responsible Moderate Fund
Suitable for you if: You’re planning to buy a house or retire in 3 plus years and are comfortable with your balance going slightly up and down from time to time if you get better returns. You want a fund that reflects your personal values.
Expected long term annual return (after fees, before tax)
Suggested investment timeframe
Socially Responsible Balanced Fund
Suitable for you if: You’re planning to buy a house or retire in 5 plus years and are comfortable with your balance going slightly up and down from time to time if you get better returns. You want a fund that reflects your personal values.
Expected long term annual return (after fees, before tax)
Suggested investment timeframe
Socially Responsible Growth Fund
Suitable for you if: you’re planning to buy a house or retire in 7 plus years and are comfortable with your balance going up and down a lot if it means you might get much better returns. You want a fund that reflects your personal values.
Expected long term annual return (after fees, before tax)
Suggested investment timeframe
Socially Responsible High Growth Fund
Suitable for you if: you’re planning to buy a house or retire in 10 plus years and are comfortable with your balance going up and down a lot if it means you might get much better returns. You want a fund that reflects your personal values.
Expected long term annual return (after fees, before tax)
Suggested investment timeframe
Socially Responsible Geared Growth Fund
Suitable for you if: you’re planning to buy a house or retire in 15 plus years and are comfortable with your balance going up and down a lot if it means you might get much better returns. You want a fund that reflects your personal values.
Expected long term annual return (after fees, before tax)
Suggested investment timeframe
Benefits
-
Restricts direct investments in 15 controversial activities
-
Assessed on ESG factors
-
Certified Socially Responsible fund
-
Free accidental death cover for eligible members
-
No member fees on low balances
-
Access to independent financial advice
-
mybooster app and online portal
-
Booster is NZ owned and operated
-
Investment and KiwiSaver specialists
-
Fee discounts for high balances
-
Restricts direct investments in 15 controversial activities
-
Assessed on ESG factors
-
Certified Socially Responsible fund
-
Free accidental death cover for eligible members
-
No member fees on low balances
-
Access to independent financial advice
-
mybooster app and online portal
-
Booster is NZ owned and operated
-
Investment and KiwiSaver specialists
-
Fee discounts for high balances
-
Restricts direct investments in 15 controversial activities
-
Assessed on ESG factors
-
Certified Socially Responsible fund
-
Free accidental death cover for eligible members
-
No member fees on low balances
-
Access to independent financial advice
-
mybooster app and online portal
-
Investment and KiwiSaver specialists
-
Booster is NZ owned and operated
-
Fee discounts for high balances
-
Restricts direct investments in 15 controversial activities
-
Assessed on ESG factors
-
Certified Socially Responsible fund
-
Free accidental death cover for eligible members
-
No member fees on low balances
-
Access to independent financial advice
-
mybooster app and online portal
-
Investment and KiwiSaver specialists
-
Booster is NZ owned and operated
-
Fee discounts for high balances
-
Restricts direct investments in 15 controversial activities
-
Assessed on ESG factors
-
Certified socially responsible fund
-
Free accidental death cover for eligible members
-
No member fees on low balances
-
Access to independent financial advice
-
mybooster app and online portal
-
Investment and KiwiSaver specialists
-
Booster is NZ owned and operated
-
Fee discounts for high balances
Strategy, allocation and risk level
We aim to achieve this by investing mainly in income assets, while including a moderate allocation of growth assets, and the application of our Responsible Investment Policy.
| Fund asset allocation | Risk indicator |
|---|---|
40%Growth Assets 60%Income Assets |
4
|
Where would my money be invested in?
NZ: Shares, Fixed Interest, Term Deposits, Property
Global: Shares, Fixed Interest, Term Deposits, Property
We aim to achieve this by investing in a mix of income and growth assets, and the application of our Responsible Investment Policy.
| Fund asset allocation | Risk indicator |
|---|---|
60%Growth Assets 40%Income Assets |
4
|
Where would my money be invested in?
NZ: Shares, Fixed Interest, Cash, Term Deposits, Listed Property
Global: Shares, Fixed Interest, Listed Property
We aim to achieve this by investing primarily in growth assets, with a moderate allocation of income assets, and the application of our Responsible Investment Policy.
| Fund asset allocation | Risk indicator |
|---|---|
80%Growth Assets 20%Income Assets |
5
|
Where would my money be invested in?
NZ: Shares, Fixed Interest, Term Deposits, Listed Property
Global: Shares, Fixed Interest, Listed Property
We aim to achieve this by investing predominantly in growth assets, with little or no allocation to income assets, and the application of our Responsible Investment Policy.
| Fund asset allocation | Risk indicator |
|---|---|
99%Growth Assets 1%Income Assets |
5
|
Where would my money be invested in?
NZ: Shares, Fixed Interest, Term Deposits, Listed Property
Global: Shares, Fixed Interest, Listed Property
We aim to achieve this by investing predominantly in growth assets, with little or no allocation to income assets, and the use of leverage to provide increased exposure, and the application of our Responsible Investment Policy.
| Fund asset allocation | Risk indicator |
|---|---|
99%Growth Assets 1%Income Assets |
6
|
Where would my money be invested in?
NZ: Shares, Cash, Listed Property
Global: Shares, Listed Property
Fees
Two types of charges apply:
-
A member fee of $3 per month aside from the Default Saver fund that has no member fee
-
An annual fund charge: percentage based
1.09%
Annual fund charge (estimated total)
1.22%
Annual fund charge (estimated total)
1.23%
Annual fund charge (estimated total)
1.24%
Annual fund charge (estimated total)
1.65%
Annual fund charge (estimated total)