Booster Investment Scheme documents
In this section, you'll find documents for the Booster Investment Scheme.
Product Disclosure Statements
These are updated regularly to ensure we can provide the most recent information. You can read the latest Product Disclosure Statements below or find them in the Disclose Register. Choose ‘Search Offers’ and search for ‘Booster’.
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 in the relevant Quarterly Fund update.
Quarterly fund updates
Review the quarterly summaries for each fund in the Booster Investment Scheme.
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/
Fund holdings for each fund can also be found on the Disclose Register. Choose ‘Search Offers’ and search for ‘Booster’ at https://disclose-register.companiesoffice.govt.nz.
Booster Investment Scheme
Investment Series
Growth funds
Income funds – multi-sector
Income funds – single-sector
Socially responsible funds
Socially Responsible Moderate Fund
Socially Responsible Balanced Fund
Socially Responsible Growth Fund
Socially Responsible High Growth Fund
Focus Series
Booster Investment Scheme 2
Private Land and Property Fund
Booster Investment Scheme
Investment Series
Growth funds
Income funds – multi-sector
Income funds – single-sector
Socially responsible funds
Socially Responsible Moderate Fund
Socially Responsible Balanced Fund
Socially Responsible Growth Fund
Socially Responsible High Growth Fund
Focus Series
Booster Investment Scheme 2
Private Land and Property Fund
Booster Investment Scheme
Investment Series
Growth funds
Income funds – multi-sector
Income funds – single-sector
Socially responsible funds
Socially Responsible Moderate Fund
Socially Responsible Balanced Fund
Socially Responsible Growth Fund
Socially Responsible High Growth Fund
Focus Series
Booster Investment Scheme 2
Private Land and Property Fund
Booster Investment Scheme
Investment Series
Growth funds
Income funds – multi-sector
Income funds – single-sector
Socially responsible funds
Socially Responsible Moderate Fund
Socially Responsible Balanced Fund
Socially Responsible Growth Fund
Socially Responsible High Growth Fund
Focus Series
Booster Investment Scheme 2
Private Land and Property Fund
Booster Investment Scheme
Investment Series
Growth funds
Income funds – multi-sector
Income funds – single-sector
Socially responsible funds
Socially Responsible Moderate Fund
Socially Responsible Balanced Fund
Socially Responsible Growth Fund
Socially Responsible High Growth Fund
Focus Series
Booster Investment Scheme 2
Private Land and Property Fund
Booster Investment Scheme
Investment Series
Growth funds
Income funds – multi-sector
Income funds – single-sector
Socially responsible funds
Socially Responsible Moderate Fund
Socially Responsible Balanced Fund
Socially Responsible Growth Fund
Socially Responsible High Growth Fund
Focus Series
Booster Investment Scheme 2
Private Land and Property Fund
Booster Investment Scheme
Investment Series
Growth funds
Income funds – multi-sector
Income funds – single-sector
Socially responsible funds
Socially Responsible Moderate Fund
Socially Responsible Balanced Fund
Socially Responsible Growth Fund
Socially Responsible High Growth Fund
Focus Series
Booster Investment Scheme 2
Private Land and Property Fund
Booster Investment Scheme
Investment Series
Growth funds
Income funds – multi-sector
Income funds – single-sector
Socially responsible funds
Socially Responsible Moderate Fund
Socially Responsible Balanced Fund
Socially Responsible Growth Fund
Socially Responsible High Growth Fund
Focus Series
Booster Investment Scheme 2
Private Land and Property Fund
Other documents - Booster Investment Scheme
Climate Statements for the funds we manage can be found on the Climate-related Disclosures Register. Choose 'Search for a climate statement' and search for Booster at: https://crd-app.companiesoffice.govt.nz/dashboard
Other Material Information
PDF (348kB)System Terms and Conditions
PDF (368kB)Statement of Investment Policy and Objectives
PDF (424kB)Responsible Investment Policy Statement
PDF (192kB)Trust Deed
PDF (1.8MB)Swap Agreement
PDF (291kB)Annual Report
PDF (181kB)Financial Statements
PDF (859kB)Other documents - Booster Investment Series II
Climate Statements for the funds we manage can be found on the Climate-related Disclosures Register. Choose 'Search for a climate statement' and search for Booster at: https://crd-app.companiesoffice.govt.nz/dashboard