Booster International Share Fund

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Not Mindful
Type: Aggressive fund
Past Returns: 3.97%

Average annual returns over the past 3 years, after fees and taxes. * indicates less than 3 years of data.

Annual Fees: 1.38%

Annual fees, including any membership and % management fee.

The graph below shows the percentage of the fund invested in each of the worst issues of concern to New Zealanders. Below the graph are listed all the companies this fund invests in, by issue of concern.


Fossil Fuel

Total Sa 0.12%
BHP Billiton Adr 0.40%
Equinor Asa 0.02%
Exxon Mobil Corp. 0.25%
Chevron Corp. 0.23%
Nextera Energy Inc. 0.17%
Bp Plc 0.10%
Dominion Energy Inc. 0.09%
Enbridge Inc. 0.09%
Royal Dutch Shell Plc Class A 0.08%
Royal Dutch Shell Plc Class B 0.08%
Conocophillips 0.06%
American Electric Power Co. Inc. 0.06%
BHP Group Plc 0.05%
Phillips 66 0.05%
Xcel Energy Inc. 0.05%
Kinder Morgan Inc. 0.04%
Eog Resources Inc. 0.04%
Wec Energy Group Inc. 0.04%
Anglo American Plc 0.04%
Suncor Energy Inc. 0.04%
Williams Cos. Inc. 0.03%
Eni Spa 0.03%
Marathon Petroleum Corp. 0.03%
Firstenergy Corp. 0.03%
Canadian Natural Resources Ltd. 0.03%
Dte Energy Co. 0.03%
Glencore Plc 0.03%
Ameren Corp. 0.03%
Rwe Ag 0.03%
Neste Oyj 0.03%
Lyondellbasell Industries Nv Class A 0.02%
Cms Energy Corp. 0.02%
Clp Holdings Ltd. 0.02%
Oneok Inc. 0.02%
Pioneer Natural Resources Co. 0.02%
Evergy Inc. 0.02%
Engie Sa 0.01%
Pembina Pipeline Corp. 0.02%
Hess Corp. 0.02%
Repsol Sa 0.02%
Alliant Energy Corp. 0.02%
Jxtg Holdings Inc. 0.02%
Occidental Petroleum Corp. 0.02%
Concho Resources Inc. 0.02%
Cheniere Energy Inc. 0.02%
Emera Inc. 0.02%
Nrg Energy Inc. 0.01%
Snam Spa 0.01%
Cabot Oil & Gas Corp. 0.01%
Aes Corp. 0.01%
Inpex Corp. 0.01%
Diamondback Energy Inc. 0.01%
Reliance Industries Ltd. 0.09%
Gazprom Pjsc 0.05%
Lukoil Pjsc 0.05%
Cnooc Ltd. 0.03%
Novatek Pjsc Gdr 0.02%
Ptt Pcl (Foreign) 0.02%
China Petroleum & Chemical Corp. Class H 0.02%
Tatneft Pjsc 0.02%
Petrochina Co. Ltd. Class H 0.01%
Tenaga Nasional Bhd. 0.01%
China Shenhua Energy Co. Ltd. Class H 0.01%

Weapons

L3Harris Technologies Inc. 0.06%
Safran Sa 0.04%
Transdigm Group Inc. 0.03%
Teledyne Technologies Inc. 0.02%
Booz Allen Hamilton Holding Corp. 0.02%
Heico Corp. Class A 0.02%
Thales Sa 0.01%
Mitsubishi Heavy Industries Ltd. 0.01%

Tobacco

Kt&G Corp. 0.01%

Gambling

Las Vegas Sands Corp. 0.02%
Galaxy Entertainment Group Ltd. 0.02%
Sands China Ltd. 0.01%
Mgm Resorts International 0.01%
Wynn Resorts Ltd. 0.01%
Gvc Holdings Plc 0.01%

Alcohol

Lvmh Moet Hennessy Louis Vuitton Sa 1.01%
Lvmh Moet Hennessy Louis Vuitton Se 0.15%
Diageo Plc 0.11%
Anheuser-Busch Inbev Sa/Nv 0.05%
Pernod Ricard Sa 0.04%
Constellation Brands Inc. Class A 0.04%
Heineken Nv 0.03%
Brown-Forman Corp. Class B 0.03%
Asahi Group Holdings Ltd. 0.02%
Kirin Holdings Co. Ltd. 0.02%
Carlsberg A/S Class B 0.02%
Heineken Holding Nv 0.01%
Kweichow Moutai Co. Ltd. Class A 0.02%
Ambev Sa 0.02%
China Resources Beer Holdings Co. Ltd. 0.01%

Palm Oil

Posco 0.02%
Astra International Tbk Pt 0.01%

GMOs

Novartis Ag 0.25%
Bayer Ag 0.09%
Basf Se 0.07%
Dupont De Nemours Inc. 0.05%
Nutrien Ltd. 0.03%
Novozymes A/S 0.02%
Stora Enso Oyj 0.01%

Human Rights & Environmental Violations

BHP Billiton Adr 0.40%
Johnson & Johnson 0.15%
Nestle Sa 0.42%
Royal Dutch Shell Plc Class A 0.08%
Duke Energy Corp. 0.08%
Rio Tinto Plc 0.08%
Royal Dutch Shell Plc Class B 0.08%
Barrick Gold Corp. 0.06%
BHP Group Plc 0.05%
Sempra Energy 0.05%
Archer-Daniels-Midland Co. 0.03%
Glencore Plc 0.03%
Nutrien Ltd. 0.03%
Freeport-Mcmoran Inc. 0.02%
Vale Sa 0.05%
Mmc Norilsk Nickel Pjsc 0.03%
Petroleo Brasileiro Sa Preference Shares 0.03%
Petroleo Brasileiro Sa 0.02%
Posco 0.02%
Petrochina Co. Ltd. Class H 0.01%
Astra International Tbk Pt 0.01%
Grupo Mexico Sab De Cv Class B 0.01%

Animal Testing

Lvmh Moet Hennessy Louis Vuitton Sa 1.010%
Givaudan Sa 0.050%
L'Oreal Sa 0.040%
Johnson & Johnson 0.150%
Nestle Sa 0.430%
Procter & Gamble Co. 0.380%
Coca-Cola Co. 0.250%
Pepsico Inc. 0.240%
Lvmh Moet Hennessy Louis Vuitton Se 0.160%
Glaxosmithkline Plc 0.140%
Unilever Nv 0.100%
Bayer Ag 0.090%
Royal Dutch Shell Plc Class A 0.080%
Reckitt Benckiser Group Plc 0.080%
Unilever Plc 0.080%
Colgate-Palmolive Co. 0.080%
Royal Dutch Shell Plc Class B 0.080%
Ecolab Inc. 0.070%
Air Products and Chemicals Inc. 0.070%
Basf Se 0.070%
Kimberly-Clark Corp. 0.070%
Estee Lauder Cos. Inc. Class A 0.060%
Danone Sa 0.060%
Air Liquide Sa 0.030%
General Mills Inc. 0.050%
Walgreens Boots Alliance Inc. 0.040%
Tesco Plc 0.040%
Clorox Co. 0.030%
Shiseido Co. Ltd. 0.030%
Ppg Industries Inc. 0.030%
Archer-Daniels-Midland Co. 0.030%
Koninklijke Dsm Nv 0.030%
Kraft Heinz Co. 0.030%
Church & Dwight Co. Inc. 0.030%
Akzo Nobel Nv 0.020%
Symrise Ag Class A 0.020%
International Flavors & Fragrances Inc. 0.020%
Henkel Ag & Co. Kgaa Preference Shares 0.020%
Fmc Corp. 0.020%
Novozymes A/S 0.020%
Henkel Ag & Co. Kgaa 0.020%
Chr Hansen Holding A/S 0.020%
Beiersdorf Ag 0.010%
Coca-Cola European Partners Plc 0.010%
Cabot Oil & Gas Corp. 0.010%
Associated British Foods Plc 0.010%
Croda International Plc 0.010%
Albemarle Corp. 0.010%
Burberry Group Plc 0.010%
Arkema Sa 0.010%
Hindustan Unilever Ltd. 0.040%

This data is compiled by Mindful Money from the fund information and portfolios that each KiwiSaver fund has filed with the Disclose register to Tue June 30th 2020 and Mindful Money analysis of funds within those portfolios. The list of companies of concern has been drawn from ratings agencies and public sources, including the Norwegian Sovereign Fund, NZ Super Fund and research organisations.

A summary of this fund and its details.

Number FND1284
Name Booster International Share Fund
Risk profile Aggressive fund
Description The International Share Fund invests in international equities. It is suited to investors who are comfortable with a high level of risk in order to potentially achieve higher returns.
Value $17M NZD
Members 1,318
Market index description The market index return is based on the MSCI World Accumulation Total Returns Index (ex-Australia).
Period of data report Tue June 30th 2020
Fund started Fri May 21st 2010
Three-year average return 3.97%
Market index past year return 3.43%
Past year return net of charges and tax 7.69%
Past year return net of charges gross of tax 8.82%
Market index return since fund started 10.68%
Return since fund started net 8.15%
Total annual fund fees 1.38%
Total performance based fees 0.0%
Manager's basic fee 1.32%
Administration charges 0.06%
Total other charges 36.0
Total other charges currency NZD

Key Personnel

  • Aaron Usher

    Currently: Portfolio Manager - Australasian Equities, Booster Financial Services Limited (2 years, 8 months)
    Previously: Equity Analyst, Booster Financial Services Limited (5 years, 9 months)

  • Aaron Usher

    Currently: Portfolio Manager - Australasian Equities, Booster Financial Services Limited (2 years, 8 months)
    Previously: Equity Analyst, Booster Financial Services Limited (5 years, 9 months)

  • Aaron Usher

    Currently: Portfolio Manager - Australasian Equities, Booster Financial Services Limited (2 years, 8 months)
    Previously: Equity Analyst, Booster Financial Services Limited (5 years, 9 months)

  • Aaron Usher

    Currently: Portfolio Manager - Australasian Equities, Booster Financial Services Limited (2 years, 8 months)
    Previously: Equity Analyst, Booster Financial Services Limited (5 years, 9 months)

  • Aaron Usher

    Currently: Portfolio Manager - Australasian Equities, Booster Financial Services Limited (2 years, 8 months)
    Previously: Equity Analyst, Booster Financial Services Limited (5 years, 9 months)

  • Aaron Usher

    Currently: Portfolio Manager - Australasian Equities, Booster Financial Services Limited (2 years, 8 months)
    Previously: Equity Analyst, Booster Financial Services Limited (5 years, 9 months)

  • Aaron Usher

    Currently: Portfolio Manager - Australasian Equities, Booster Financial Services Limited (2 years, 8 months)
    Previously: Equity Analyst, Booster Financial Services Limited (5 years, 9 months)

  • Aaron Usher

    Currently: Portfolio Manager - Australasian Equities, Booster Financial Services Limited (2 years, 8 months)
    Previously: Equity Analyst, Booster Financial Services Limited (5 years, 9 months)

  • Aaron Usher

    Currently: Portfolio Manager - Australasian Equities, Booster Financial Services Limited (2 years, 8 months)
    Previously: Equity Analyst, Booster Financial Services Limited (5 years, 9 months)

  • Aaron Usher

    Currently: Portfolio Manager - Australasian Equities, Booster Financial Services Limited (2 years, 8 months)
    Previously: Equity Analyst, Booster Financial Services Limited (5 years, 9 months)

  • Aaron Usher

    Currently: Portfolio Manager - Australasian Equities, Booster Financial Services Limited (2 years, 8 months)
    Previously: Equity Analyst, Booster Financial Services Limited (5 years, 9 months)

  • Aaron Usher

    Currently: Portfolio Manager - Australasian Equities, Booster Financial Services Limited (2 years, 8 months)
    Previously: Equity Analyst, Booster Financial Services Limited (5 years, 9 months)

  • Aaron Usher

    Currently: Portfolio Manager - Australasian Equities, Booster Financial Services Limited (2 years, 8 months)
    Previously: Equity Analyst, Booster Financial Services Limited (5 years, 9 months)

  • Aaron Usher

    Currently: Portfolio Manager - Australasian Equities, Booster Financial Services Limited (2 years, 8 months)
    Previously: Equity Analyst, Booster Financial Services Limited (5 years, 9 months)

  • Allan Yeo

    Currently: Managing Director, Booster Financial Services Limited (22 years, 1 months)
    Previously: Associate Director, Barclays Bank plc (2 years, 0 months)

  • Allan Yeo

    Currently: Managing Director, Booster Financial Services Limited (22 years, 1 months)
    Previously: Associate Director, Barclays Bank plc (2 years, 0 months)

  • Allan Yeo

    Currently: Managing Director, Booster Financial Services Limited (22 years, 1 months)
    Previously: Associate Director, Barclays Bank plc (2 years, 0 months)

  • Allan Yeo

    Currently: Managing Director, Booster Financial Services Limited (22 years, 1 months)
    Previously: Associate Director, Barclays Bank plc (2 years, 0 months)

  • Allan Yeo

    Currently: Managing Director, Booster Financial Services Limited (22 years, 1 months)
    Previously: Associate Director, Barclays Bank plc (2 years, 0 months)

  • Allan Yeo

    Currently: Managing Director, Booster Financial Services Limited (22 years, 1 months)
    Previously: Associate Director, Barclays Bank plc (2 years, 0 months)

  • Allan Yeo

    Currently: Managing Director, Booster Financial Services Limited (22 years, 1 months)
    Previously: Associate Director, Barclays Bank plc (2 years, 0 months)

  • Allan Yeo

    Currently: Managing Director, Booster Financial Services Limited (22 years, 1 months)
    Previously: Associate Director, Barclays Bank plc (2 years, 0 months)

  • Allan Yeo

    Currently: Managing Director, Booster Financial Services Limited (22 years, 1 months)
    Previously: Associate Director, Barclays Bank plc (2 years, 0 months)

  • Allan Yeo

    Currently: Managing Director, Booster Financial Services Limited (22 years, 1 months)
    Previously: Associate Director, Barclays Bank plc (2 years, 0 months)

  • Allan Yeo

    Currently: Managing Director, Booster Financial Services Limited (22 years, 1 months)
    Previously: Associate Director, Barclays Bank plc (2 years, 0 months)

  • Allan Yeo

    Currently: Managing Director, Booster Financial Services Limited (22 years, 1 months)
    Previously: Associate Director, Barclays Bank plc (2 years, 0 months)

  • Allan Yeo

    Currently: Managing Director, Booster Financial Services Limited (22 years, 1 months)
    Previously: Associate Director, Barclays Bank plc (2 years, 0 months)

  • Allan Yeo

    Currently: Managing Director, Booster Financial Services Limited (22 years, 1 months)
    Previously: Associate Director, Barclays Bank plc (2 years, 0 months)

  • Bhanu Singh

    Currently: Director and Head of Asia Pacific Portfolio Management, Dimensional Fund Advisors (4 years, 10 months)
    Previously: Portfolio Manager, Dimensional Fund Advisors (5 years, 3 months)

  • Bhanu Singh

    Currently: Director and Head of Asia Pacific Portfolio Management, Dimensional Fund Advisors (4 years, 10 months)
    Previously: Portfolio Manager, Dimensional Fund Advisors (5 years, 3 months)

  • Bhanu Singh

    Currently: Director and Head of Asia Pacific Portfolio Management, Dimensional Fund Advisors (4 years, 10 months)
    Previously: Portfolio Manager, Dimensional Fund Advisors (5 years, 3 months)

  • David Beattie

    Currently: Principal, Booster Financial Services Limited (2 years, 1 months)
    Previously: CIO, Booster Financial Services Limited (17 years, 6 months)

  • David Beattie

    Currently: Principal, Booster Financial Services Limited (2 years, 1 months)
    Previously: CIO, Booster Financial Services Limited (17 years, 6 months)

  • David Beattie

    Currently: Principal, Booster Financial Services Limited (2 years, 1 months)
    Previously: CIO, Booster Financial Services Limited (17 years, 6 months)

  • David Beattie

    Currently: Principal, Booster Financial Services Limited (2 years, 1 months)
    Previously: CIO, Booster Financial Services Limited (17 years, 6 months)

  • David Beattie

    Currently: Principal, Booster Financial Services Limited (2 years, 1 months)
    Previously: CIO, Booster Financial Services Limited (17 years, 6 months)

  • David Beattie

    Currently: Principal, Booster Financial Services Limited (2 years, 1 months)
    Previously: CIO, Booster Financial Services Limited (17 years, 6 months)

  • David Beattie

    Currently: Principal, Booster Financial Services Limited (2 years, 1 months)
    Previously: CIO, Booster Financial Services Limited (17 years, 6 months)

  • David Beattie

    Currently: Principal, Booster Financial Services Limited (2 years, 1 months)
    Previously: CIO, Booster Financial Services Limited (17 years, 6 months)

  • David Beattie

    Currently: Principal, Booster Financial Services Limited (2 years, 1 months)
    Previously: CIO, Booster Financial Services Limited (17 years, 6 months)

  • David Beattie

    Currently: Principal, Booster Financial Services Limited (2 years, 1 months)
    Previously: CIO, Booster Financial Services Limited (17 years, 6 months)

  • David Beattie

    Currently: Principal, Booster Financial Services Limited (2 years, 1 months)
    Previously: CIO, Booster Financial Services Limited (17 years, 6 months)

  • David Beattie

    Currently: Principal, Booster Financial Services Limited (2 years, 1 months)
    Previously: CIO, Booster Financial Services Limited (17 years, 6 months)

  • David Beattie

    Currently: Principal, Booster Financial Services Limited (2 years, 1 months)
    Previously: CIO, Booster Financial Services Limited (17 years, 6 months)

  • David Beattie

    Currently: Principal, Booster Financial Services Limited (2 years, 1 months)
    Previously: CIO, Booster Financial Services Limited (17 years, 6 months)

  • Don Stewart

    Currently: Executive Director, Stewart Financial Group Limited (33 years, 6 months)
    Previously: Financial Adviser, National Mutual Limited (13 years, 8 months)

  • Don Stewart

    Currently: Executive Director, Stewart Financial Group Limited (33 years, 6 months)
    Previously: Financial Adviser, National Mutual Limited (13 years, 8 months)

  • Don Stewart

    Currently: Executive Director, Stewart Financial Group Limited (33 years, 6 months)
    Previously: Financial Adviser, National Mutual Limited (13 years, 8 months)

  • Jed Fogdall

    Currently: Head of Global Portfolio Management and Chair of the Investment Committee, Dimensional Fund Advisors (1 years, 4 months)
    Previously: Co-Head of Portfolio Management and Vice President, Dimensional Fund Advisors (7 years, 9 months)

  • Jed Fogdall

    Currently: Head of Global Portfolio Management and Chair of the Investment Committee, Dimensional Fund Advisors (1 years, 4 months)
    Previously: Co-Head of Portfolio Management and Vice President, Dimensional Fund Advisors (7 years, 9 months)

  • Jed Fogdall

    Currently: Head of Global Portfolio Management and Chair of the Investment Committee, Dimensional Fund Advisors (1 years, 4 months)
    Previously: Co-Head of Portfolio Management and Vice President, Dimensional Fund Advisors (7 years, 9 months)

  • Joseph Chi

    Currently: Head of Responsible Investment and ex officio member of the Corporate Governance Committee, Dimensional Fund Advisors (0 years, 8 months)
    Previously: Ex officio member of the Investment Committee, Dimensional Fund Advisors (0 years, 11 months)

  • Joseph Chi

    Currently: Head of Responsible Investment and ex officio member of the Corporate Governance Committee, Dimensional Fund Advisors (0 years, 8 months)
    Previously: Ex officio member of the Investment Committee, Dimensional Fund Advisors (0 years, 11 months)

  • Joseph Chi

    Currently: Head of Responsible Investment and ex officio member of the Corporate Governance Committee, Dimensional Fund Advisors (0 years, 8 months)
    Previously: Ex officio member of the Investment Committee, Dimensional Fund Advisors (0 years, 11 months)

  • Nic Craven

    Currently: Senior Manager - Research, Booster Financial Services Limited (2 years, 1 months)
    Previously: Research Manager, Booster Financial Services Limited (4 years, 2 months)

  • Nic Craven

    Currently: Senior Manager - Research, Booster Financial Services Limited (2 years, 1 months)
    Previously: Research Manager, Booster Financial Services Limited (4 years, 2 months)

  • Nic Craven

    Currently: Senior Manager - Research, Booster Financial Services Limited (2 years, 1 months)
    Previously: Research Manager, Booster Financial Services Limited (4 years, 2 months)

  • Nic Craven

    Currently: Senior Manager - Research, Booster Financial Services Limited (2 years, 1 months)
    Previously: Research Manager, Booster Financial Services Limited (4 years, 2 months)

  • Nic Craven

    Currently: Senior Manager - Research, Booster Financial Services Limited (2 years, 1 months)
    Previously: Research Manager, Booster Financial Services Limited (4 years, 2 months)

  • Nic Craven

    Currently: Senior Manager - Research, Booster Financial Services Limited (2 years, 1 months)
    Previously: Research Manager, Booster Financial Services Limited (4 years, 2 months)

  • Nic Craven

    Currently: Senior Manager - Research, Booster Financial Services Limited (2 years, 1 months)
    Previously: Research Manager, Booster Financial Services Limited (4 years, 2 months)

  • Nic Craven

    Currently: Senior Manager - Research, Booster Financial Services Limited (2 years, 1 months)
    Previously: Research Manager, Booster Financial Services Limited (4 years, 2 months)

  • Nic Craven

    Currently: Senior Manager - Research, Booster Financial Services Limited (2 years, 1 months)
    Previously: Research Manager, Booster Financial Services Limited (4 years, 2 months)

  • Nic Craven

    Currently: Senior Manager - Research, Booster Financial Services Limited (2 years, 1 months)
    Previously: Research Manager, Booster Financial Services Limited (4 years, 2 months)

  • Nic Craven

    Currently: Senior Manager - Research, Booster Financial Services Limited (2 years, 1 months)
    Previously: Research Manager, Booster Financial Services Limited (4 years, 2 months)

  • Nic Craven

    Currently: Senior Manager - Research, Booster Financial Services Limited (2 years, 1 months)
    Previously: Research Manager, Booster Financial Services Limited (4 years, 2 months)

  • Nic Craven

    Currently: Senior Manager - Research, Booster Financial Services Limited (2 years, 1 months)
    Previously: Research Manager, Booster Financial Services Limited (4 years, 2 months)

  • Nic Craven

    Currently: Senior Manager - Research, Booster Financial Services Limited (2 years, 1 months)
    Previously: Research Manager, Booster Financial Services Limited (4 years, 2 months)

  • Nicholas Stewart

    Currently: Executive Director, Stewart Financial Group Limited (18 years, 1 months)
    Previously: Wealth Manager, Stewart Financial Group Limited (1 years, 9 months)

  • Nicholas Stewart

    Currently: Executive Director, Stewart Financial Group Limited (18 years, 1 months)
    Previously: Wealth Manager, Stewart Financial Group Limited (1 years, 9 months)

  • Nicholas Stewart

    Currently: Executive Director, Stewart Financial Group Limited (18 years, 1 months)
    Previously: Wealth Manager, Stewart Financial Group Limited (1 years, 9 months)

  • Rowan Calvert

    Currently: Portfolio Manager - Global Equities, Booster Financial Services Limited (2 years, 8 months)
    Previously: Senior Equity Analyst, Booster Financial Services Limited (7 years, 4 months)

  • Rowan Calvert

    Currently: Portfolio Manager - Global Equities, Booster Financial Services Limited (2 years, 8 months)
    Previously: Senior Equity Analyst, Booster Financial Services Limited (7 years, 4 months)

  • Rowan Calvert

    Currently: Portfolio Manager - Global Equities, Booster Financial Services Limited (2 years, 8 months)
    Previously: Senior Equity Analyst, Booster Financial Services Limited (7 years, 4 months)

  • Rowan Calvert

    Currently: Portfolio Manager - Global Equities, Booster Financial Services Limited (2 years, 8 months)
    Previously: Senior Equity Analyst, Booster Financial Services Limited (7 years, 4 months)

  • Rowan Calvert

    Currently: Portfolio Manager - Global Equities, Booster Financial Services Limited (2 years, 8 months)
    Previously: Senior Equity Analyst, Booster Financial Services Limited (7 years, 4 months)

  • Rowan Calvert

    Currently: Portfolio Manager - Global Equities, Booster Financial Services Limited (2 years, 8 months)
    Previously: Senior Equity Analyst, Booster Financial Services Limited (7 years, 4 months)

  • Rowan Calvert

    Currently: Portfolio Manager - Global Equities, Booster Financial Services Limited (2 years, 8 months)
    Previously: Senior Equity Analyst, Booster Financial Services Limited (7 years, 4 months)

  • Rowan Calvert

    Currently: Portfolio Manager - Global Equities, Booster Financial Services Limited (2 years, 8 months)
    Previously: Senior Equity Analyst, Booster Financial Services Limited (7 years, 4 months)

  • Rowan Calvert

    Currently: Portfolio Manager - Global Equities, Booster Financial Services Limited (2 years, 8 months)
    Previously: Senior Equity Analyst, Booster Financial Services Limited (7 years, 4 months)

  • Rowan Calvert

    Currently: Portfolio Manager - Global Equities, Booster Financial Services Limited (2 years, 8 months)
    Previously: Senior Equity Analyst, Booster Financial Services Limited (7 years, 4 months)

  • Rowan Calvert

    Currently: Portfolio Manager - Global Equities, Booster Financial Services Limited (2 years, 8 months)
    Previously: Senior Equity Analyst, Booster Financial Services Limited (7 years, 4 months)

  • Rowan Calvert

    Currently: Portfolio Manager - Global Equities, Booster Financial Services Limited (2 years, 8 months)
    Previously: Senior Equity Analyst, Booster Financial Services Limited (7 years, 4 months)

  • Rowan Calvert

    Currently: Portfolio Manager - Global Equities, Booster Financial Services Limited (2 years, 8 months)
    Previously: Senior Equity Analyst, Booster Financial Services Limited (7 years, 4 months)

  • Rowan Calvert

    Currently: Portfolio Manager - Global Equities, Booster Financial Services Limited (2 years, 8 months)
    Previously: Senior Equity Analyst, Booster Financial Services Limited (7 years, 4 months)

This information has been sourced from the quarterly data that each KiwiSaver fund has filed with Disclose register to Tue June 30th 2020.

Past annual returns for this fund are after fees and taxes. Please note that higher past returns do not always mean higher future returns.

Year Market Average Fund Annual Return
2020 -7.41% -3.08%
2019 10.11% 6.06%
2018 6.68% 8.94%
2017 11.18% 14.02%
2016 4.51% -0.31%
2015 15.30% 16.14%
2014 10.31% 15.23%
2013 13.23% 7.2%
2012 -5.15% -7.26%

The market average is the average return for funds of the same risk category, sourced from the Commission for Financial Capability's Sorted website. The fund information has been sourced from the quarterly data that each KiwiSaver fund has filed with Disclose register to Tue June 30th 2020.

Showing the top 10 investments for this fund:

  • Vanguard Int'L Shares Select Exclusions Fund - NZD Hgd
    Australia Fund
    52.25%
  • Vanguard Emerging Markets Share Index Fund
    Australia Fund
    9.65%
  • Vanguard Esg US Stock ETF
    United States Fund
    3.73%
  • Amazon.Com, Inc
    United States International Equities
    1.91%
  • Microsoft Corporation
    United States International Equities
    1.78%
  • Ishares Msci Europe Esg ETF
    Germany Fund
    1.69%
  • NZ Cash (BNZ Bank Trust Account)
    New Zealand Cash and Equivalents AA-
    1.58%
  • Visa Inc
    United States International Equities
    1.49%
  • Tencent Holdings Limited Uns Adr
    China International Equities
    1.36%
  • Alphabet Inc (Class C)
    United States International Equities
    1.21%

This information has been sourced from the quarterly data that each KiwiSaver fund has filed with Disclose register 30 June 2020 .

How the money in this fund is invested against the fund's targets.

Target

Actual


Type Target Actual
Cash and Cash Equivalents 0.0% 1.58%
New Zealand Fixed Interest 0.0% 0.0%
International Fixed Interest 0.0% 0.0%
Australasian Equities 0.0% 0.0%
International Equities 100.0% 98.42%
Listed Properties 0.0% 0.0%
Unlisted Properties 0.0% 0.0%
Other 0.0% 0.0%
Commodities 0.0% 0.0%

This information has been sourced from the quarterly data that each KiwiSaver fund has filed with Disclose register to 30 June 2020 .

Does this fund have a policy to exclude any industries from its investments? The first column shows if the fund has a policy to exclude the issue. The second column shows if there are any current investments (source: Mindful Money research).

The Fund may have investments that are not consistent with their exclusions policy because they are still in the process of implementing their policy.

  • Issue of concern
    Does this fund say it excludes this?
    Actual holdings
  • Adult Entertainment/Pornography:
    0.00%
  • Alcohol:
    1.64%
  • Animal Testing:
    6.16%
  • Fossil Fuels:
    4.35%
  • Gambling:
    0.12%
  • GMOs:
    0.90%
  • Human Rights & Environmental Violations:
    2.34%
  • Palm Oil:
    0.08%
  • Tobacco:
    0.03%
  • Weapons:
    0.24%

This data is compiled by Mindful Money from the fund information and portfolios that each KiwiSaver fund has filed with the Disclose register to Tue June 30th 2020 and Mindful Money analysis of funds within those portfolios. The list of companies of concern has been drawn from ratings agencies and public sources, including the Norwegian Sovereign Fund, NZ Super Fund and research organisations.

Note that the fund’s intended exclusions may not be consistent with the analysis of the portfolio because of timing issues or because there are companies of concern in indirect investments by the fund.

Note that many KiwiSaver funds exclude controversial weapons. However, the category of Weapons used in this analysis is broader in scope, covering all munitions, firearms and military weapons.

In their own words: "The International Share Fund invests in international equities. It is suited to investors who are comfortable with a high level of risk in order to potentially achieve higher returns."

Download the fund's disclosure statement and portfolio holdings.

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You should be prudent about your investment.

Investing involves risk. The value of investments can go down, as well as going up. You might lose some of your capital invested. The information provided on this website is not a recommendation to buy, sell or hold any financial products. Nothing on this page is financial advice for the purposes of the Financial Advisers Act 2008 and any associated regulations.

Before investing, consider your investment aims, your values and your risk preferences. You should read the Product Disclosure Statement for the investment fund carefully. It contains the fund’s investment objectives, risks, fees and other information which you should know before investing. This website has a list of the advisers that are registered with the Responsible Investment Association of Australasia. You should contact an investment adviser before investing if you have questions or if you are unclear about the implications of your investment decision.