Funds

Booster Shielded Growth Fund

Total Ethical Concerns: 14.72%

The average total concerns of all managed aggressive funds is 12.02%.

Companies of Concern

  • Animal Cruelty 3.21%

    • Exxon Mobil Corp.
      0.50%
      !!
      This company is expanding their fossil fuel production and
      is off track with the UN target to limit global temperature
      rise to 1.5°C
      0.50%
    • 0.32%
    • Hermès International Sca
      0.29%
      0.29%
    • L'Oréal SA
      0.25%
      0.25%
    • Chevron Corp.
      0.17%
      !!
      This company is expanding their fossil fuel production and
      is off track with the UN target to limit global temperature
      rise to 1.5°C
      0.17%
    • Shell
      0.17%
      !!
      This company is expanding their fossil fuel production and
      is off track with the UN target to limit global temperature
      rise to 1.5°C
      0.17%
    • Shin-Etsu Chemical Co., Ltd.
      0.10%
      0.10%
    • Unilever PLC
      0.09%
      0.09%
    • Air Liquide
      0.07%
      0.07%
    • Reliance Industries Ltd.
      0.07%
      !!
      This company is expanding their fossil fuel production and
      is off track with the UN target to limit global temperature
      rise to 1.5°C
      0.07%
    • 3M
      0.06%
      0.06%
    • Colgate-Palmolive Co.
      0.05%
      0.05%
    • Ecolab, Inc.
      0.04%
      0.04%
    • The Sherwin-Williams Co.
      0.04%
      0.04%
    • Corteva, Inc.
      0.03%
      0.03%
    • Givaudan SA
      0.03%
      0.03%
    • Kimberly-Clark Corp.
      0.03%
      0.03%
    • Basf Se
      0.02%
      0.02%
    • Dupont De Nemours
      0.02%
      0.02%
    • Eni Spa
      0.02%
      !!
      This company is expanding their fossil fuel production and
      is off track with the UN target to limit global temperature
      rise to 1.5°C
      0.02%
    • Koninklijke Ahold Delhaize Nv
      0.02%
      0.02%
    • Orica Ltd.
      0.02%
      0.02%
    • PPG Industries, Inc.
      0.02%
      0.02%
    • Bayer
      0.01%
      0.01%
    • Beiersdorf AG
      0.01%
      0.01%
    • Cabot Corp.
      0.01%
      0.01%
    • China Petroleum & Chemical Corp.
      0.01%
      !!
      This company is expanding their fossil fuel production and
      is off track with the UN target to limit global temperature
      rise to 1.5°C
      0.01%
    • Church & Dwight Co., Inc.
      0.01%
      0.01%
    • Dcc PLC
      0.01%
      0.01%
    • Dow, Inc.
      0.01%
      0.01%
    • Henkel AG & Co. Kgaa
      0.01%
      0.01%
    • International Flavors & Fragrances, Inc.
      0.01%
      0.01%
    • Itc Ltd.
      0.01%
      0.01%
    • Kao Corp.
      0.01%
      0.01%
    • Mowi Asa
      0.01%
      0.01%
    • Novozymes A/S
      0.01%
      0.01%
    • Nutrien Ltd.
      0.01%
      0.01%
    • Otsuka Holdings Co., Ltd.
      0.01%
      0.01%
    • Rentokil Initial
      0.01%
      0.01%
    • Rpm International, Inc.
      0.01%
      0.01%
    • Sabic
      0.01%
      0.01%
    • The Clorox Co.
      0.01%
      0.01%
    • Tyson Foods Inc
      0.01%
      0.01%
  • Human Rights Violations 3.26%

    • 1.09%
    • 0.30%
    • Rio Tinto
      0.20%
      0.20%
    • Ubs
      0.16%
      0.16%
    • Nestlé
      0.14%
      0.14%
    • Wells Fargo
      0.13%
      0.13%
    • 0.12%
    • Caterpillar
      0.08%
      0.08%
    • General Motors
      0.03%
      0.03%
    • Holcim
      0.03%
      0.03%
    • Petrobras
      0.03%
      !!
      This company is expanding their fossil fuel production and
      is off track with the UN target to limit global temperature
      rise to 1.5°C
      0.03%
    • Saudi Aramco
      0.03%
      !!
      This company is expanding their fossil fuel production and
      is off track with the UN target to limit global temperature
      rise to 1.5°C
      0.03%
    • Ck Hutchison
      0.02%
      0.02%
    • Glencore
      0.02%
      0.02%
    • China Petroleum & Chemical Corp.
      0.01%
      !!
      This company is expanding their fossil fuel production and
      is off track with the UN target to limit global temperature
      rise to 1.5°C
      0.01%
    • Grupo México S.A.B. De C.V.
      0.01%
      0.01%
    • Petrochina Co Ltd
      0.01%
      !!
      This company is expanding their fossil fuel production and
      is off track with the UN target to limit global temperature
      rise to 1.5°C
      0.01%
    • Zijin Mining
      0.01%
      0.01%
  • Social Harm 2.37%

  • Fossil Fuels 6.03%

    • Contact Energy Ltd.
      1.01%
      1.5°C
      This company is on a 1.5°C pathway
      1.01%
    • BHP
      0.62%
      !!
      This company is expanding their fossil fuel production and
      is off track with the UN target to limit global temperature
      rise to 1.5°C
      0.62%
    • Exxon Mobil Corp.
      0.50%
      !!
      This company is expanding their fossil fuel production and
      is off track with the UN target to limit global temperature
      rise to 1.5°C
      0.50%
    • Totalenergies Se
      0.24%
      !!
      This company is expanding their fossil fuel production and
      is off track with the UN target to limit global temperature
      rise to 1.5°C
      0.24%
    • Rio Tinto
      0.20%
      0.20%
    • Chevron Corp.
      0.17%
      !!
      This company is expanding their fossil fuel production and
      is off track with the UN target to limit global temperature
      rise to 1.5°C
      0.17%
    • Shell
      0.17%
      !!
      This company is expanding their fossil fuel production and
      is off track with the UN target to limit global temperature
      rise to 1.5°C
      0.17%
    • Woodside Energy Group Ltd.
      0.15%
      !!
      This company is expanding their fossil fuel production and
      is off track with the UN target to limit global temperature
      rise to 1.5°C
      0.15%
    • Equinor Asa
      0.13%
      !!
      This company is expanding their fossil fuel production and
      is off track with the UN target to limit global temperature
      rise to 1.5°C
      0.13%
    • Channel Infrastructure
      0.08%
      0.08%
    • Conocophillips
      0.08%
      !!
      This company is expanding their fossil fuel production and
      is off track with the UN target to limit global temperature
      rise to 1.5°C
      0.08%
    • Nextera Energy, Inc.
      0.07%
      0.07%
    • Reliance Industries Ltd.
      0.07%
      !!
      This company is expanding their fossil fuel production and
      is off track with the UN target to limit global temperature
      rise to 1.5°C
      0.07%
    • The Southern Co.
      0.07%
      0.07%
    • BP
      0.06%
      !!
      This company is expanding their fossil fuel production and
      is off track with the UN target to limit global temperature
      rise to 1.5°C
      0.06%
    • Duke Energy Corp
      0.06%
      0.06%
    • Enbridge, Inc.
      0.06%
      !!
      This company is expanding their fossil fuel production and
      is off track with the UN target to limit global temperature
      rise to 1.5°C
      0.06%
    • Eog Resources, Inc.
      0.05%
      !!
      This company is expanding their fossil fuel production and
      is off track with the UN target to limit global temperature
      rise to 1.5°C
      0.05%
    • The Williams Cos., Inc.
      0.05%
      !!
      This company is expanding their fossil fuel production and
      is off track with the UN target to limit global temperature
      rise to 1.5°C
      0.05%
    • Enel
      0.04%
      1.5°C
      This company is on a 1.5°C pathway
      0.04%
    • Itochu Corp.
      0.04%
      !!
      This company is expanding their fossil fuel production and
      is off track with the UN target to limit global temperature
      rise to 1.5°C
      0.04%
    • Kinder Morgan, Inc.
      0.04%
      !!
      This company is expanding their fossil fuel production and
      is off track with the UN target to limit global temperature
      rise to 1.5°C
      0.04%
    • Mitsubishi Corp.
      0.04%
      !!
      This company is expanding their fossil fuel production and
      is off track with the UN target to limit global temperature
      rise to 1.5°C
      0.04%
    • Mitsui & Co., Ltd.
      0.04%
      !!
      This company is expanding their fossil fuel production and
      is off track with the UN target to limit global temperature
      rise to 1.5°C
      0.04%
    • National Grid PLC
      0.04%
      !!
      This company is expanding their fossil fuel production and
      is off track with the UN target to limit global temperature
      rise to 1.5°C
      0.04%
    • Oneok, Inc.
      0.04%
      0.04%
    • Santos Ltd.
      0.04%
      !!
      This company is expanding their fossil fuel production and
      is off track with the UN target to limit global temperature
      rise to 1.5°C
      0.04%
    • Targa Resources Corp.
      0.04%
      0.04%
    • American Electric Power Co., Inc.
      0.03%
      0.03%
    • Canadian Natural Resources Ltd.
      0.03%
      !!
      This company is expanding their fossil fuel production and
      is off track with the UN target to limit global temperature
      rise to 1.5°C
      0.03%
    • Cheniere Energy, Inc.
      0.03%
      !!
      This company is expanding their fossil fuel production and
      is off track with the UN target to limit global temperature
      rise to 1.5°C
      0.03%
    • Constellation Energy Corp.
      0.03%
      0.03%
    • Dominion Energy, Inc.
      0.03%
      0.03%
    • Entergy Corp.
      0.03%
      0.03%
    • Fairfax Financial Holdings Ltd.
      0.03%
      0.03%
    • Hess Corp.
      0.03%
      !!
      This company is expanding their fossil fuel production and
      is off track with the UN target to limit global temperature
      rise to 1.5°C
      0.03%
    • Marathon Petroleum Corp.
      0.03%
      0.03%
    • Origin Energy
      0.03%
      !!
      This company is expanding their fossil fuel production and
      is off track with the UN target to limit global temperature
      rise to 1.5°C
      0.03%
    • Petrobras
      0.03%
      !!
      This company is expanding their fossil fuel production and
      is off track with the UN target to limit global temperature
      rise to 1.5°C
      0.03%
    • Phillips 66
      0.03%
      0.03%
    • Saudi Aramco
      0.03%
      !!
      This company is expanding their fossil fuel production and
      is off track with the UN target to limit global temperature
      rise to 1.5°C
      0.03%
    • South32 Ltd.
      0.03%
      0.03%
    • Tc Energy Corp.
      0.03%
      !!
      This company is expanding their fossil fuel production and
      is off track with the UN target to limit global temperature
      rise to 1.5°C
      0.03%
    • Valero Energy Corp.
      0.03%
      0.03%
    • Ameren Corp.
      0.02%
      0.02%
    • Apa Group
      0.02%
      !!
      This company is expanding their fossil fuel production and
      is off track with the UN target to limit global temperature
      rise to 1.5°C
      0.02%
    • Bolloré Se
      0.02%
      0.02%
    • Cms Energy Corp.
      0.02%
      0.02%
    • Chesapeake Energy Corp.
      0.02%
      !!
      This company is expanding their fossil fuel production and
      is off track with the UN target to limit global temperature
      rise to 1.5°C
      0.02%
    • Ck Hutchison
      0.02%
      0.02%
    • Consolidated Edison, Inc.
      0.02%
      0.02%
    • Diamondback Energy, Inc.
      0.02%
      !!
      This company is expanding their fossil fuel production and
      is off track with the UN target to limit global temperature
      rise to 1.5°C
      0.02%
    • E.On Se
      0.02%
      0.02%
    • Engie SA
      0.02%
      !!
      This company is expanding their fossil fuel production and
      is off track with the UN target to limit global temperature
      rise to 1.5°C
      0.02%
    • Eni Spa
      0.02%
      !!
      This company is expanding their fossil fuel production and
      is off track with the UN target to limit global temperature
      rise to 1.5°C
      0.02%
    • Eqt Corp.
      0.02%
      !!
      This company is expanding their fossil fuel production and
      is off track with the UN target to limit global temperature
      rise to 1.5°C
      0.02%
    • Glencore
      0.02%
      0.02%
    • Grupo Financiero Inbursa Sab De Cv
      0.02%
      0.02%
    • Marubeni Corp.
      0.02%
      !!
      This company is expanding their fossil fuel production and
      is off track with the UN target to limit global temperature
      rise to 1.5°C
      0.02%
    • Nippon Steel Corp.
      0.02%
      0.02%
    • Occidental Petroleum Corp.
      0.02%
      !!
      This company is expanding their fossil fuel production and
      is off track with the UN target to limit global temperature
      rise to 1.5°C
      0.02%
    • Orica Ltd.
      0.02%
      0.02%
    • Pembina Pipeline Corp.
      0.02%
      !!
      This company is expanding their fossil fuel production and
      is off track with the UN target to limit global temperature
      rise to 1.5°C
      0.02%
    • Ppl Corp.
      0.02%
      0.02%
    • Sempra Energy
      0.02%
      !!
      This company is expanding their fossil fuel production and
      is off track with the UN target to limit global temperature
      rise to 1.5°C
      0.02%
    • Sumitomo Corp.
      0.02%
      !!
      This company is expanding their fossil fuel production and
      is off track with the UN target to limit global temperature
      rise to 1.5°C
      0.02%
    • Suncor Energy, Inc.
      0.02%
      !!
      This company is expanding their fossil fuel production and
      is off track with the UN target to limit global temperature
      rise to 1.5°C
      0.02%
    • Vale SA
      0.02%
      0.02%
    • Vistra Energy
      0.02%
      0.02%
    • Washington H. Soul Pattinson & Co. Ltd.
      0.02%
      0.02%
    • Wec Energy Group, Inc.
      0.02%
      0.02%
    • Xcel Energy, Inc.
      0.02%
      0.02%
    • Agl Energy Ltd.
      0.01%
      0.01%
    • Alliant Energy Corp.
      0.01%
      0.01%
    • Ampol Ltd.
      0.01%
      0.01%
    • Atmos Energy Corp.
      0.01%
      0.01%
    • Barrick Gold
      0.01%
      0.01%
    • Cenovus Energy, Inc.
      0.01%
      !!
      This company is expanding their fossil fuel production and
      is off track with the UN target to limit global temperature
      rise to 1.5°C
      0.01%
    • Centerpoint Energy, Inc.
      0.01%
      0.01%
    • China Petroleum & Chemical Corp.
      0.01%
      !!
      This company is expanding their fossil fuel production and
      is off track with the UN target to limit global temperature
      rise to 1.5°C
      0.01%
    • China Shenhua Energy
      0.01%
      0.01%
    • Dassault Systèmes Se
      0.01%
      0.01%
    • Devon Energy Corp.
      0.01%
      !!
      This company is expanding their fossil fuel production and
      is off track with the UN target to limit global temperature
      rise to 1.5°C
      0.01%
    • Dte Energy Co.
      0.01%
      0.01%
    • Edp-Energias De Portugal SA
      0.01%
      1.5°C
      This company is on a 1.5°C pathway
      0.01%
    • Emera, Inc.
      0.01%
      0.01%
    • Firstenergy Corp.
      0.01%
      0.01%
    • Fortis, Inc.
      0.01%
      !!
      This company is expanding their fossil fuel production and
      is off track with the UN target to limit global temperature
      rise to 1.5°C
      0.01%
    • Franco-Nevada Corp.
      0.01%
      0.01%
    • Grupo México S.A.B. De C.V.
      0.01%
      0.01%
    • Halliburton Co.
      0.01%
      0.01%
    • Intertek Group PLC
      0.01%
      0.01%
    • Loews Corp.
      0.01%
      0.01%
    • Nisource, Inc.
      0.01%
      0.01%
    • Nrg Energy, Inc.
      0.01%
      0.01%
    • Ntpc Ltd.
      0.01%
      0.01%
    • Petrochina Co Ltd
      0.01%
      !!
      This company is expanding their fossil fuel production and
      is off track with the UN target to limit global temperature
      rise to 1.5°C
      0.01%
    • Pg&E Corp
      0.01%
      0.01%
    • Posco
      0.01%
      !!
      This company is expanding their fossil fuel production and
      is off track with the UN target to limit global temperature
      rise to 1.5°C
      0.01%
    • Texas Pacific Land Corp.
      0.01%
      0.01%
  • Weapons 0.64%

    • 0.33%
    • Amphenol Corp.
      0.04%
      0.04%
    • Howmet Aerospace, Inc.
      0.04%
      0.04%
    • Mtu Aero Engines AG
      0.03%
      0.03%
    • Saab Ab
      0.03%
      0.03%
    • Teledyne Technologies, Inc.
      0.03%
      0.03%
    • Larsen & Toubro Ltd.
      0.02%
      0.02%
    • Singapore Technologies Engineering Ltd.
      0.02%
      0.02%
    • Bharat Electronics Ltd.
      0.01%
      0.01%
    • Hanwha Aerospace Co., Ltd.
      0.01%
      0.01%
    • Rolls-Royce Holdings PLC
      0.01%
      0.01%
  • Environmental Harm 2.04%

    • BHP
      0.62%
      !!
      This company is expanding their fossil fuel production and
      is off track with the UN target to limit global temperature
      rise to 1.5°C
      0.62%
    • Coca-Cola
      0.18%
      0.18%
    • Chevron Corp.
      0.17%
      !!
      This company is expanding their fossil fuel production and
      is off track with the UN target to limit global temperature
      rise to 1.5°C
      0.17%
    • Shell
      0.17%
      !!
      This company is expanding their fossil fuel production and
      is off track with the UN target to limit global temperature
      rise to 1.5°C
      0.17%
    • Pepsico
      0.13%
      0.13%
    • Unilever PLC
      0.09%
      0.09%
    • Danone
      0.08%
      0.08%
    • 3M
      0.06%
      0.06%
    • Duke Energy Corp
      0.06%
      0.06%
    • Mondelez
      0.06%
      0.06%
    • 0.04%
    • Mitsubishi Corp.
      0.04%
      !!
      This company is expanding their fossil fuel production and
      is off track with the UN target to limit global temperature
      rise to 1.5°C
      0.04%
    • Corteva, Inc.
      0.03%
      0.03%
    • Archer-Daniels Midland
      0.02%
      0.02%
    • Basf Se
      0.02%
      0.02%
    • 0.02%
    • Glencore
      0.02%
      0.02%
    • Vale SA
      0.02%
      0.02%
    • Barrick Gold
      0.01%
      0.01%
    • Bayer
      0.01%
      0.01%
    • Fonterra
      0.01%
      0.01%
    • Mowi Asa
      0.01%
      0.01%
    • Ntpc Ltd.
      0.01%
      0.01%
    • Nutrien Ltd.
      0.01%
      0.01%
    • Pg&E Corp
      0.01%
      0.01%
    • Posco
      0.01%
      !!
      This company is expanding their fossil fuel production and
      is off track with the UN target to limit global temperature
      rise to 1.5°C
      0.01%
    • Zijin Mining
      0.01%
      0.01%

From the Fund Provider

  • About this fund

    About this Fund

    The Shielded Growth Fund is part of the Investment Series range of funds. The fund is suited to investors who seek potentially relatively high returns over longer term periods (seven years plus), allowing for short to medium term ups and downs, whilst partially shielding the fund against some of the more significant short-term risks. We aim to achieve this by investing predominantly in growth assets, with little or no allocation to income assets.

    Value $14.5M NZD
    Period of data report 31st March 2025
    Fund started 31st May 2018
    Total annual fund fees 2.96%
    Total performance based fees 0.0%
    Manager's basic fee 2.87%
    Other management and administration charges 0.09%
    Total other charges 0.0
    Total other charges currency NZD

    Nic Craven

    Currently: Chief Investment Officer, Booster Financial Services Limited (3 years, 8 months)
    Previously: Senior Manager - Research, Booster Financial Services Limited (3 years, 2 months)

    David Beattie

    Currently: Chair of the Investment Committee, Booster Investment Management Limited (6 years, 1 months)
    Previously: CIO, Booster Financial Services Limited (17 years, 6 months)

    Brendon Doyle

    Currently: Investment Committee Member, Booster Investment Management Limited (0 years, 7 months)
    Previously: Director of Direct Investments, Booster Financial Services Limited (7 years, 0 months)

    Aaron Usher

    Currently: Portfolio Strategy Manager, Booster Financial Services Limited (3 years, 8 months)
    Previously: Portfolio Manager - Australasian Equities, Booster Financial Services Limited (3 years, 8 months)

    Rowan Calvert

    Currently: Portfolio Manager - Global Equities, Booster Financial Services Limited (7 years, 5 months)
    Previously: Senior Equity Analyst, Booster Financial Services Limited (7 years, 4 months)

    This information has been sourced from the quarterly data that each fund has filed with Disclose register to 31st March 2025.

  • Past Returns

    Past Returns

    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
    2025 4.07% 1.57%
    2024 15.78% 14.44%
    2023 -4.85% -5.57%
    2022 3.53% 2.33%
    2021 35.55% 27.15%
    2020 -7.06% -3.36%

    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 fund has filed with Disclose register to 31st March 2025.

  • Investments

    Top 10 Investments

    • Vanguard Emerging Markets Share Index Fund

      Australia Fund

      5.96%
    • Vanguard ESG US Stock ETF

      United States Fund

      5.11%
    • Fisher & Paykel Healthcare Corporation Limited

      New Zealand Australasian Equities

      2.59%
    • Microsoft Corporation

      United States International Equities

      2.4%
    • Apple Inc

      United States International Equities

      2.06%
    • Auckland International Airport Limited

      New Zealand Australasian Equities

      1.8%
    • Nvidia Corp

      United States International Equities

      1.73%
    • Amazon.Com Inc

      United States International Equities

      1.69%
    • Spdr Msci Europe Communication Services Ucits ETF

      Ireland Fund

      1.34%
    • Infratil Limited

      New Zealand Australasian Equities

      1.31%
    Type Target Actual
    Cash and Cash Equivalents 1.0% 1.47%
    New Zealand Fixed Interest 0.0% 2.24%
    International Fixed Interest 0.0% 1.41%
    Australasian Equities 32.0% 25.14%
    International Equities 57.0% 64.82%
    Listed Properties 2.0% 1.22%
    Unlisted Properties 8.0% 3.7%
    Other 0.0% 0.0%
    Commodities 0.0% 0.0%

    Investment Mix

    How the money in this fund is invested by asset type.

    This information has been sourced from the quarterly data that each fund has filed with Disclose register to 31st March 2025.

This data is compiled by Mindful Money from the fund information and portfolios that each fund has filed with the Disclose register to 31st March 2025 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, Sustainalytics and research organisations.

Please note that companies may breach more than one of these areas of concern.

The listing of companies of concern is based on definitions used in Mindful Money's methodology. These definitions may be different from the exclusions policy and definitions applied by the fund provider.

Mindful Money uses the term Mindful Funds as our standard for ethical investment and responsible investment. This does not imply that other funds are unethical or that the fund providers that do not meet these standards are unethical providers.

Issues of Concern

  • 3.21% Animal Cruelty
  • 3.26% Human Rights Violations
  • 2.37% Social Harm
  • 6.03% Fossil Fuels
  • 0.64% Weapons
  • 2.04% Environmental Harm

Companies of Concern

  • Animal Cruelty

    • Exxon Mobil Corp.
      0.50%
      !!
      This company is expanding their fossil fuel production and
      is off track with the UN target to limit global temperature
      rise to 1.5°C
      0.50%
    • 0.32%
    • Hermès International Sca
      0.29%
      0.29%
    • L'Oréal SA
      0.25%
      0.25%
    • Chevron Corp.
      0.17%
      !!
      This company is expanding their fossil fuel production and
      is off track with the UN target to limit global temperature
      rise to 1.5°C
      0.17%
    • Shell
      0.17%
      !!
      This company is expanding their fossil fuel production and
      is off track with the UN target to limit global temperature
      rise to 1.5°C
      0.17%
    • Shin-Etsu Chemical Co., Ltd.
      0.10%
      0.10%
    • Unilever PLC
      0.09%
      0.09%
    • Air Liquide
      0.07%
      0.07%
    • Reliance Industries Ltd.
      0.07%
      !!
      This company is expanding their fossil fuel production and
      is off track with the UN target to limit global temperature
      rise to 1.5°C
      0.07%
    • 3M
      0.06%
      0.06%
    • Colgate-Palmolive Co.
      0.05%
      0.05%
    • Ecolab, Inc.
      0.04%
      0.04%
    • The Sherwin-Williams Co.
      0.04%
      0.04%
    • Corteva, Inc.
      0.03%
      0.03%
    • Givaudan SA
      0.03%
      0.03%
    • Kimberly-Clark Corp.
      0.03%
      0.03%
    • Basf Se
      0.02%
      0.02%
    • Dupont De Nemours
      0.02%
      0.02%
    • Eni Spa
      0.02%
      !!
      This company is expanding their fossil fuel production and
      is off track with the UN target to limit global temperature
      rise to 1.5°C
      0.02%
    • Koninklijke Ahold Delhaize Nv
      0.02%
      0.02%
    • Orica Ltd.
      0.02%
      0.02%
    • PPG Industries, Inc.
      0.02%
      0.02%
    • Bayer
      0.01%
      0.01%
    • Beiersdorf AG
      0.01%
      0.01%
    • Cabot Corp.
      0.01%
      0.01%
    • China Petroleum & Chemical Corp.
      0.01%
      !!
      This company is expanding their fossil fuel production and
      is off track with the UN target to limit global temperature
      rise to 1.5°C
      0.01%
    • Church & Dwight Co., Inc.
      0.01%
      0.01%
    • Dcc PLC
      0.01%
      0.01%
    • Dow, Inc.
      0.01%
      0.01%
    • Henkel AG & Co. Kgaa
      0.01%
      0.01%
    • International Flavors & Fragrances, Inc.
      0.01%
      0.01%
    • Itc Ltd.
      0.01%
      0.01%
    • Kao Corp.
      0.01%
      0.01%
    • Mowi Asa
      0.01%
      0.01%
    • Novozymes A/S
      0.01%
      0.01%
    • Nutrien Ltd.
      0.01%
      0.01%
    • Otsuka Holdings Co., Ltd.
      0.01%
      0.01%
    • Rentokil Initial
      0.01%
      0.01%
    • Rpm International, Inc.
      0.01%
      0.01%
    • Sabic
      0.01%
      0.01%
    • The Clorox Co.
      0.01%
      0.01%
    • Tyson Foods Inc
      0.01%
      0.01%
  • Human Rights Violations

    • 1.09%
    • 0.30%
    • Rio Tinto
      0.20%
      0.20%
    • Ubs
      0.16%
      0.16%
    • Nestlé
      0.14%
      0.14%
    • Wells Fargo
      0.13%
      0.13%
    • 0.12%
    • Caterpillar
      0.08%
      0.08%
    • General Motors
      0.03%
      0.03%
    • Holcim
      0.03%
      0.03%
    • Petrobras
      0.03%
      !!
      This company is expanding their fossil fuel production and
      is off track with the UN target to limit global temperature
      rise to 1.5°C
      0.03%
    • Saudi Aramco
      0.03%
      !!
      This company is expanding their fossil fuel production and
      is off track with the UN target to limit global temperature
      rise to 1.5°C
      0.03%
    • Ck Hutchison
      0.02%
      0.02%
    • Glencore
      0.02%
      0.02%
    • China Petroleum & Chemical Corp.
      0.01%
      !!
      This company is expanding their fossil fuel production and
      is off track with the UN target to limit global temperature
      rise to 1.5°C
      0.01%
    • Grupo México S.A.B. De C.V.
      0.01%
      0.01%
    • Petrochina Co Ltd
      0.01%
      !!
      This company is expanding their fossil fuel production and
      is off track with the UN target to limit global temperature
      rise to 1.5°C
      0.01%
    • Zijin Mining
      0.01%
      0.01%
  • Fossil Fuels

    • Contact Energy Ltd.
      1.01%
      1.5°C
      This company is on a 1.5°C pathway
      1.01%
    • BHP
      0.62%
      !!
      This company is expanding their fossil fuel production and
      is off track with the UN target to limit global temperature
      rise to 1.5°C
      0.62%
    • Exxon Mobil Corp.
      0.50%
      !!
      This company is expanding their fossil fuel production and
      is off track with the UN target to limit global temperature
      rise to 1.5°C
      0.50%
    • Totalenergies Se
      0.24%
      !!
      This company is expanding their fossil fuel production and
      is off track with the UN target to limit global temperature
      rise to 1.5°C
      0.24%
    • Rio Tinto
      0.20%
      0.20%
    • Chevron Corp.
      0.17%
      !!
      This company is expanding their fossil fuel production and
      is off track with the UN target to limit global temperature
      rise to 1.5°C
      0.17%
    • Shell
      0.17%
      !!
      This company is expanding their fossil fuel production and
      is off track with the UN target to limit global temperature
      rise to 1.5°C
      0.17%
    • Woodside Energy Group Ltd.
      0.15%
      !!
      This company is expanding their fossil fuel production and
      is off track with the UN target to limit global temperature
      rise to 1.5°C
      0.15%
    • Equinor Asa
      0.13%
      !!
      This company is expanding their fossil fuel production and
      is off track with the UN target to limit global temperature
      rise to 1.5°C
      0.13%
    • Channel Infrastructure
      0.08%
      0.08%
    • Conocophillips
      0.08%
      !!
      This company is expanding their fossil fuel production and
      is off track with the UN target to limit global temperature
      rise to 1.5°C
      0.08%
    • Nextera Energy, Inc.
      0.07%
      0.07%
    • Reliance Industries Ltd.
      0.07%
      !!
      This company is expanding their fossil fuel production and
      is off track with the UN target to limit global temperature
      rise to 1.5°C
      0.07%
    • The Southern Co.
      0.07%
      0.07%
    • BP
      0.06%
      !!
      This company is expanding their fossil fuel production and
      is off track with the UN target to limit global temperature
      rise to 1.5°C
      0.06%
    • Duke Energy Corp
      0.06%
      0.06%
    • Enbridge, Inc.
      0.06%
      !!
      This company is expanding their fossil fuel production and
      is off track with the UN target to limit global temperature
      rise to 1.5°C
      0.06%
    • Eog Resources, Inc.
      0.05%
      !!
      This company is expanding their fossil fuel production and
      is off track with the UN target to limit global temperature
      rise to 1.5°C
      0.05%
    • The Williams Cos., Inc.
      0.05%
      !!
      This company is expanding their fossil fuel production and
      is off track with the UN target to limit global temperature
      rise to 1.5°C
      0.05%
    • Enel
      0.04%
      1.5°C
      This company is on a 1.5°C pathway
      0.04%
    • Itochu Corp.
      0.04%
      !!
      This company is expanding their fossil fuel production and
      is off track with the UN target to limit global temperature
      rise to 1.5°C
      0.04%
    • Kinder Morgan, Inc.
      0.04%
      !!
      This company is expanding their fossil fuel production and
      is off track with the UN target to limit global temperature
      rise to 1.5°C
      0.04%
    • Mitsubishi Corp.
      0.04%
      !!
      This company is expanding their fossil fuel production and
      is off track with the UN target to limit global temperature
      rise to 1.5°C
      0.04%
    • Mitsui & Co., Ltd.
      0.04%
      !!
      This company is expanding their fossil fuel production and
      is off track with the UN target to limit global temperature
      rise to 1.5°C
      0.04%
    • National Grid PLC
      0.04%
      !!
      This company is expanding their fossil fuel production and
      is off track with the UN target to limit global temperature
      rise to 1.5°C
      0.04%
    • Oneok, Inc.
      0.04%
      0.04%
    • Santos Ltd.
      0.04%
      !!
      This company is expanding their fossil fuel production and
      is off track with the UN target to limit global temperature
      rise to 1.5°C
      0.04%
    • Targa Resources Corp.
      0.04%
      0.04%
    • American Electric Power Co., Inc.
      0.03%
      0.03%
    • Canadian Natural Resources Ltd.
      0.03%
      !!
      This company is expanding their fossil fuel production and
      is off track with the UN target to limit global temperature
      rise to 1.5°C
      0.03%
    • Cheniere Energy, Inc.
      0.03%
      !!
      This company is expanding their fossil fuel production and
      is off track with the UN target to limit global temperature
      rise to 1.5°C
      0.03%
    • Constellation Energy Corp.
      0.03%
      0.03%
    • Dominion Energy, Inc.
      0.03%
      0.03%
    • Entergy Corp.
      0.03%
      0.03%
    • Fairfax Financial Holdings Ltd.
      0.03%
      0.03%
    • Hess Corp.
      0.03%
      !!
      This company is expanding their fossil fuel production and
      is off track with the UN target to limit global temperature
      rise to 1.5°C
      0.03%
    • Marathon Petroleum Corp.
      0.03%
      0.03%
    • Origin Energy
      0.03%
      !!
      This company is expanding their fossil fuel production and
      is off track with the UN target to limit global temperature
      rise to 1.5°C
      0.03%
    • Petrobras
      0.03%
      !!
      This company is expanding their fossil fuel production and
      is off track with the UN target to limit global temperature
      rise to 1.5°C
      0.03%
    • Phillips 66
      0.03%
      0.03%
    • Saudi Aramco
      0.03%
      !!
      This company is expanding their fossil fuel production and
      is off track with the UN target to limit global temperature
      rise to 1.5°C
      0.03%
    • South32 Ltd.
      0.03%
      0.03%
    • Tc Energy Corp.
      0.03%
      !!
      This company is expanding their fossil fuel production and
      is off track with the UN target to limit global temperature
      rise to 1.5°C
      0.03%
    • Valero Energy Corp.
      0.03%
      0.03%
    • Ameren Corp.
      0.02%
      0.02%
    • Apa Group
      0.02%
      !!
      This company is expanding their fossil fuel production and
      is off track with the UN target to limit global temperature
      rise to 1.5°C
      0.02%
    • Bolloré Se
      0.02%
      0.02%
    • Cms Energy Corp.
      0.02%
      0.02%
    • Chesapeake Energy Corp.
      0.02%
      !!
      This company is expanding their fossil fuel production and
      is off track with the UN target to limit global temperature
      rise to 1.5°C
      0.02%
    • Ck Hutchison
      0.02%
      0.02%
    • Consolidated Edison, Inc.
      0.02%
      0.02%
    • Diamondback Energy, Inc.
      0.02%
      !!
      This company is expanding their fossil fuel production and
      is off track with the UN target to limit global temperature
      rise to 1.5°C
      0.02%
    • E.On Se
      0.02%
      0.02%
    • Engie SA
      0.02%
      !!
      This company is expanding their fossil fuel production and
      is off track with the UN target to limit global temperature
      rise to 1.5°C
      0.02%
    • Eni Spa
      0.02%
      !!
      This company is expanding their fossil fuel production and
      is off track with the UN target to limit global temperature
      rise to 1.5°C
      0.02%
    • Eqt Corp.
      0.02%
      !!
      This company is expanding their fossil fuel production and
      is off track with the UN target to limit global temperature
      rise to 1.5°C
      0.02%
    • Glencore
      0.02%
      0.02%
    • Grupo Financiero Inbursa Sab De Cv
      0.02%
      0.02%
    • Marubeni Corp.
      0.02%
      !!
      This company is expanding their fossil fuel production and
      is off track with the UN target to limit global temperature
      rise to 1.5°C
      0.02%
    • Nippon Steel Corp.
      0.02%
      0.02%
    • Occidental Petroleum Corp.
      0.02%
      !!
      This company is expanding their fossil fuel production and
      is off track with the UN target to limit global temperature
      rise to 1.5°C
      0.02%
    • Orica Ltd.
      0.02%
      0.02%
    • Pembina Pipeline Corp.
      0.02%
      !!
      This company is expanding their fossil fuel production and
      is off track with the UN target to limit global temperature
      rise to 1.5°C
      0.02%
    • Ppl Corp.
      0.02%
      0.02%
    • Sempra Energy
      0.02%
      !!
      This company is expanding their fossil fuel production and
      is off track with the UN target to limit global temperature
      rise to 1.5°C
      0.02%
    • Sumitomo Corp.
      0.02%
      !!
      This company is expanding their fossil fuel production and
      is off track with the UN target to limit global temperature
      rise to 1.5°C
      0.02%
    • Suncor Energy, Inc.
      0.02%
      !!
      This company is expanding their fossil fuel production and
      is off track with the UN target to limit global temperature
      rise to 1.5°C
      0.02%
    • Vale SA
      0.02%
      0.02%
    • Vistra Energy
      0.02%
      0.02%
    • Washington H. Soul Pattinson & Co. Ltd.
      0.02%
      0.02%
    • Wec Energy Group, Inc.
      0.02%
      0.02%
    • Xcel Energy, Inc.
      0.02%
      0.02%
    • Agl Energy Ltd.
      0.01%
      0.01%
    • Alliant Energy Corp.
      0.01%
      0.01%
    • Ampol Ltd.
      0.01%
      0.01%
    • Atmos Energy Corp.
      0.01%
      0.01%
    • Barrick Gold
      0.01%
      0.01%
    • Cenovus Energy, Inc.
      0.01%
      !!
      This company is expanding their fossil fuel production and
      is off track with the UN target to limit global temperature
      rise to 1.5°C
      0.01%
    • Centerpoint Energy, Inc.
      0.01%
      0.01%
    • China Petroleum & Chemical Corp.
      0.01%
      !!
      This company is expanding their fossil fuel production and
      is off track with the UN target to limit global temperature
      rise to 1.5°C
      0.01%
    • China Shenhua Energy
      0.01%
      0.01%
    • Dassault Systèmes Se
      0.01%
      0.01%
    • Devon Energy Corp.
      0.01%
      !!
      This company is expanding their fossil fuel production and
      is off track with the UN target to limit global temperature
      rise to 1.5°C
      0.01%
    • Dte Energy Co.
      0.01%
      0.01%
    • Edp-Energias De Portugal SA
      0.01%
      1.5°C
      This company is on a 1.5°C pathway
      0.01%
    • Emera, Inc.
      0.01%
      0.01%
    • Firstenergy Corp.
      0.01%
      0.01%
    • Fortis, Inc.
      0.01%
      !!
      This company is expanding their fossil fuel production and
      is off track with the UN target to limit global temperature
      rise to 1.5°C
      0.01%
    • Franco-Nevada Corp.
      0.01%
      0.01%
    • Grupo México S.A.B. De C.V.
      0.01%
      0.01%
    • Halliburton Co.
      0.01%
      0.01%
    • Intertek Group PLC
      0.01%
      0.01%
    • Loews Corp.
      0.01%
      0.01%
    • Nisource, Inc.
      0.01%
      0.01%
    • Nrg Energy, Inc.
      0.01%
      0.01%
    • Ntpc Ltd.
      0.01%
      0.01%
    • Petrochina Co Ltd
      0.01%
      !!
      This company is expanding their fossil fuel production and
      is off track with the UN target to limit global temperature
      rise to 1.5°C
      0.01%
    • Pg&E Corp
      0.01%
      0.01%
    • Posco
      0.01%
      !!
      This company is expanding their fossil fuel production and
      is off track with the UN target to limit global temperature
      rise to 1.5°C
      0.01%
    • Texas Pacific Land Corp.
      0.01%
      0.01%
  • Weapons

    • 0.33%
    • Amphenol Corp.
      0.04%
      0.04%
    • Howmet Aerospace, Inc.
      0.04%
      0.04%
    • Mtu Aero Engines AG
      0.03%
      0.03%
    • Saab Ab
      0.03%
      0.03%
    • Teledyne Technologies, Inc.
      0.03%
      0.03%
    • Larsen & Toubro Ltd.
      0.02%
      0.02%
    • Singapore Technologies Engineering Ltd.
      0.02%
      0.02%
    • Bharat Electronics Ltd.
      0.01%
      0.01%
    • Hanwha Aerospace Co., Ltd.
      0.01%
      0.01%
    • Rolls-Royce Holdings PLC
      0.01%
      0.01%
  • Environmental Harm

    • BHP
      0.62%
      !!
      This company is expanding their fossil fuel production and
      is off track with the UN target to limit global temperature
      rise to 1.5°C
      0.62%
    • Coca-Cola
      0.18%
      0.18%
    • Chevron Corp.
      0.17%
      !!
      This company is expanding their fossil fuel production and
      is off track with the UN target to limit global temperature
      rise to 1.5°C
      0.17%
    • Shell
      0.17%
      !!
      This company is expanding their fossil fuel production and
      is off track with the UN target to limit global temperature
      rise to 1.5°C
      0.17%
    • Pepsico
      0.13%
      0.13%
    • Unilever PLC
      0.09%
      0.09%
    • Danone
      0.08%
      0.08%
    • 3M
      0.06%
      0.06%
    • Duke Energy Corp
      0.06%
      0.06%
    • Mondelez
      0.06%
      0.06%
    • 0.04%
    • Mitsubishi Corp.
      0.04%
      !!
      This company is expanding their fossil fuel production and
      is off track with the UN target to limit global temperature
      rise to 1.5°C
      0.04%
    • Corteva, Inc.
      0.03%
      0.03%
    • Archer-Daniels Midland
      0.02%
      0.02%
    • Basf Se
      0.02%
      0.02%
    • 0.02%
    • Glencore
      0.02%
      0.02%
    • Vale SA
      0.02%
      0.02%
    • Barrick Gold
      0.01%
      0.01%
    • Bayer
      0.01%
      0.01%
    • Fonterra
      0.01%
      0.01%
    • Mowi Asa
      0.01%
      0.01%
    • Ntpc Ltd.
      0.01%
      0.01%
    • Nutrien Ltd.
      0.01%
      0.01%
    • Pg&E Corp
      0.01%
      0.01%
    • Posco
      0.01%
      !!
      This company is expanding their fossil fuel production and
      is off track with the UN target to limit global temperature
      rise to 1.5°C
      0.01%
    • Zijin Mining
      0.01%
      0.01%

About this Fund

The Shielded Growth Fund is part of the Investment Series range of funds. The fund is suited to investors who seek potentially relatively high returns over longer term periods (seven years plus), allowing for short to medium term ups and downs, whilst partially shielding the fund against some of the more significant short-term risks. We aim to achieve this by investing predominantly in growth assets, with little or no allocation to income assets.

Value $14.5M NZD
Period of data report 31st March 2025
Fund started 31st May 2018
Total annual fund fees 2.96%
Total performance based fees 0.0%
Manager's basic fee 2.87%
Other management and administration charges 0.09%
Total other charges 0.0
Total other charges currency NZD

Nic Craven

Currently: Chief Investment Officer, Booster Financial Services Limited (3 years, 8 months)
Previously: Senior Manager - Research, Booster Financial Services Limited (3 years, 2 months)

David Beattie

Currently: Chair of the Investment Committee, Booster Investment Management Limited (6 years, 1 months)
Previously: CIO, Booster Financial Services Limited (17 years, 6 months)

Brendon Doyle

Currently: Investment Committee Member, Booster Investment Management Limited (0 years, 7 months)
Previously: Director of Direct Investments, Booster Financial Services Limited (7 years, 0 months)

Aaron Usher

Currently: Portfolio Strategy Manager, Booster Financial Services Limited (3 years, 8 months)
Previously: Portfolio Manager - Australasian Equities, Booster Financial Services Limited (3 years, 8 months)

Rowan Calvert

Currently: Portfolio Manager - Global Equities, Booster Financial Services Limited (7 years, 5 months)
Previously: Senior Equity Analyst, Booster Financial Services Limited (7 years, 4 months)

This information has been sourced from the quarterly data that each fund has filed with Disclose register to 31st March 2025.

Past Returns

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
2025 4.07% 1.57%
2024 15.78% 14.44%
2023 -4.85% -5.57%
2022 3.53% 2.33%
2021 35.55% 27.15%
2020 -7.06% -3.36%

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 fund has filed with Disclose register to 31st March 2025.

Top 10 Investments

  • Vanguard Emerging Markets Share Index Fund

    Australia Fund

    5.96%
  • Vanguard ESG US Stock ETF

    United States Fund

    5.11%
  • Fisher & Paykel Healthcare Corporation Limited

    New Zealand Australasian Equities

    2.59%
  • Microsoft Corporation

    United States International Equities

    2.4%
  • Apple Inc

    United States International Equities

    2.06%
  • Auckland International Airport Limited

    New Zealand Australasian Equities

    1.8%
  • Nvidia Corp

    United States International Equities

    1.73%
  • Amazon.Com Inc

    United States International Equities

    1.69%
  • Spdr Msci Europe Communication Services Ucits ETF

    Ireland Fund

    1.34%
  • Infratil Limited

    New Zealand Australasian Equities

    1.31%
Type Target Actual
Cash and Cash Equivalents 1.0% 1.47%
New Zealand Fixed Interest 0.0% 2.24%
International Fixed Interest 0.0% 1.41%
Australasian Equities 32.0% 25.14%
International Equities 57.0% 64.82%
Listed Properties 2.0% 1.22%
Unlisted Properties 8.0% 3.7%
Other 0.0% 0.0%
Commodities 0.0% 0.0%

Investment Mix

How the money in this fund is invested by asset type.

This information has been sourced from the quarterly data that each fund has filed with Disclose register to 31st March 2025.