Booster Private Land and Property Fund

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Not Mindful
Type: Growth fund
Past Returns: No 3 year data yet

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

Annual Fees: 0.0%

Annual fees, including management and administration fees, but not membership 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.

This fund has no investments in issues of concern


This data is compiled by Mindful Money from the fund information and portfolios that each fund has filed with the Disclose register to Wed March 31st 2021 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.

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.

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

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 Wed March 31st 2021.

Showing the top 10 investments for this fund:

  • 2624 State Highway 10 Kerikeri Northland
    New Zealand Unlisted Property
    25.98%
  • NZ Cash (BNZ Bank Trust Account)
    New Zealand Cash and Equivalents AA-
    19.81%
  • 206 Upton Downs Road Seddon Marlborough
    New Zealand Unlisted Property
    14.77%
  • Maraekakaho Road Hastings Hawke'S Bay
    New Zealand Unlisted Property
    12.36%
  • 75 Barewood Road Seddon Marlborough
    New Zealand Unlisted Property
    11.66%
  • Waimea West Hops Limited
    New Zealand Australasian Equities
    10.77%
  • 416 Main Road Hope Nelson
    New Zealand Unlisted Property
    8.18%
  • 243 Old Coach Road Mahana Nelson
    New Zealand Unlisted Property
    5.86%
  • 288 Ranzau Road Hope Nelson
    New Zealand Unlisted Property
    5.68%
  • 57 Appleby Highway Hope Nelson
    New Zealand Unlisted Property
    3.84%

This information has been sourced from the quarterly data that each fund has filed with Disclose register Wed March 31st 2021.

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

Target

Actual


Type Target Actual
Cash and Cash Equivalents 0.0% 15.41%
New Zealand Fixed Interest 0.0% 0.0%
International Fixed Interest 0.0% 0.0%
Australasian Equities 0.0% 0.0%
International Equities 0.0% 0.0%
Listed Properties 0.0% 0.0%
Unlisted Properties 100.0% 84.59%
Other 0.0% 0.0%
Commodities 0.0% 0.0%

This information has been sourced from the quarterly data that each fund has filed with Disclose register to Wed March 31st 2021.

Does this fund exclude companies that cause deep concern to New Zealanders? The first column shows if the fund has a credible 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:
    0.00%
  • Animal Testing:
    0.00%
  • Fossil Fuels:
    0.00%
  • Gambling:
    0.00%
  • GMOs:
    0.00%
  • Human Rights & Environmental Violations:
    0.00%
  • Palm Oil:
    0.00%
  • Tobacco:
    0.00%
  • Weapons:
    0.00%

This data is compiled by Mindful Money from the fund information and portfolios that each fund has filed with the Disclose register to Wed March 31st 2021 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.

Note that the fund’s exclusions policy may not be consistent with its portfolio holdings because the fund might be still implementing its policy change or their policy may be less stringent than the definitions applied by Mindful Money.

Note that many funds exclude controversial weapons. However, the category of Weapons used in this analysis is broader in scope, covering all munitions, firearms and military weapons. Similarly Mindful Money uses a broader scope for fossil fuels than the government’s rules for default KiwiSaver funds. The full definitions used in the Mindful Money analysis are here.

In their own words

"The Booster Private Land and Property Fund investment objective is to provide investors with a complementary and enhanced risk/return outcome compared to traditional listed property investments. It may borrow to invest in more land and properties or to develop land and properties already held by the fund."

Value $65M NZD
Period of data report Wed March 31st 2021
Fund started Mon Jan. 7th 2019
Total annual fund fees 0.0%
Total performance based fees 0.0%
Manager's basic fee 0.0%
Other management and administration charges 0.0%
Total other charges 0.0
Total other charges currency NZD

Key Personnel

David Beattie

Currently: Principal Booster Financial Services Limited (2 years, 10 months)
Previously: CIO Booster Financial Services Limited (17 years, 6 months)

Nic Craven

Currently: Senior Manager - Research Booster Financial Services Limited (2 years, 10 months)
Previously: Research Manager Booster Financial Services Limited (4 years, 2 months)

Allan Yeo

Currently: Managing Director Booster Financial Services Limited (22 years, 10 months)
Previously: Associate Director Barclays Bank plc (2 years, 0 months)

Brendon Doyle

Currently: Director Booster Financial Services Limited (4 years, 1 months)
Previously: Deputy Secretary Financial Operations New Zealand Treasury (1 years, 1 months)

Paul Foley

Currently: Executive Chairman Booster Financial Services Limited (2 years, 5 months)
Previously: Director Booster Financial Services Limited (6 years, 9 months)

This information has been sourced from the quarterly data that each fund has filed with Disclose register to Wed March 31st 2021.

Downloads

Download the fund's disclosure statement and portfolio holdings.

Latest news

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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.