Issues of concern

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

Key:

  • Human Rights Violations
  • Environmental Harm
  • Animal Cruelty
  • Weapons
  • Fossil Fuels
  • Social Harm

Companies 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 30th Sept. 2023 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.

About this fund

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. The Private Land and Property Fund invests in primarily agricultural and horticultural land and property-based investments by investing in units in Booster’s wholesale fund, the Private Land and Property Portfolio (Wholesale Portfolio). The fund only holds unit in the Wholesale Portfolio, and potentially some cash.

Value $131M NZD
Period of data report 30th Sept. 2023
Fund started 7th Jan. 2019
Total annual fund fees 1.19%
Total performance based fees 0.0%
Manager's basic fee 1.01%
Other management and administration charges 0.18%
Total other charges 0.0
Total other charges currency NZD

Nic Craven

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

Brendon Doyle

Currently: Director of Direct Investments, Booster Financial Services Limited (6 years, 8 months)
Previously: Deputy Secretary, Financial Operations, New Zealand Treasury (1 years, 1 months)

Duncan Wylie

Currently: GM-Strategic Development, Booster Financial Services Limited (6 years, 8 months)
Previously: GM Corporate Development, Todd Corporation (1 years, 1 months)

Allan Yeo

Currently: Managing Director, Booster Financial Services Limited (25 years, 4 months)
Previously: Associate Director, Barclays Bank plc (2 years, 0 months)

David Beattie

Currently: Principal, Booster Financial Services Limited (4 years, 7 months)
Previously: CIO, Booster Financial Services Limited (17 years, 6 months)

This information has been sourced from the quarterly data that each fund has filed with Disclose register to 30th Sept. 2023.

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

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 30th Sept. 2023.

Top 10 Investments

  • 2624 State Highway 10, Kerikeri, Northland
    New Zealand Unlisted Property
    17.68%
  • 86 Hukatere Road Pukenui, 189 Henry Road Katikati, 579 Wharerata Road Patutahi, and 5117 Far North Road Ngataki
    New Zealand Unlisted Property
    13.76%
  • 206 Upton Downs Road, Seddon, Marlborough
    New Zealand Unlisted Property
    12.1%
  • 5 Chewings Road, Mossburn
    New Zealand Unlisted Property
    8.98%
  • 16 Chewings Road, Mossburn
    New Zealand Unlisted Property
    8.77%
  • 75 Barewood Road, Seddon, Marlborough
    New Zealand Unlisted Property
    8.26%
  • Waimea West Hops Limited
    New Zealand Unlisted Property
    7.93%
  • 2316 Orepuki Riverton Highway, Pahia
    New Zealand Unlisted Property
    7.29%
  • Maraekakaho Road, Hastings, Hawke'S Bay
    New Zealand Unlisted Property
    6.95%
  • 416 Main Road, Hope, Nelson
    New Zealand Unlisted Property
    4.98%
Type Target Actual
Cash and Cash Equivalents 0.0% 1.09%
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% 98.91%
Other 0.0% 0.0%
Commodities 0.0% 0.0%

Investment Mix

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

This information has been sourced from the quarterly data that each fund has filed with Disclose register to 30th Sept. 2023.