Funds

Booster Investment High Growth Fund

Total Ethical Concerns: 13.81%

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

Companies of Concern

  • Animal Cruelty 2.86%

    • Hermès International Sca
      0.45%
      0.45%
    • Exxon Mobil Corp.
      0.44%
      !!
      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
      0.44%
    • L'Oréal SA
      0.37%
      0.37%
    • 0.22%
    • Shin-Etsu Chemical Co., Ltd.
      0.18%
      0.18%
    • Reliance Industries Ltd.
      0.11%
      !!
      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
      0.11%
    • Shell
      0.09%
      !!
      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
      0.09%
    • Chevron Corp.
      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%
    • Air Liquide
      0.03%
      0.03%
    • Unilever PLC
      0.03%
      0.03%
    • Colgate-Palmolive Co.
      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%
    • Itc Ltd.
      0.02%
      0.02%
    • Orica Ltd.
      0.02%
      0.02%
    • Sabic
      0.02%
      0.02%
    • Asian Paints Ltd.
      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%
    • Corteva, Inc.
      0.01%
      0.01%
    • Hindalco Industries Ltd.
      0.01%
      0.01%
    • Kimberly-Clark Corp.
      0.01%
      0.01%
  • Human Rights Violations 2.91%

    • 0.91%
    • Rio Tinto
      0.26%
      0.26%
    • Ubs
      0.23%
      0.23%
    • 0.19%
    • 0.06%
    • Petrobras
      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%
    • Saudi Aramco
      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%
    • Grupo México S.A.B. De C.V.
      0.02%
      0.02%
    • Petrochina Co Ltd
      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%
    • Zijin Mining
      0.02%
      0.02%
    • Centrais Elétricas Brasileiras SA
      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%
    • Holcim
      0.01%
      0.01%
    • Mtn Group Limited
      0.01%
      0.01%
    • Nestlé
      0.01%
      0.01%
    • Wells Fargo
      0.01%
      0.01%
  • Social Harm 3.41%

  • Fossil Fuels 5.16%

    • Contact Energy Ltd.
      1.07%
      1.5°C
      This company is on a 1.5°C pathway
      1.07%
    • BHP
      0.91%
      !!
      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
      0.91%
    • Exxon Mobil Corp.
      0.44%
      !!
      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
      0.44%
    • Totalenergies Se
      0.31%
      !!
      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
      0.31%
    • Rio Tinto
      0.26%
      0.26%
    • Woodside Energy Group Ltd.
      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%
    • Equinor Asa
      0.22%
      !!
      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
      0.22%
    • Reliance Industries Ltd.
      0.11%
      !!
      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
      0.11%
    • Channel Infrastructure
      0.09%
      0.09%
    • Shell
      0.09%
      !!
      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
      0.09%
    • Chevron Corp.
      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%
    • Petrobras
      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%
    • 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%
    • Saudi Aramco
      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%
    • Vale SA
      0.04%
      0.04%
    • Conocophillips
      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%
    • Grupo Financiero Inbursa Sab De Cv
      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%
    • South32 Ltd.
      0.03%
      0.03%
    • 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%
    • BP
      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%
    • China Shenhua Energy
      0.02%
      0.02%
    • Enel
      0.02%
      1.5°C
      This company is on a 1.5°C pathway
      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%
    • Eog Resources, 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%
    • Grupo México S.A.B. De C.V.
      0.02%
      0.02%
    • Itochu 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%
    • Kinder Morgan, 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%
    • Mitsubishi 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%
    • Mitsui & Co., Ltd.
      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%
    • National Grid PLC
      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%
    • Ntpc Ltd.
      0.02%
      0.02%
    • Orica Ltd.
      0.02%
      0.02%
    • Petrochina Co Ltd
      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%
    • Posco
      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%
    • The Williams Cos., 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%
    • Washington H. Soul Pattinson & Co. Ltd.
      0.02%
      0.02%
    • Acwa Power
      0.01%
      0.01%
    • Agl Energy Ltd.
      0.01%
      0.01%
    • Ampol Ltd.
      0.01%
      0.01%
    • Centrais Elétricas Brasileiras SA
      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%
    • Hess 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%
    • Marathon Petroleum Corp.
      0.01%
      0.01%
    • Oneok, Inc.
      0.01%
      0.01%
    • Orlen
      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%
    • Phillips 66
      0.01%
      0.01%
    • Targa Resources Corp.
      0.01%
      0.01%
    • Tata Steel Ltd.
      0.01%
      0.01%
    • Valero Energy Corp.
      0.01%
      0.01%
    • Weg SA
      0.01%
      0.01%
  • Weapons 0.42%

    • 0.24%
    • Larsen & Toubro Ltd.
      0.03%
      0.03%
    • Hanwha Aerospace Co., Ltd.
      0.02%
      0.02%
    • Rolls-Royce Holdings PLC
      0.02%
      0.02%
    • Bharat Electronics Ltd.
      0.01%
      0.01%
    • Hindustan Aeronautics Ltd.
      0.01%
      0.01%
    • Rheinmetall AG
      0.01%
      0.01%
  • Environmental Harm 1.61%

    • BHP
      0.91%
      !!
      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
      0.91%
    • Danone
      0.11%
      0.11%
    • Shell
      0.09%
      !!
      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
      0.09%
    • Coca-Cola
      0.07%
      0.07%
    • Chevron Corp.
      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%
    • Pepsico
      0.05%
      0.05%
    • Vale SA
      0.04%
      0.04%
    • Unilever PLC
      0.03%
      0.03%
    • 0.02%
    • Mitsubishi 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%
    • Mondelez
      0.02%
      0.02%
    • Ntpc Ltd.
      0.02%
      0.02%
    • Posco
      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%
    • Zijin Mining
      0.02%
      0.02%
    • Corteva, Inc.
      0.01%
      0.01%

From the Fund Provider

  • About this fund

    About this Fund

    The High Growth Fund is part of the Investment Series range of funds. The fund is suited to investors who seek potentially higher returns on average over long term periods (ten years plus), allowing for short to medium term ups and downs. We aim to achieve this by investing predominantly in growth assets, with little or no allocation to income assets.

    Value $23.7M NZD
    Period of data report 31st March 2025
    Fund started 31st May 2015
    Total annual fund fees 3.03%
    Total performance based fees 0.0%
    Manager's basic fee 2.86%
    Other management and administration charges 0.17%
    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% -0.2%
    2024 15.78% 14.48%
    2023 -4.85% -4.31%
    2022 3.53% 4.25%
    2021 35.55% 30.44%
    2020 -7.06% -5.35%
    2019 10.17% 8.18%
    2018 7.53% 5.99%
    2017 9.49% 9.22%

    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 ESG US Stock ETF

      United States Fund

      9.3%
    • Vanguard Emerging Markets Share Index Fund

      Australia Fund

      8.67%
    • Fisher & Paykel Healthcare Corporation Limited

      New Zealand Australasian Equities

      2.74%
    • Spdr Msci Europe Communication Services Ucits ETF

      Ireland Fund

      2.32%
    • Microsoft Corporation

      United States International Equities

      2.07%
    • Ishares Msci Europe ESG ETF

      Germany Fund

      2.06%
    • Auckland International Airport Limited

      New Zealand Australasian Equities

      1.91%
    • Iport Drive Rolleston Warehouse

      New Zealand Unlisted Property

      1.75%
    • Amazon.Com Inc

      United States International Equities

      1.53%
    • Alphabet Inc (Class C)

      United States International Equities

      1.49%
    Type Target Actual
    Cash and Cash Equivalents 1.0% 1.81%
    New Zealand Fixed Interest 0.0% 0.26%
    International Fixed Interest 0.0% 0.0%
    Australasian Equities 32.0% 31.0%
    International Equities 57.0% 57.1%
    Listed Properties 2.0% 3.93%
    Unlisted Properties 8.0% 5.9%
    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

  • 2.86% Animal Cruelty
  • 2.91% Human Rights Violations
  • 3.41% Social Harm
  • 5.16% Fossil Fuels
  • 0.42% Weapons
  • 1.61% Environmental Harm

Companies of Concern

  • Animal Cruelty

    • Hermès International Sca
      0.45%
      0.45%
    • Exxon Mobil Corp.
      0.44%
      !!
      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
      0.44%
    • L'Oréal SA
      0.37%
      0.37%
    • 0.22%
    • Shin-Etsu Chemical Co., Ltd.
      0.18%
      0.18%
    • Reliance Industries Ltd.
      0.11%
      !!
      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
      0.11%
    • Shell
      0.09%
      !!
      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
      0.09%
    • Chevron Corp.
      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%
    • Air Liquide
      0.03%
      0.03%
    • Unilever PLC
      0.03%
      0.03%
    • Colgate-Palmolive Co.
      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%
    • Itc Ltd.
      0.02%
      0.02%
    • Orica Ltd.
      0.02%
      0.02%
    • Sabic
      0.02%
      0.02%
    • Asian Paints Ltd.
      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%
    • Corteva, Inc.
      0.01%
      0.01%
    • Hindalco Industries Ltd.
      0.01%
      0.01%
    • Kimberly-Clark Corp.
      0.01%
      0.01%
  • Human Rights Violations

    • 0.91%
    • Rio Tinto
      0.26%
      0.26%
    • Ubs
      0.23%
      0.23%
    • 0.19%
    • 0.06%
    • Petrobras
      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%
    • Saudi Aramco
      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%
    • Grupo México S.A.B. De C.V.
      0.02%
      0.02%
    • Petrochina Co Ltd
      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%
    • Zijin Mining
      0.02%
      0.02%
    • Centrais Elétricas Brasileiras SA
      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%
    • Holcim
      0.01%
      0.01%
    • Mtn Group Limited
      0.01%
      0.01%
    • Nestlé
      0.01%
      0.01%
    • Wells Fargo
      0.01%
      0.01%
  • Fossil Fuels

    • Contact Energy Ltd.
      1.07%
      1.5°C
      This company is on a 1.5°C pathway
      1.07%
    • BHP
      0.91%
      !!
      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
      0.91%
    • Exxon Mobil Corp.
      0.44%
      !!
      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
      0.44%
    • Totalenergies Se
      0.31%
      !!
      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
      0.31%
    • Rio Tinto
      0.26%
      0.26%
    • Woodside Energy Group Ltd.
      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%
    • Equinor Asa
      0.22%
      !!
      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
      0.22%
    • Reliance Industries Ltd.
      0.11%
      !!
      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
      0.11%
    • Channel Infrastructure
      0.09%
      0.09%
    • Shell
      0.09%
      !!
      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
      0.09%
    • Chevron Corp.
      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%
    • Petrobras
      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%
    • 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%
    • Saudi Aramco
      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%
    • Vale SA
      0.04%
      0.04%
    • Conocophillips
      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%
    • Grupo Financiero Inbursa Sab De Cv
      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%
    • South32 Ltd.
      0.03%
      0.03%
    • 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%
    • BP
      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%
    • China Shenhua Energy
      0.02%
      0.02%
    • Enel
      0.02%
      1.5°C
      This company is on a 1.5°C pathway
      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%
    • Eog Resources, 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%
    • Grupo México S.A.B. De C.V.
      0.02%
      0.02%
    • Itochu 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%
    • Kinder Morgan, 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%
    • Mitsubishi 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%
    • Mitsui & Co., Ltd.
      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%
    • National Grid PLC
      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%
    • Ntpc Ltd.
      0.02%
      0.02%
    • Orica Ltd.
      0.02%
      0.02%
    • Petrochina Co Ltd
      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%
    • Posco
      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%
    • The Williams Cos., 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%
    • Washington H. Soul Pattinson & Co. Ltd.
      0.02%
      0.02%
    • Acwa Power
      0.01%
      0.01%
    • Agl Energy Ltd.
      0.01%
      0.01%
    • Ampol Ltd.
      0.01%
      0.01%
    • Centrais Elétricas Brasileiras SA
      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%
    • Hess 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%
    • Marathon Petroleum Corp.
      0.01%
      0.01%
    • Oneok, Inc.
      0.01%
      0.01%
    • Orlen
      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%
    • Phillips 66
      0.01%
      0.01%
    • Targa Resources Corp.
      0.01%
      0.01%
    • Tata Steel Ltd.
      0.01%
      0.01%
    • Valero Energy Corp.
      0.01%
      0.01%
    • Weg SA
      0.01%
      0.01%
  • Weapons

    • 0.24%
    • Larsen & Toubro Ltd.
      0.03%
      0.03%
    • Hanwha Aerospace Co., Ltd.
      0.02%
      0.02%
    • Rolls-Royce Holdings PLC
      0.02%
      0.02%
    • Bharat Electronics Ltd.
      0.01%
      0.01%
    • Hindustan Aeronautics Ltd.
      0.01%
      0.01%
    • Rheinmetall AG
      0.01%
      0.01%
  • Environmental Harm

    • BHP
      0.91%
      !!
      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
      0.91%
    • Danone
      0.11%
      0.11%
    • Shell
      0.09%
      !!
      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
      0.09%
    • Coca-Cola
      0.07%
      0.07%
    • Chevron Corp.
      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%
    • Pepsico
      0.05%
      0.05%
    • Vale SA
      0.04%
      0.04%
    • Unilever PLC
      0.03%
      0.03%
    • 0.02%
    • Mitsubishi 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%
    • Mondelez
      0.02%
      0.02%
    • Ntpc Ltd.
      0.02%
      0.02%
    • Posco
      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%
    • Zijin Mining
      0.02%
      0.02%
    • Corteva, Inc.
      0.01%
      0.01%

About this Fund

The High Growth Fund is part of the Investment Series range of funds. The fund is suited to investors who seek potentially higher returns on average over long term periods (ten years plus), allowing for short to medium term ups and downs. We aim to achieve this by investing predominantly in growth assets, with little or no allocation to income assets.

Value $23.7M NZD
Period of data report 31st March 2025
Fund started 31st May 2015
Total annual fund fees 3.03%
Total performance based fees 0.0%
Manager's basic fee 2.86%
Other management and administration charges 0.17%
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% -0.2%
2024 15.78% 14.48%
2023 -4.85% -4.31%
2022 3.53% 4.25%
2021 35.55% 30.44%
2020 -7.06% -5.35%
2019 10.17% 8.18%
2018 7.53% 5.99%
2017 9.49% 9.22%

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 ESG US Stock ETF

    United States Fund

    9.3%
  • Vanguard Emerging Markets Share Index Fund

    Australia Fund

    8.67%
  • Fisher & Paykel Healthcare Corporation Limited

    New Zealand Australasian Equities

    2.74%
  • Spdr Msci Europe Communication Services Ucits ETF

    Ireland Fund

    2.32%
  • Microsoft Corporation

    United States International Equities

    2.07%
  • Ishares Msci Europe ESG ETF

    Germany Fund

    2.06%
  • Auckland International Airport Limited

    New Zealand Australasian Equities

    1.91%
  • Iport Drive Rolleston Warehouse

    New Zealand Unlisted Property

    1.75%
  • Amazon.Com Inc

    United States International Equities

    1.53%
  • Alphabet Inc (Class C)

    United States International Equities

    1.49%
Type Target Actual
Cash and Cash Equivalents 1.0% 1.81%
New Zealand Fixed Interest 0.0% 0.26%
International Fixed Interest 0.0% 0.0%
Australasian Equities 32.0% 31.0%
International Equities 57.0% 57.1%
Listed Properties 2.0% 3.93%
Unlisted Properties 8.0% 5.9%
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.