Booster Socially Responsible Balanced Fund

About this fund

In their own words

The Socially Responsible Balanced Fund invests in a balanced mix of income and growth assets. It excludes investments which do not satisfy certain socially responsible investment criteria. It is suited to investors looking for an investment that reflects their personal values, who are comfortable with a medium level of risk and are willing to accept a medium level of returns.

Booster has been looking after New Zealanders’ money since 1998. And we’re proudly Kiwi owned and operated. We’re an independent financial services company, based right here in Wellington.
We know that understanding how your money is invested is important to you. It's important to us too. That's why we consider environmental, social and governance risks when we assess investments across all of our core KiwiSaver and Investment funds.

Key Personnel

This information has been sourced from the quarterly data that each fund has filed with Disclose register to 30th Sept. 2022.

• Product Disclosure Statement (PDS) v
• Responsible Investment Policy v
• Portfolio holdings v

Investment Exclusions

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).

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 the fund’s exclusion policy and thresholds may be different from the definitions applied by Mindful Money.

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. 2022 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 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.

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.

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. 2022.

Top 10 Investments

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. 2022.