Funds

This is a Mindful fund Booster Wealth High Growth Fund

Total Ethical Concerns: 7.05%

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

Companies of Concern

  • Environmental Harm 1.02%

    • PepsiCo
      0.37%
      ocean
      This company is harming the ocean
    • Barrick Mining
      0.15%
    • Mondelez
      0.14%
      ocean
      This company is harming the ocean
    • Coca-Cola Bottler
      0.13%
      ocean
      This company is harming the ocean
    • The Coca-Cola Company
      0.13%
      ocean
      This company is harming the ocean
  • Fossil Fuels 0.35%

    • Caterpillar
      0.21%
      OPT
      Complicit in severe breaches of civilian Human Rights in Occupied Palestinian Territories
      ocean
      This company is harming the ocean
    • Barrick Mining
      0.15%
  • Animal Cruelty 1.18%

    • L'Oréal SA
      0.46%
    • Beiersdorf AG
      0.20%
    • Henkel AG & Co. Kgaa
      0.17%
    • Air Liquide
      0.11%
    • Church & Dwight Co., Inc.
      0.08%
    • Shin-Etsu Chemical Co., Ltd.
      0.08%
    • Dupont De Nemours
      0.07%
  • Human Rights Violations 4.74%

    • Tesla
      0.81%
    • Caterpillar
      0.21%
      OPT
      Complicit in severe breaches of civilian Human Rights in Occupied Palestinian Territories
      ocean
      This company is harming the ocean
    • IBM
      0.21%
      OPT
      Complicit in severe breaches of civilian Human Rights in Occupied Palestinian Territories
    • UBS
      0.19%
    • Volvo Group
      0.16%
      OPT
      Complicit in severe breaches of civilian Human Rights in Occupied Palestinian Territories
    • Toronto-Dominion Bank
      0.13%
    • General Motors
      0.12%
    • Holcim
      0.12%
      OPT
      Complicit in severe breaches of civilian Human Rights in Occupied Palestinian Territories
    • Heidelberg Materials
      0.11%
      OPT
      Complicit in severe breaches of civilian Human Rights in Occupied Palestinian Territories
    • Saint-Gobain
      0.11%
    • Maersk
      0.08%
      OPT
      Complicit in severe breaches of civilian Human Rights in Occupied Palestinian Territories
    • Motorola Solutions Inc
      0.08%
      OPT
      Complicit in severe breaches of civilian Human Rights in Occupied Palestinian Territories
    • Airbnb
      0.06%
      OPT
      Complicit in severe breaches of civilian Human Rights in Occupied Palestinian Territories
    • Booking Holdings
      0.05%
      OPT
      Complicit in severe breaches of civilian Human Rights in Occupied Palestinian Territories
  • Weapons 0.1%

    • FANUC Corp.
      0.10%

From the Fund Provider

  • About this fund

    About this Fund

    The Wealth High Growth 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, whilst excluding investments which do not satisfy certain responsible investment criteria. We aim to achieve this by investing predominantly in growth assets, with little or no allocation to income assets, and the application of our Approach to Responsible Investing policy.

    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.

    Value $2.07M NZD
    Period of data report 30th Sept. 2025
    Fund started 7th March 2025
    Total annual fund fees 0.95%
    Total performance based fees 0.01%
    Manager's basic fee 0.83%
    Other management and administration charges 0.11%
    Total other charges 0.0
    Total other charges currency NZD

    Nic Craven

    Currently: Investment Committee Member (0 years, 4 months)
    Previously: Chief Investment Officer, Booster Financial Services (3 years, 10 months)

    Aaron Usher

    Currently: Portfolio Strategy Manager (4 years, 2 months)
    Previously: Portfolio Manager - Australasian Equities, Booster Financial Services (3 years, 8 months)

    Steffan Berridge

    Currently: Investment Committee Member (0 years, 4 months)
    Previously: Chief Investment Officer, Kiwi Wealth (1 years, 4 months)

    Rowan Calvert

    Currently: Portfolio Manager - Global Equities (7 years, 11 months)
    Previously: Senior Equity Analyst, Booster Financial Services (7 years, 4 months)

    Simon O'Grady

    Currently: Chief Investment Officer (0 years, 1 months)
    Previously: Chief Investment Officer, Kiwi Wealth (9 years, 8 months)

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

    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. 2025.

  • Investments

    Top 10 Investments

    • Fisher & Paykel Healthcare Corporation Limited

      New Zealand Australasian Equities

      3.39%
    • Nvidia Corp

      United States International Equities

      3.06%
    • Microsoft Corporation

      United States International Equities

      2.83%
    • Apple Inc

      United States International Equities

      2.65%
    • Auckland International Airport Limited

      New Zealand Australasian Equities

      2.15%
    • Infratil Limited

      New Zealand Australasian Equities

      1.96%
    • Amazon.Com Inc

      United States International Equities

      1.76%
    • NZ Cash (BNZ Bank Trust Account)

      New Zealand Cash and Equivalents A-1+

      1.68%
    • Alphabet Inc (Class C)

      United States International Equities

      1.49%
    • Mercury NZ Limited

      New Zealand Australasian Equities

      1.35%
    Type Target Actual
    Cash and Cash Equivalents 1.0% 2.17%
    New Zealand Fixed Interest 0.0% 0.02%
    International Fixed Interest 0.0% 0.0%
    Australasian Equities 29.0% 28.58%
    International Equities 60.0% 60.5%
    Listed Properties 5.0% 8.73%
    Unlisted Properties 5.0% 0.0%
    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 30th Sept. 2025.

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. 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

  • 1.02% Environmental Harm
  • 0.35% Fossil Fuels
  • 1.18% Animal Cruelty
  • 4.74% Human Rights Violations
  • 0.01% Social Harm
  • 0.1% Weapons

Companies of Concern

  • Environmental Harm

    • PepsiCo
      0.37%
      ocean
      This company is harming the ocean
    • Barrick Mining
      0.15%
    • Mondelez
      0.14%
      ocean
      This company is harming the ocean
    • Coca-Cola Bottler
      0.13%
      ocean
      This company is harming the ocean
    • The Coca-Cola Company
      0.13%
      ocean
      This company is harming the ocean
  • Fossil Fuels

    • Caterpillar
      0.21%
      OPT
      Complicit in severe breaches of civilian Human Rights in Occupied Palestinian Territories
      ocean
      This company is harming the ocean
    • Barrick Mining
      0.15%
  • Animal Cruelty

    • L'Oréal SA
      0.46%
    • Beiersdorf AG
      0.20%
    • Henkel AG & Co. Kgaa
      0.17%
    • Air Liquide
      0.11%
    • Church & Dwight Co., Inc.
      0.08%
    • Shin-Etsu Chemical Co., Ltd.
      0.08%
    • Dupont De Nemours
      0.07%
  • Human Rights Violations

    • Tesla
      0.81%
    • Caterpillar
      0.21%
      OPT
      Complicit in severe breaches of civilian Human Rights in Occupied Palestinian Territories
      ocean
      This company is harming the ocean
    • IBM
      0.21%
      OPT
      Complicit in severe breaches of civilian Human Rights in Occupied Palestinian Territories
    • UBS
      0.19%
    • Volvo Group
      0.16%
      OPT
      Complicit in severe breaches of civilian Human Rights in Occupied Palestinian Territories
    • Toronto-Dominion Bank
      0.13%
    • General Motors
      0.12%
    • Holcim
      0.12%
      OPT
      Complicit in severe breaches of civilian Human Rights in Occupied Palestinian Territories
    • Heidelberg Materials
      0.11%
      OPT
      Complicit in severe breaches of civilian Human Rights in Occupied Palestinian Territories
    • Saint-Gobain
      0.11%
    • Maersk
      0.08%
      OPT
      Complicit in severe breaches of civilian Human Rights in Occupied Palestinian Territories
    • Motorola Solutions Inc
      0.08%
      OPT
      Complicit in severe breaches of civilian Human Rights in Occupied Palestinian Territories
    • Airbnb
      0.06%
      OPT
      Complicit in severe breaches of civilian Human Rights in Occupied Palestinian Territories
    • Booking Holdings
      0.05%
      OPT
      Complicit in severe breaches of civilian Human Rights in Occupied Palestinian Territories
  • Weapons

    • FANUC Corp.
      0.10%

About this Fund

The Wealth High Growth 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, whilst excluding investments which do not satisfy certain responsible investment criteria. We aim to achieve this by investing predominantly in growth assets, with little or no allocation to income assets, and the application of our Approach to Responsible Investing policy.

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.

Value $2.07M NZD
Period of data report 30th Sept. 2025
Fund started 7th March 2025
Total annual fund fees 0.95%
Total performance based fees 0.01%
Manager's basic fee 0.83%
Other management and administration charges 0.11%
Total other charges 0.0
Total other charges currency NZD

Nic Craven

Currently: Investment Committee Member (0 years, 4 months)
Previously: Chief Investment Officer, Booster Financial Services (3 years, 10 months)

Aaron Usher

Currently: Portfolio Strategy Manager (4 years, 2 months)
Previously: Portfolio Manager - Australasian Equities, Booster Financial Services (3 years, 8 months)

Steffan Berridge

Currently: Investment Committee Member (0 years, 4 months)
Previously: Chief Investment Officer, Kiwi Wealth (1 years, 4 months)

Rowan Calvert

Currently: Portfolio Manager - Global Equities (7 years, 11 months)
Previously: Senior Equity Analyst, Booster Financial Services (7 years, 4 months)

Simon O'Grady

Currently: Chief Investment Officer (0 years, 1 months)
Previously: Chief Investment Officer, Kiwi Wealth (9 years, 8 months)

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

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. 2025.

Top 10 Investments

  • Fisher & Paykel Healthcare Corporation Limited

    New Zealand Australasian Equities

    3.39%
  • Nvidia Corp

    United States International Equities

    3.06%
  • Microsoft Corporation

    United States International Equities

    2.83%
  • Apple Inc

    United States International Equities

    2.65%
  • Auckland International Airport Limited

    New Zealand Australasian Equities

    2.15%
  • Infratil Limited

    New Zealand Australasian Equities

    1.96%
  • Amazon.Com Inc

    United States International Equities

    1.76%
  • NZ Cash (BNZ Bank Trust Account)

    New Zealand Cash and Equivalents A-1+

    1.68%
  • Alphabet Inc (Class C)

    United States International Equities

    1.49%
  • Mercury NZ Limited

    New Zealand Australasian Equities

    1.35%
Type Target Actual
Cash and Cash Equivalents 1.0% 2.17%
New Zealand Fixed Interest 0.0% 0.02%
International Fixed Interest 0.0% 0.0%
Australasian Equities 29.0% 28.58%
International Equities 60.0% 60.5%
Listed Properties 5.0% 8.73%
Unlisted Properties 5.0% 0.0%
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 30th Sept. 2025.

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. 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.