About this Fund
In their own words
The Wealth Geared Growth Fund is suited to investors who seek higher returns, including increased potential returns via leverage, on average over extended periods (fifteen years plus), allowing for more significant 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, the use of leverage to provide increased exposure, 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 |
$1.99M NZD |
| Period of data report |
31st Dec. 2025 |
| Fund started |
7th March 2025
|
| Total annual fund fees |
1.35% |
| Total performance based fees |
0.01% |
| Manager's basic fee |
1.22% |
| Other management and administration charges |
0.12% |
| Total other charges |
0.0 |
| Total other charges currency |
NZD |
Key Personnel
|
Nic Craven
|
Currently: Investment Committee Member (0 years, 7 months)
Previously: Chief Investment Officer, Booster Financial Services (3 years, 10 months)
|
|
Aaron Usher
|
Currently: Senior Manager – Investment Strategy (0 years, 1 months)
Previously: Portfolio Strategy Manager, Booster Financial Services (4 years, 5 months)
|
|
Steffan Berridge
|
Currently: Investment Committee Member (0 years, 7 months)
Previously: Chief Investment Officer, Kiwi Wealth (1 years, 4 months)
|
|
Rowan Calvert
|
Currently: Portfolio Manager - Global Equities (8 years, 2 months)
Previously: Senior Equity Analyst, Booster Financial Services (7 years, 4 months)
|
|
Simon O'Grady
|
Currently: Chief Investment Officer (0 years, 3 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 31st Dec. 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 31st Dec. 2025.
-
Fisher & Paykel Healthcare Corporation Limited
New Zealand
Australasian Equities
4.41%
-
Nvidia Corp
United States
International Equities
3.77%
-
Apple Inc
United States
International Equities
3.46%
-
Microsoft Corporation
United States
International Equities
3.38%
-
Auckland International Airport Limited
New Zealand
Australasian Equities
2.92%
-
NZ Cash (BNZ Bank Trust Account)
New Zealand
Cash and Equivalents
A-1+
2.29%
-
Amazon.Com Inc
United States
International Equities
2.29%
-
Infratil Limited
New Zealand
Australasian Equities
2.27%
-
Alphabet Inc (Class C)
United States
International Equities
2.24%
-
Mercury NZ Limited
New Zealand
Australasian Equities
1.74%
| Type |
Target |
Actual |
| Cash and Cash Equivalents |
1.0% |
2.24% |
| New Zealand Fixed Interest |
0.0% |
0.02% |
| International Fixed Interest |
0.0% |
0.0% |
| Australasian Equities |
29.0% |
28.72% |
| International Equities |
60.0% |
60.48% |
| Listed Properties |
5.0% |
8.54% |
| 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 31st Dec. 2025.