Product Name |
Booster Investment Scheme – Socially Responsible Moderate Fund |
Issuer |
Booster Investment Management |
Category |
Investment |
Type |
Fund or Trust |
Target |
Retail |
Certified Since |
2015 |
Asset Classes |
Diversified / Multi-asset |
Markets |
New Zealand |
Investment Approaches |
Negative Screening |
It Includes: |
|
It has some level of screening for: |
|
It fully excludes: |
|
Broker | Responsible Returns |
URL | https://www.responsiblereturns.com.au/investment-options/booster-investment-scheme-socially-responsible-moderate-fund/profile |
Overview
The fund’s objective is to provide relatively consistent returns, with some capital gains over the long-term. • It aims to achieve returns (after fees but before tax) of at least 1.75% per year above inflation over any four year period. • Generally, there will be some movements up and down in the value of the fund. • The fund invests mainly in income assets and includes some growth assets. It currently excludes investments in directly held companies and managed fund investments where the underlying activities are principally involved in the tobacco, alcohol, gambling, armaments, nuclear power, adult entertainment, GMO and fossil fuel industries.* • The criteria for screening out these investments may be modified over time to reflect developments in the socially responsible investment arena *Further detail on excluded investments can be accessed by following the link in the “Socially responsible investing” section of our Approach to Responsible Investing policy, at www.booster.co.nz/responsible-investing-policy.
Description