Product Name |
Booster KiwiSaver Scheme – Socially Responsible Investment High Growth Fund |
Issuer |
Booster Investment Management |
Category |
KiwiSaver |
Type |
KiwiSaver |
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-kiwisaver-scheme-socially-responsible-investment-high-growth-fund/profile |
Overview
• The fund’s objective is to maximise the potential for capital gains over the long term. • It aims to achieve returns (after fees but before tax) of at least 4.5% per year above inflation over any ten year period. • There will be significant movements up and down in the value of the fund. • The fund invests predominantly in growth assets, with little or no income 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