Booster KiwiSaver Scheme - Socially Responsible Investment Moderate Fund

Product Name

Booster KiwiSaver Scheme - Socially Responsible Investment Moderate Fund

Issuer

Booster Investment Management

Category

KiwiSaver

Type

KiwiSaver

Target

Retail, Wholesale

Certified Since

2020

Asset Classes

Diversified / Multi-asset

Markets

New Zealand

Investment Approaches

Negative Screening

It Includes:

  • No inclusions5 No specific themes

It has some level of screening for:

  • Riaa icons 41 Alcohol
  • Riaa icons 33 Fossil fuels
  • Riaa icons 42 Gambling
  • Riaa icons 45 Genetic engineering
  • Riaa icons 50 Nuclear power
  • Riaa icons 99 Pornography
  • Riaa icons 35 Tobacco

It fully excludes:

  • Riaa icons 36 Armaments

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.


Other products certified by the Responsible Investment Association Australasia (RIAA)

Booster Investment Scheme – Socially Responsible Balanced Fund

Booster Investment Scheme – Socially Responsible High Growth Fund

Booster Investment Scheme – Socially Responsible Moderate Fund

Booster KiwiSaver Scheme – Socially Responsible Investment Balanced Fund

Booster KiwiSaver Scheme – Socially Responsible Investment High Growth Fund

Booster SuperScheme – Socially Responsible Balanced Portfolio

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