Booster SuperScheme – Socially Responsible High Growth Portfolio

Product Name

Booster SuperScheme – Socially Responsible High Growth Portfolio

Issuer

Booster Investment Management

Category

Superannuation

Type

Superfund/Pension

Target

Certified Since

2021

Asset Classes

Diversified / Multi-asset

Markets

Investment Approaches

It Includes:

    It has some level of screening for:

      It fully excludes:

        Overview

        Investment objective and strategy • 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. Due to this fund being new, an application has been made for it to be certified by the Responsible Investment Association Australasia. This fund applies the same Socially Responsible Investment criteria as Booster’s other certified Socially Responsible Investment funds.


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

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        Booster KiwiSaver Scheme – Socially Responsible Investment Balanced Fund

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