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

Retail

Certified Since

2021

Asset Classes

Diversified / Multi-asset

Markets

New Zealand

Investment Approaches

Negative Screening, ESG Integration

It Includes:

    It has some level of screening for:

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

    It fully excludes:

    • Riaa icons 36 Armaments

    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.


    Description


    At Booster, our investment approach is disciplined and engaged. We seek out opportunities where the rewards more than outweigh the risks, alongside a diversified ‘core’ investment allocation that captures the long-run growth in markets.  
     
    A carefully controlled approach to risk management aims to help us deliver consistency over the long term, while the environmental, social & governance (ESG) risks of an investment are factored into our decision-making process.
     
    Within the SRI funds, Booster utilises a negative screening process which avoids certain industries that overall are assessed as having a negative impact on society and the environment, while focusing on selecting investments that offer exposure to the key economic and sector themes identified through our top down research. The assessment of investments for compliance with this methodology and criteria is tightly integrated with broader portfolio monitoring.
     
    For more information please refer to our responsible investment policy on our website and our SRI process document.


    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 Moderate Fund

    Booster KiwiSaver Scheme – Socially Responsible Investment Balanced Fund

    Booster KiwiSaver Scheme – Socially Responsible Investment High Growth Fund

    Booster SuperScheme - Sterling – Socially Responsible Balanced Portfolio

    Booster SuperScheme – Socially Responsible Balanced Portfolio

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