Booster SuperScheme - Sterling – Socially Responsible Balanced Portfolio

Product Name

Booster SuperScheme - Sterling – Socially Responsible Balanced Portfolio

Issuer

Booster Investment Management

Category

Superannuation

Type

Superfund/Pension

Target

Certified Since

2021

Asset Classes

Diversified / Multi-asset

Markets

Investment Approaches

Negative Screening, ESG Integration

It Includes:

    It has some level of screening for:

      It fully excludes:

        Overview

        The fund’s objective is to provide an enhanced return over the long-term through capital gains. • It aims to achieve returns (after fees but before tax) of at least 2.5% per year above inflation over any five year period. • There will be some movements up and down in the value of the fund. • The fund invests in a balanced mix of income assets and 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. • It is denominated in pounds sterling. 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

        Booster KiwiSaver Scheme – Socially Responsible Investment High Growth Fund

        Booster SuperScheme – Socially Responsible Balanced Portfolio

        Booster SuperScheme – Socially Responsible High Growth Portfolio

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