Booster Socially Responsible High Growth Fund

What the provider says

The Socially Responsible High Growth Fund is suited to investors who seek potentially higher returns on average over long term periods (ten years plus), allowing for short to medium term ups and downs, whilst excluding investments which do not satisfy certain socially responsible investment criteria. We aim to achieve this by investing predominantly in growth assets, with little or no allocation to income assets, and the application of our Responsible Investment Policy.

The fund's own description, as disclosed on the Disclose Register. Fund start date: 21 May 2010.

What the fund invests in

Actual allocation as at 30 June 2026. Asset classes held at 0% are left out.

Largest investments

Together 22.0% of the fund. The rest is spread across other holdings.

How spread out is it?

The risk indicator measures how much a fund's returns have moved, not how many investments it holds, so it cannot show concentration on its own. Two funds that hold the same index can carry different indicators. Shares are as the provider disclosed them, and a total above 100% is the provider's own figure.

Fees and charges

Charges as a share of the amount invested. A blank on the register is shown as not stated. How an adviser is paid is separate, and is set out in our disclosure statement.

Returns the provider has disclosed

These are the provider's own figures from its fund update, shown against the market index it chose. They are the register's "net" returns, which are after the fund's charges and after tax, so they will not match the Morningstar figures in the headline and in the next section, which are after charges and before tax. Read each on its own terms.

A return says what happened and not what will.

Market index: The market index return is based on the weighted average return of the market indices used in respect of the underlying asset classes as described in the Statement of Investment Policy and Objectives.

Returns reported by Morningstar

Annualised returns a year as at 30 June 2026, from the Morningstar KiwiSaver Survey, published 30 July 2026. Returns are annualised: each figure is a return per year, averaged across the period shown. Figures are net of the fund's annual charges and before your own tax. KiwiSaver is taxed at your prescribed investor rate, so two people in the same fund keep different amounts, and fixed dollar member fees are not reflected in a percentage. The category average is Morningstar's average for the Aggressive funds in the report. Past performance does not guarantee future returns.

◆ Earned a 4 or 5 Globe Sustainability Rating (Morningstar).

Morningstar's Sustainability Rating is its own measure of how a fund's holdings score on environmental, social and governance factors compared with similar funds. It says nothing about returns.

See the full Morningstar returns comparison → (opens in a new tab)

Other details

Where this comes from

Fund details are from the Disclose Register (opens in a new tab), read on 4 October 2026. The Morningstar return is from the same report as the Morningstar returns comparison. Read the provider's current Product Disclosure Statement before you decide.

Cam compares KiwiSaver providers and funds across the wider NZ market, and a fund appearing here, or on his implementation panel, is not a recommendation. Whether a fund suits you depends on your goals, timeframe and comfort with risk. How Solid Steele is paid depends on the provider and is set out in the disclosure statement. A free KiwiSaver session is the way to see how it applies to you.

See every open fund in the Booster KiwiSaver Scheme →

Other funds in the Booster KiwiSaver Scheme

• Booster High Growth Fund
• Booster Balanced Fund

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