Booster Asset Class Growth Fund
Asset Class Growth Fund is an aggressive KiwiSaver fund managed by Booster. It has 2,801 members and holds $145 million. It opened in 2014.
Fees and returns
- Annual fee
- 1.25% of your balance each year
- Return over 1 year
- +12.2% a year
- Return over 3 years
- +11.4% a year
- Return over 5 years
- +6.4% a year
Figures are after fees and tax, as at Q3 2026, sourced from the FMA Disclose Register.
How it compares
Over the last five years this fund returned +6.4% a year. The median for mainstream aggressive funds over the same period was +6.1% a year, across 13 funds. This fund is ahead of that median, by 0.3 percentage points.
What it invests in
International equities 68%, australasian equities 17%, international fixed interest 9%.
Largest holdings
- DFA Global Sustainability PIE Fund 27.45%
- DFA Global Sustainability PIE Fund (NZD Hedged) 27.21%
- DFA Emerging Markets Sustainability Trust 13.05%
Year by year
| Financial year | Return |
|---|---|
| 2025/26 | +12.2% |
| 2024/25 | +5.7% |
| 2023/24 | +16.6% |
| 2022/23 | −4.6% |
| 2021/22 | +3.2% |
| 2020/21 | +36.7% |
| 2019/20 | −13.1% |
| 2018/19 | +3.4% |
| 2017/18 | +7.5% |
| 2016/17 | +11.6% |
About this fund
The Booster Asset Class Growth Fund is a growth-heavy fund holding mostly international and Australasian shares, built through underlying index-style funds (managed by DFA/Dimensional) rather than a direct portfolio. It suits a horizon of ten years or more, and has an annual fund charge of 1.25%.