Booster Balanced Fund
Balanced Fund is a balanced KiwiSaver fund managed by Booster. It has 32,252 members and holds $877 million. It opened in 2007.
Fees and returns
- Annual fee
- 1.18% of your balance each year
- Return over 1 year
- +6.2% a year
- Return over 3 years
- +6.4% a year
- Return over 5 years
- +3.6% 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 +3.6% a year. The median for mainstream balanced funds over the same period was +3.8% a year, across 40 funds. This fund is behind that median, by 0.2 percentage points.
What it invests in
International equities 37%, new zealand fixed interest 19%, international fixed interest 18%, australasian equities 16%.
Largest holdings
- NZ Cash (BNZ Bank Trust Account) 2.27%
- AAM Corporate Loan Fund III 2.09%
- Fisher & Paykel Healthcare Corporation Limited 1.69%
Year by year
| Financial year | Return |
|---|---|
| 2025/26 | +6.2% |
| 2024/25 | +3.0% |
| 2023/24 | +10.3% |
| 2022/23 | −3.2% |
| 2021/22 | +2.3% |
| 2020/21 | +19.0% |
| 2019/20 | −0.9% |
| 2018/19 | +6.4% |
| 2017/18 | +5.4% |
| 2016/17 | +7.2% |
About this fund
The Booster Balanced Fund is an actively managed balanced fund with a growth-leaning mix — mostly international and Australasian shares alongside New Zealand and international fixed interest. It suits a horizon of five years or more, and has an annual fund charge of 1.18%.