Booster Socially Responsible Balanced Fund
Socially Responsible Balanced Fund is a balanced KiwiSaver fund managed by Booster. It has 11,977 members and holds $427 million. It opened in 2014.
Fees and returns
- Annual fee
- 1.21% of your balance each year
- Return over 1 year
- +5.7% a year
- Return over 3 years
- +7.1% a year
- Return over 5 years
- +4.0% 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 +4.0% a year. The median for mainstream balanced funds over the same period was +3.7% a year, across 40 funds. This fund is ahead of that median, by 0.3 percentage points.
What it invests in
International equities 38%, international fixed interest 18%, new zealand fixed interest 15%, australasian equities 15%.
Largest holdings
- NZ Cash (BNZ Bank Trust Account) 3.41%
- NVIDIA Corp 1.95%
- Fisher & Paykel Healthcare Corporation Limited 1.9%
Year by year
| Financial year | Return |
|---|---|
| 2025/26 | +5.7% |
| 2024/25 | +3.6% |
| 2023/24 | +12.3% |
| 2022/23 | −3.1% |
| 2021/22 | +2.1% |
| 2020/21 | +18.6% |
| 2019/20 | +2.3% |
| 2018/19 | +7.0% |
| 2017/18 | +5.5% |
| 2016/17 | +6.0% |
About this fund
The Booster Socially Responsible Balanced Fund is an actively managed balanced fund with a growth-leaning mix of shares and fixed interest. It applies Booster's socially responsible screen (RIAA-certified), which excludes around 15 industries such as fossil fuels and weapons. It suits a horizon of five years or more, and has an annual fund charge of 1.21%.