Booster Socially Responsible Geared Growth Fund
Socially Responsible Geared Growth Fund is an aggressive KiwiSaver fund managed by Booster. It has 5,630 members and holds $167 million. It opened in 2022.
Fees and returns
- Annual fee
- 1.34% of your balance each year
- Return over 1 year
- +9.9% a year
- Return over 3 years
- +12.6% a year
Figures are after fees and tax, as at Q3 2026, sourced from the FMA Disclose Register.
What it invests in
International equities 64%, australasian equities 28%.
Largest holdings
- Fisher & Paykel Healthcare Corporation Limited 4.43%
- NVIDIA Corp 3.41%
- Apple Inc 2.91%
Year by year
| Financial year | Return |
|---|---|
| 2025/26 | +9.9% |
| 2024/25 | +4.2% |
| 2023/24 | +24.7% |
| 2022/23 | −5.3% |
About this fund
The Booster Socially Responsible Geared Growth Fund is an actively managed aggressive fund that invests mainly in growth assets — predominantly international and Australasian shares — and uses gearing (borrowing to invest) to increase its market exposure, so its value moves more sharply than an ungeared shares fund in both directions. It also applies Booster's socially responsible screen (RIAA-certified), which excludes around 15 industries such as fossil fuels and weapons. Designed for a horizon of at least fifteen years, it has an annual fund charge of 1.34%.