Booster Socially Responsible Growth Fund
Socially Responsible Growth Fund is a growth KiwiSaver fund managed by Booster. It has 3,734 members and holds $123 million. It opened in 2022.
Fees and returns
- Annual fee
- 1.22% of your balance each year
- Return over 1 year
- +7.1% a year
- Return over 3 years
- +8.9% a year
Figures are after fees and tax, as at Q3 2026, sourced from the FMA Disclose Register.
What it invests in
International equities 52%, australasian equities 20%, international fixed interest 10%, new zealand fixed interest 8%.
Largest holdings
- NZ Cash (BNZ Bank Trust Account) 3.0%
- NVIDIA Corp 2.62%
- Fisher & Paykel Healthcare Corporation Limited 2.53%
Year by year
| Financial year | Return |
|---|---|
| 2025/26 | +7.1% |
| 2024/25 | +3.8% |
| 2023/24 | +16.0% |
| 2022/23 | −3.1% |
About this fund
The Booster Socially Responsible Growth Fund is an actively managed growth fund holding mostly international and Australasian shares. 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 seven years or more, and has an annual fund charge of 1.22%.