Booster Socially Responsible High Growth Fund
Socially Responsible High Growth Fund is an aggressive KiwiSaver fund managed by Booster. It has 20,271 members and holds $873 million. It opened in 2010.
Fees and returns
- Annual fee
- 1.23% of your balance each year
- Return over 1 year
- +8.7% a year
- Return over 3 years
- +10.9% a year
- Return over 5 years
- +6.8% 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 +6.8% 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 0.7 percentage points.
What it invests in
International equities 66%, australasian equities 24%.
Largest holdings
- NVIDIA Corp 3.36%
- Fisher & Paykel Healthcare Corporation Limited 3.23%
- Apple Inc 2.87%
Year by year
| Financial year | Return |
|---|---|
| 2025/26 | +8.7% |
| 2024/25 | +4.3% |
| 2023/24 | +20.2% |
| 2022/23 | −2.8% |
| 2021/22 | +4.7% |
| 2020/21 | +30.8% |
| 2019/20 | +2.1% |
| 2018/19 | +8.9% |
| 2017/18 | +8.0% |
| 2016/17 | +8.9% |
About this fund
The Booster Socially Responsible High Growth Fund is an actively managed fund holding almost entirely growth assets — mainly 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 ten years or more, and has an annual fund charge of 1.23%.