Booster Socially Responsible Moderate Fund
Socially Responsible Moderate Fund is a balanced KiwiSaver fund managed by Booster. It has 3,243 members and holds $81 million. It opened in 2020.
Fees and returns
- Annual fee
- 1.09% of your balance each year
- Return over 1 year
- +4.0% a year
- Return over 3 years
- +4.9% a year
- Return over 5 years
- +2.3% 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 +2.3% 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 1.5 percentage points.
What it invests in
International fixed interest 27%, new zealand fixed interest 24%, international equities 21%, cash and cash equivalents 17%.
Largest holdings
- NZ Cash (BNZ Bank Trust Account) 5.17%
- NZ Govt Stock 4.5% 15/04/2027 2.13%
- NZ Govt Stock 3.50% 14/04/2033 1.45%
Year by year
| Financial year | Return |
|---|---|
| 2025/26 | +4.0% |
| 2024/25 | +3.3% |
| 2023/24 | +7.4% |
| 2022/23 | −2.6% |
| 2021/22 | −0.2% |
| 2020/21 | +9.8% |
About this fund
The Booster Socially Responsible Moderate Fund is an actively managed, income-weighted fund with a smaller allocation to shares, sitting at the cautious end of the balanced-risk category. 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 three years or more, and has an annual fund charge of 1.09%.