# Booster Shielded Growth Fund

> Mechanical fund record. Sourced from the FMA Disclose register. ManagedFundsNZ does not give financial advice and does not publish opinion-based ratings.

- **Manager:** Booster (Booster Investment Management Limited)
- **Asset class:** Diversified Funds
- **Risk profile:** growth
- **Structure:** NZ Portfolio Investment Entity (PIE) — investor tax capped at PIR (max 28%)
- **Confidence tier:** C (Sorted Smart Investor → FMA Disclose)
- **Last verified:** 2026-05-22

## Summary

The Booster Shielded Growth Fund is a diversified managed fund run by Booster. NZ-owned manager with a diversified Wealth range, socially responsible series and shielded growth strategy.

## Fund data

- **Annual fund charge:** 1.41% p.a. (from the latest Quarterly Fund Update)
- **5-year return (after charges, after tax at 28% PIR):** 5.13% p.a.
- **Risk indicator:** 4/7 on the FMA-mandated standardised scale (1 = lower risk, 7 = higher risk)
- **Fund size (AUM):** NZ$15 million
- **Asset mix:** 98% growth assets · 2% income assets
- **Fund started:** 31 May 2018

## Top 10 holdings

1. Fisher & Paykel Healthcare Corporation Limited — 2.89%
2. NVIDIA Corp — 2.70%
3. NZ Cash (BNZ Bank Trust Account) — 2.40%
4. Vanguard ESG US Stock ETF — 2.37%
5. Apple Inc — 2.17%
6. Microsoft Corporation — 1.90%
7. Auckland International Airport Limited — 1.78%
8. Amazon.Com Inc — 1.53%
9. Infratil Limited — 1.53%
10. Alphabet Inc (Class C) — 1.45%

Holdings are disclosed in every Quarterly Fund Update; the full portfolio holdings file is available via the FMA Disclose register.

## How to invest

Available via: Booster directly. Read the current Product Disclosure Statement (PDS) before investing.

## Sources

- **FMA Disclose register** (primary): https://disclose-register.companiesoffice.govt.nz/search?searchType=ALL&q=Booster%20Shielded%20Growth%20Fund
- **Product Disclosure Statement:** /disclose-document/mdo6b69767fc404d02307b2af76e6eebf50/Booster-Kiwi-Saver-Scheme-Socially-Responisble-Investment-Funds-PDS-30-September-2025.pdf
- **Sorted Smart Investor** (cross-validation): https://smartinvestor.sorted.org.nz/kiwisaver-and-managed-funds/SCH10841/OFR10843/FND10339/
- **Manager website:** https://www.booster.co.nz

## Citations (authoritative primary sources)

- FMA Disclose register — https://disclose-register.companiesoffice.govt.nz/ (publisher: Financial Markets Authority, NZ)
- Inland Revenue — PIE / PIR rules — https://www.ird.govt.nz/roles/portfolio-investment-entities
- Financial Markets Conduct Act 2013 — https://www.legislation.govt.nz/act/public/2013/0069/latest/DLM4090578.html
- Sorted Smart Investor (cross-validation only) — https://smartinvestor.sorted.org.nz/

## This file

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- **First published:** 2026-05-08
- **Last refreshed:** 2026-05-22
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ManagedFundsNZ is independent. We are not a Financial Advice Provider. This page is general information sourced from the FMA Disclose register; it is not personalised financial advice. Read the current PDS and consider talking to a licensed adviser before investing.