{
  "schemaVersion": "1.0",
  "canonicalUrl": "https://managedfunds.nz/funds/booster/socially-responsible-balanced/",
  "fetchedAt": "2026-05-22T05:19:08.586Z",
  "fund": {
    "slug": "socially-responsible-balanced",
    "name": "Booster Socially Responsible Balanced Fund",
    "managerSlug": "booster",
    "category": "diversified",
    "riskProfile": "balanced",
    "isPie": true,
    "isEtf": null,
    "ticker": null,
    "isHedged": null,
    "isResponsibleInvestment": true,
    "isThematic": null,
    "isFifNotPie": null,
    "shortDescription": null,
    "availableVia": [
      "direct"
    ],
    "dataStatus": "pending-ingestion"
  },
  "manager": {
    "slug": "booster",
    "name": "Booster",
    "legalName": "Booster Investment Management Limited",
    "parent": null,
    "website": "https://www.booster.co.nz",
    "hq": "Wellington"
  },
  "category": {
    "slug": "diversified",
    "name": "Diversified Funds",
    "shortName": "Diversified"
  },
  "metrics": {
    "status": "ok",
    "matchScore": 2.6500000000000004,
    "sortedFundName": "SOCIALLY RESPONSIBLE BALANCED FUND",
    "sortedManager": "BOOSTER INVESTMENT MANAGEMENT LIMITED",
    "sortedUrl": "https://smartinvestor.sorted.org.nz/kiwisaver-and-managed-funds/SCH10841/OFR10843/FND1287/",
    "fetchedAt": "2026-05-22T03:02:44.304Z",
    "source_doc": "sorted/SCH10841/OFR10843/FND1287",
    "source_doc_date": "2026-05-22",
    "source_doc_url": "https://smartinvestor.sorted.org.nz/kiwisaver-and-managed-funds/SCH10841/OFR10843/FND1287/",
    "source_tier": "C",
    "riskIndicator": 4,
    "annualFundChargePct": 1.33,
    "peerAvgFeePct": 0.91,
    "fiveYearReturnPct": 4,
    "peerAvg5YearReturnPct": 3.87,
    "growthAssetsPct": 53.72,
    "incomeAssetsPct": 46.28,
    "fundSizeNzd": 427295658.95,
    "pdsUrl": "/disclose-document/mdo6b69767fc404d02307b2af76e6eebf50/Booster-Kiwi-Saver-Scheme-Socially-Responisble-Investment-Funds-PDS-30-September-2025.pdf",
    "strategySummary": "“\n                            The Socially Responsible Balanced Fund is suited to investors who seek a medium level of returns on average over medium term periods (five years plus), allowing for shorter-term ups and downs, whilst excluding investments which do not satisfy certain socially responsible investment criteria. We aim to achieve this by investing in a mix of income and growth assets, and the application of our Responsible Investment Policy.\n                            ”",
    "topHoldings": [
      {
        "asset": "NZ Cash (BNZ Bank Trust Account)",
        "assetClass": "Cash",
        "type": "Cash and Cash Equivalents",
        "country": "NZ",
        "weightPct": 3.41
      },
      {
        "asset": "NVIDIA Corp",
        "assetClass": "Shares",
        "type": "International Equities",
        "country": "US",
        "weightPct": 1.95
      },
      {
        "asset": "Fisher & Paykel Healthcare Corporation Limited",
        "assetClass": "Shares",
        "type": "Australasian Equities",
        "country": "NZ",
        "weightPct": 1.9
      },
      {
        "asset": "Apple Inc",
        "assetClass": "Shares",
        "type": "International Equities",
        "country": "US",
        "weightPct": 1.67
      },
      {
        "asset": "Microsoft Corporation",
        "assetClass": "Shares",
        "type": "International Equities",
        "country": "US",
        "weightPct": 1.36
      },
      {
        "asset": "NZ Govt Stock 4.5% 15/04/2027",
        "assetClass": "Bonds",
        "type": "New Zealand Fixed Interest",
        "country": "NZ",
        "weightPct": 1.35
      },
      {
        "asset": "Auckland International Airport Limited",
        "assetClass": "Shares",
        "type": "Australasian Equities",
        "country": "NZ",
        "weightPct": 1.18
      },
      {
        "asset": "Amazon.Com Inc",
        "assetClass": "Shares",
        "type": "International Equities",
        "country": "US",
        "weightPct": 1.12
      },
      {
        "asset": "Alphabet Inc (Class C)",
        "assetClass": "Shares",
        "type": "International Equities",
        "country": "US",
        "weightPct": 1.03
      },
      {
        "asset": "Infratil Limited",
        "assetClass": "Shares",
        "type": "Australasian Equities",
        "country": "NZ",
        "weightPct": 1.02
      }
    ],
    "fundStartDate": "1 July 2014",
    "minimumInvestmentNzd": null,
    "documents": [
      {
        "label": "SOCIALLY RESPONSIBLE BALANCED FUND (FND1287) Full portfolio holdings 31 March 2026.xlsx Download the full portfolio holdings. XLSX, 0.70 KB",
        "href": "https://smartinvestor.sorted.org.nz/disclose-document/full-portfolio/FND1287/SOCIALLY-RESPONSIBLE-BALANCED-FUND-FND1287-Full-portfolio-holdings-31-March-2026.xlsx"
      },
      {
        "label": "Booster Kiwi Saver Scheme Socially Responisble Investment Funds PDS 30 September 2025.pdf How this investment works, including about the provider, risks, costs and potential returns PDF, 763.17 KB",
        "href": "https://smartinvestor.sorted.org.nz/disclose-document/mdo6b69767fc404d02307b2af76e6eebf50/Booster-Kiwi-Saver-Scheme-Socially-Responisble-Investment-Funds-PDS-30-September-2025.pdf"
      },
      {
        "label": "BKS Kiwi Saver Socially Responsible Balanced Fund Quarterly Fund Update March 2026.pdf The quarterly update published by the provider PDF, 84.41 KB",
        "href": "https://smartinvestor.sorted.org.nz/disclose-document/958e557bcd4ba52b/BKS---Kiwi-Saver-Socially-Responsible-Balanced-Fund---Quarterly-Fund-Update---March-2026.pdf"
      },
      {
        "label": "Booster Kiwi Saver Scheme Default Saver Fund PDS 30 September 2025.pdf Additional product disclosure statement from the provider PDF, 341.70 KB",
        "href": "https://smartinvestor.sorted.org.nz/disclose-document/mdobeb0f3253640d8b5d4c2233d7aaa4afb/Booster-Kiwi-Saver-Scheme-Default-Saver-Fund-PDS-30-September-2025.pdf"
      },
      {
        "label": "Booster Kiwi Saver Scheme Asset Class Funds PDS 30 September 2025.pdf Additional product disclosure statement from the provider PDF, 602.54 KB",
        "href": "https://smartinvestor.sorted.org.nz/disclose-document/mdoa15f25d1e5c82e66fb4fc2fe0f3818fb/Booster-Kiwi-Saver-Scheme-Asset-Class-Funds-PDS-30-September-2025.pdf"
      },
      {
        "label": "Booster Kiwi Saver Scheme Multi Sector Fundsand Cash Fund PDS 30 September 2025.pdf Additional product disclosure statement from the provider PDF, 946.91 KB",
        "href": "https://smartinvestor.sorted.org.nz/disclose-document/mdo755bfedae356150015129204dbc44e79/Booster-Kiwi-Saver-Scheme-Multi-Sector-Fundsand-Cash-Fund-PDS-30-September-2025.pdf"
      },
      {
        "label": "Booster Kiwi Saver Scheme Single sectorand Specialty Funds PDS 28 September 2021.pdf Additional product disclosure statement from the provider PDF, 585.45 KB",
        "href": "https://smartinvestor.sorted.org.nz/disclose-document/mdoad1611f555171c08c0f7fc837de8ecb0/Booster-Kiwi-Saver-Scheme-Single-sectorand-Specialty-Funds-PDS-28-September-2021.pdf"
      },
      {
        "label": "Approachto Responsible Investing.pdf The Socially Responsible Investment Policy details Booster's philosophy to socially responsible investing. PDF, 131.17 KB",
        "href": "https://smartinvestor.sorted.org.nz/disclose-document/mdo0034aea6c24b9404870141103a429197/Approachto-Responsible-Investing.pdf"
      },
      {
        "label": "Booster Kiwi Saver Scheme Other Material Information 31 March 2026.pdf The Other Material Information document should be read in conjunction with the PDS. It details additional information an investor",
        "href": "https://smartinvestor.sorted.org.nz/disclose-document/774b370ba9e9a32d/Booster-Kiwi-Saver-Scheme---Other-Material-Information---31-March-2026.pdf"
      },
      {
        "label": "Booster Kiwi Saver Scheme SIPO 31 March 2026.pdf Statement of investment policy and objectives PDF, 675.22 KB",
        "href": "https://smartinvestor.sorted.org.nz/disclose-document/ce62a45f667c3f57/Booster-Kiwi-Saver-Scheme---SIPO---31-March-2026.pdf"
      }
    ]
  },
  "sources": {
    "fmaDisclose": "https://disclose-register.companiesoffice.govt.nz/search?searchType=ALL&q=Booster%20Socially%20Responsible%20Balanced%20Fund",
    "sortedSmartInvestor": "https://smartinvestor.sorted.org.nz/kiwisaver-and-managed-funds/SCH10841/OFR10843/FND1287/",
    "productDisclosureStatement": "/disclose-document/mdo6b69767fc404d02307b2af76e6eebf50/Booster-Kiwi-Saver-Scheme-Socially-Responisble-Investment-Funds-PDS-30-September-2025.pdf"
  },
  "licence": {
    "reuse": "Citation with link-back to canonicalUrl required. No paid redistribution.",
    "contact": "hello@managedfunds.nz"
  }
}