{ "schemaVersion": "1.0", "canonicalUrl": "https://managedfunds.nz/funds/booster/socially-responsible-growth/", "fetchedAt": "2026-05-22T05:19:08.587Z", "fund": { "slug": "socially-responsible-growth", "name": "Booster Socially Responsible Growth Fund", "managerSlug": "booster", "category": "diversified", "riskProfile": "growth", "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 GROWTH FUND", "sortedManager": "BOOSTER INVESTMENT MANAGEMENT LIMITED", "sortedUrl": "https://smartinvestor.sorted.org.nz/kiwisaver-and-managed-funds/SCH10841/OFR10843/FND37522/", "fetchedAt": "2026-05-22T03:02:47.955Z", "source_doc": "sorted/SCH10841/OFR10843/FND37522", "source_doc_date": "2026-05-22", "source_doc_url": "https://smartinvestor.sorted.org.nz/kiwisaver-and-managed-funds/SCH10841/OFR10843/FND37522/", "source_tier": "C", "riskIndicator": 4, "annualFundChargePct": 1.34, "peerAvgFeePct": 1.07, "fiveYearReturnPct": null, "peerAvg5YearReturnPct": 4.96, "fiveYearReturnNote": "Less than 5 years of data", "growthAssetsPct": 77.76, "incomeAssetsPct": 22.24, "fundSizeNzd": 123491649.1, "pdsUrl": "/disclose-document/mdo6b69767fc404d02307b2af76e6eebf50/Booster-Kiwi-Saver-Scheme-Socially-Responisble-Investment-Funds-PDS-30-September-2025.pdf", "strategySummary": "“\n The Socially Responsible Growth Fund is suited to investors who seek potentially relatively high returns on average over longer term periods (seven years plus), allowing for short to medium term ups and downs, whilst excluding investments which do not satisfy certain socially responsible investment criteria. We aim to achieve this by investing primarily in growth assets, with a moderate allocation of income 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 }, { "asset": "NVIDIA Corp", "assetClass": "Shares", "type": "International Equities", "country": "US", "weightPct": 2.62 }, { "asset": "Fisher & Paykel Healthcare Corporation Limited", "assetClass": "Shares", "type": "Australasian Equities", "country": "NZ", "weightPct": 2.53 }, { "asset": "Apple Inc", "assetClass": "Shares", "type": "International Equities", "country": "US", "weightPct": 2.24 }, { "asset": "Microsoft Corporation", "assetClass": "Shares", "type": "International Equities", "country": "US", "weightPct": 1.83 }, { "asset": "Auckland International Airport Limited", "assetClass": "Shares", "type": "Australasian Equities", "country": "NZ", "weightPct": 1.57 }, { "asset": "Amazon.Com Inc", "assetClass": "Shares", "type": "International Equities", "country": "US", "weightPct": 1.5 }, { "asset": "Alphabet Inc (Class C)", "assetClass": "Shares", "type": "International Equities", "country": "US", "weightPct": 1.38 }, { "asset": "Infratil Limited", "assetClass": "Shares", "type": "Australasian Equities", "country": "NZ", "weightPct": 1.36 }, { "asset": "Meridian Energy Limited", "assetClass": "Shares", "type": "Australasian Equities", "country": "NZ", "weightPct": 1.12 } ], "fundStartDate": "30 March 2022", "minimumInvestmentNzd": null, "documents": [ { "label": "SOCIALLY RESPONSIBLE GROWTH FUND (FND37522) Full portfolio holdings 31 March 2026.xlsx Download the full portfolio holdings. XLSX, 1.12 KB", "href": "https://smartinvestor.sorted.org.nz/disclose-document/full-portfolio/FND37522/SOCIALLY-RESPONSIBLE-GROWTH-FUND-FND37522-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 Growth Fund Quarterly Fund Update March 2026.pdf The quarterly update published by the provider PDF, 84.63 KB", "href": "https://smartinvestor.sorted.org.nz/disclose-document/338e30b9fc2ba1f9/BKS---Kiwi-Saver-Socially-Responsible-Growth-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%20Growth%20Fund", "sortedSmartInvestor": "https://smartinvestor.sorted.org.nz/kiwisaver-and-managed-funds/SCH10841/OFR10843/FND37522/", "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" } }