{ "schemaVersion": "1.0", "canonicalUrl": "https://managedfunds.nz/funds/booster/wealth-growth/", "fetchedAt": "2026-05-22T05:19:08.584Z", "fund": { "slug": "wealth-growth", "name": "Booster Wealth Growth Fund", "managerSlug": "booster", "category": "diversified", "riskProfile": "growth", "isPie": true, "isEtf": null, "ticker": null, "isHedged": null, "isResponsibleInvestment": null, "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": 2.5, "sortedFundName": "WEALTH GROWTH FUND", "sortedManager": "BOOSTER INVESTMENT MANAGEMENT LIMITED", "sortedUrl": "https://smartinvestor.sorted.org.nz/kiwisaver-and-managed-funds/SCH10844/OFR10852/FND56020/", "fetchedAt": "2026-05-22T03:02:18.285Z", "source_doc": "sorted/SCH10844/OFR10852/FND56020", "source_doc_date": "2026-05-22", "source_doc_url": "https://smartinvestor.sorted.org.nz/kiwisaver-and-managed-funds/SCH10844/OFR10852/FND56020/", "source_tier": "C", "riskIndicator": 4, "annualFundChargePct": 0.91, "peerAvgFeePct": 1.29, "fiveYearReturnPct": null, "peerAvg5YearReturnPct": 4.31, "fiveYearReturnNote": "Less than 5 years of data", "growthAssetsPct": 78.48, "incomeAssetsPct": 21.52, "fundSizeNzd": 7234102.52, "pdsUrl": "/disclose-document/mdo84bd1290fc9c6a84272d0e29467c5194/Booster-Investment-Scheme-Multi-Sector-Funds-PDS-22-January-2026.pdf", "strategySummary": "“\n The Wealth 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 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 Approach to Responsible Investing policy.\n ”", "topHoldings": [ { "asset": "NZ Cash (BNZ Bank Trust Account)", "assetClass": "Cash", "type": "Cash and Cash Equivalents", "country": "NZ", "weightPct": 3.63 }, { "asset": "Fisher & Paykel Healthcare Corporation Limited", "assetClass": "Shares", "type": "Australasian Equities", "country": "NZ", "weightPct": 3.02 }, { "asset": "NVIDIA Corp", "assetClass": "Shares", "type": "International Equities", "country": "US", "weightPct": 2.34 }, { "asset": "Apple Inc", "assetClass": "Shares", "type": "International Equities", "country": "US", "weightPct": 2 }, { "asset": "Auckland International Airport Limited", "assetClass": "Shares", "type": "Australasian Equities", "country": "NZ", "weightPct": 1.87 }, { "asset": "Microsoft Corporation", "assetClass": "Shares", "type": "International Equities", "country": "US", "weightPct": 1.63 }, { "asset": "Infratil Limited", "assetClass": "Shares", "type": "Australasian Equities", "country": "NZ", "weightPct": 1.62 }, { "asset": "Amazon.Com Inc", "assetClass": "Shares", "type": "International Equities", "country": "US", "weightPct": 1.34 }, { "asset": "Meridian Energy Limited", "assetClass": "Shares", "type": "Australasian Equities", "country": "NZ", "weightPct": 1.34 }, { "asset": "Alphabet Inc (Class C)", "assetClass": "Shares", "type": "International Equities", "country": "US", "weightPct": 1.24 } ], "fundStartDate": "7 March 2025", "minimumInvestmentNzd": null, "documents": [ { "label": "WEALTH GROWTH FUND (FND56020) Full portfolio holdings 31 March 2026.xlsx Download the full portfolio holdings. XLSX, 3.03 KB", "href": "https://smartinvestor.sorted.org.nz/disclose-document/full-portfolio/FND56020/WEALTH-GROWTH-FUND-FND56020-Full-portfolio-holdings-31-March-2026.xlsx" }, { "label": "Booster Investment Scheme Multi Sector Funds PDS 22 January 2026.pdf How this investment works, including about the provider, risks, costs and potential returns PDF, 1.03 MB", "href": "https://smartinvestor.sorted.org.nz/disclose-document/mdo84bd1290fc9c6a84272d0e29467c5194/Booster-Investment-Scheme-Multi-Sector-Funds-PDS-22-January-2026.pdf" }, { "label": "BIS Wealth Growth Fund Quarterly Fund Update March 2026.pdf The quarterly update published by the provider PDF, 83.40 KB", "href": "https://smartinvestor.sorted.org.nz/disclose-document/46417c498ba3f128/BIS---Wealth-Growth-Fund---Quarterly-Fund-Update-March-2026.pdf" }, { "label": "Booster Investment Scheme Focus Series Funds PDS 30 April 2025.pdf Additional product disclosure statement from the provider PDF, 540.32 KB", "href": "https://smartinvestor.sorted.org.nz/disclose-document/mdoae013b2b083addf1c0e1115baf0d510d/Booster-Investment-Scheme-Focus-Series-Funds-PDS-30-April-2025.pdf" }, { "label": "Booster Investment Scheme Specialist Series Funds PDS 19 09 2016.pdf Additional product disclosure statement from the provider PDF, 158.65 KB", "href": "https://smartinvestor.sorted.org.nz/disclose-document/mdo8f4c7958a3ef11baf6c6053f83fc3511/Booster-Investment-Scheme-Specialist-Series-Funds-PDS-19-09-2016.pdf" }, { "label": "Booster Investment Scheme Income Fundsand Corporate Bond Fund PDS 30 April 2025.pdf Additional product disclosure statement from the provider PDF, 617.15 KB", "href": "https://smartinvestor.sorted.org.nz/disclose-document/mdo74d1022038163ce5afb9119184f58933/Booster-Investment-Scheme-Income-Fundsand-Corporate-Bond-Fund-PDS-30-April-2025.pdf" }, { "label": "Booster Investment Scheme Income Securities Portfolio PDS 30 April 2025.pdf Additional product disclosure statement from the provider PDF, 205.44 KB", "href": "https://smartinvestor.sorted.org.nz/disclose-document/mdo92afb2560b1c7d351ecb2eee941b336e/Booster-Investment-Scheme-Income-Securities-Portfolio-PDS-30-April-2025.pdf" }, { "label": "Booster Investment Scheme Booster Tahi Fund PDS 13 09 2017.pdf Additional product disclosure statement from the provider PDF, 252.81 KB", "href": "https://smartinvestor.sorted.org.nz/disclose-document/mdo3164552fada5eede958a988bbb215163/Booster-Investment-Scheme-Booster-Tahi-Fund-PDS-13-09-2017.pdf" }, { "label": "Booster Investment Scheme Private Landand Property Portfolio PDS 21 March 2018.pdf Additional product disclosure statement from the provider PDF, 155.11 KB", "href": "https://smartinvestor.sorted.org.nz/disclose-document/mdo2de7d0c3ccdae68cf66c4d7aafaae7cd/Booster-Investment-Scheme-Private-Landand-Property-Portfolio-PDS-21-March-2018.pdf" }, { "label": "Booster Investment Scheme Wealth Series Funds PDS 22 January 2026.pdf Additional product disclosure statement from the provider PDF, 692.48 KB", "href": "https://smartinvestor.sorted.org.nz/disclose-document/mdo961da846fe7043219def779a93320072/Booster-Investment-Scheme-Wealth-Series-Funds-PDS-22-January-2026.pdf" }, { "label": "Booster Investment Scheme Other Material Information 22 January 2026.pdf The Other Material Information document should be read in conjunction with the PDS. It details additional information an invest", "href": "https://smartinvestor.sorted.org.nz/disclose-document/mdoa236d80b29b5bde12e9359cfd11f158d/Booster-Investment-Scheme-Other-Material-Information-22-January-2026.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/mdo57d3b172ba27290e76f349bc2591923e/Approachto-Responsible-Investing.pdf" }, { "label": "Bond Watchsummary.pdf This document summarises \"BondWatch\" which is Booster's credit review process for bond issues which assists Booster in making an informed investment decision where the bond issue", "href": "https://smartinvestor.sorted.org.nz/disclose-document/mdo94c7a7d824fbfebfe22aac85586065f7/Bond-Watchsummary.pdf" }, { "label": "Valuationof Assets Methodology 25.1.pdf Valuation of Assets Methodology PDF, 220.74 KB", "href": "https://smartinvestor.sorted.org.nz/disclose-document/mdo06e7062b6e386769f31da7fa65a43fe1/Valuationof-Assets-Methodology-25.1.pdf" }, { "label": "Booster Investment Scheme SIPO 31 March 2026.pdf Statement of investment policy and objectives PDF, 750.80 KB", "href": "https://smartinvestor.sorted.org.nz/disclose-document/ba84f2595a1b9006/Booster-Investment-Scheme---SIPO---31-March-2026.pdf" } ] }, "sources": { "fmaDisclose": "https://disclose-register.companiesoffice.govt.nz/search?searchType=ALL&q=Booster%20Wealth%20Growth%20Fund", "sortedSmartInvestor": "https://smartinvestor.sorted.org.nz/kiwisaver-and-managed-funds/SCH10844/OFR10852/FND56020/", "productDisclosureStatement": "/disclose-document/mdo84bd1290fc9c6a84272d0e29467c5194/Booster-Investment-Scheme-Multi-Sector-Funds-PDS-22-January-2026.pdf" }, "licence": { "reuse": "Citation with link-back to canonicalUrl required. No paid redistribution.", "contact": "hello@managedfunds.nz" } }