# Booster Wealth Moderate 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:** conservative
- **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 Wealth Moderate 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:** 0.74% p.a. (from the latest Quarterly Fund Update)
- **Risk indicator:** 4/7 on the FMA-mandated standardised scale (1 = lower risk, 7 = higher risk)
- **Fund size (AUM):** NZ$3 million
- **Asset mix:** 53% growth assets · 47% income assets
- **Fund started:** 7 March 2025

## Top 10 holdings

1. NZ Cash (BNZ Bank Trust Account) — 5.98%
2. BNZ Bank Bill 28/04/2026 — 1.97%
3. NZ Govt Stock 4.5% 15/04/2027 — 1.75%
4. Fisher & Paykel Healthcare Corporation Limited — 1.57%
5. NZ Govt Stock 3.50% 14/04/2033 — 1.20%
6. Westpac Treasury - TD 08 Jul 2026 @ 2.997 — 1.20%
7. NZ Govt Stock 0.50% 15/05/2026 — 1.16%
8. NVIDIA Corp — 1.06%
9. Infratil Infrastructure Bonds 7.06% 17/12/2031 — 1.05%
10. Westpac Treasury - TD 23 Apr 2026 @ 3.466 — 1.02%

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%20Wealth%20Moderate%20Fund
- **Product Disclosure Statement:** /disclose-document/mdo84bd1290fc9c6a84272d0e29467c5194/Booster-Investment-Scheme-Multi-Sector-Funds-PDS-22-January-2026.pdf
- **Sorted Smart Investor** (cross-validation): https://smartinvestor.sorted.org.nz/kiwisaver-and-managed-funds/SCH10844/OFR10852/FND56018/
- **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

- **Canonical HTML:** https://managedfunds.nz/funds/booster/wealth-moderate/
- **Markdown (this file):** https://managedfunds.nz/funds/booster/wealth-moderate/markdown.md
- **Structured data (JSON):** https://managedfunds.nz/funds/booster/wealth-moderate/data.json
- **First published:** 2026-05-08
- **Last refreshed:** 2026-05-22
- **Reuse licence:** citation with link back to the canonical HTML is granted. No paid redistribution. Full terms: https://managedfunds.nz/llms-policy.txt

---

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.