Booster KiwiSaver Scheme

The Booster KiwiSaver Scheme is a registered KiwiSaver scheme under the Financial Markets Conduct Act 2013, designed to help members save for their retirement. It also accepts transfers from Australian complying superannuation schemes.

The Booster KiwiSaver Scheme offers a range of 15 funds to choose from. Each investment fund has a different investment objective and strategy, and include amongst others, a capital guaranteed fund, two socially responsible investment funds and two Asset Class Funds - the Asset Class Conservative Fund and Asset Class Growth Fund. See the Booster KiwiSaver Scheme Product Disclosure Statements for more information about all the funds available.

While there are 15 funds available in the Booster KiwiSaver Scheme, we recommend that you invest in the Asset Class Funds.

New Zealand owned and operated, Booster Investment Management Limited, is the KiwiSaver scheme provider and manager.

Booster manages the savings of over 100,000 KiwiSaver members with over $1 billion funds under management.  It is also one of nine Government appointed KiwiSaver default providers.

logo-sfgStewart Group Asset Management is the Asset Consultant of the Asset Class Funds.  Both the Asset Class Growth Fund and Asset Class Conservative Fund mirror parent company, Stewart Group's, investment philosophy which is applied to wealth portfolios.

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The Asset Class Funds are broadly diversified portfolios that are primarily invested in DFA Australia Limited (DFA) funds.  They seek to add value through low cost implementation and portfolio construction.

Presently there are few options for investors seeking passive KiwiSaver scheme funds.  These funds have no performance fees, allow you to blend your investment across both funds, and are based on sound academic research principles.

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The custody of the assets of the Booster KiwiSaver Scheme are held by and in the name of the supervisor's nominee company.  For the Asset Class Funds, Aegis Limited provides administration services to Investment Custodial Services Limited (ICSL), the independent sub custodian of the underlying assets of the Asset Class Funds.

A Disclosure Statement is available from your adviser, on request and free of charge.

Booster Investment Management Limited (Booster) is the issuer and manager of the Scheme.  Public Trust is the supervisor of the Scheme.  The relevant Product Disclosure Statements for the Booster KiwiSaver Scheme are available from your adviser or by calling Booster on 0800 336 338.

None of Booster Investment Management Limited, Public Trust, or any director, board member or nominee, or any related company or party of any of those entities, or any other person guarantees the Scheme’s performance, returns or repayment of capital.