# booster KiwiSaver Scheme — PDS history

Every extracted Product Disclosure Statement for the booster KiwiSaver Scheme, newest first. 13 PDS versions on file (period range: 2016-09-19 → 2025-06-30). Sourced from the FMA Disclose register (https://disclose-register.companiesoffice.govt.nz/) plus the provider's own website + Wayback Machine archives where applicable.

**Information only — not financial advice (FMCA s23 / Schedule 1).** PDS values are extracted verbatim from each PDF; always verify against the source PDS on FMA Disclose before relying on any of this.

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## PDS effective 2025-06-30

- **Member fee:** 36
- **Performance fee:** 0.50%
- **Custodian:** Public Trust
- **Supervisor:** Public Trust

**Changed from prior PDS (effective 2022-09-30):**

  - Management fee: 1.00 → (unset)
  - Member fee: (unset) → 36
  - Performance fee: (unset) → 0.50%

---

## PDS effective 2022-09-30

- **Management fee:** 1.00
- **Custodian:** Public Trust
- **Supervisor:** Public Trust

**Changed from prior PDS (effective 2022-08-31):**

  - Management fee: 0.52 → 1.00
  - Member fee: 48 → (unset)
  - Performance fee: 0% → (unset)
  - Custodian: BNZ → Public Trust

---

## PDS effective 2022-08-31

- **Management fee:** 0.52
- **Member fee:** 48
- **Performance fee:** 0%
- **Custodian:** BNZ
- **Supervisor:** Public Trust

**Changed from prior PDS (effective 2022-03-31):**

  - Management fee: 0.35 → 0.52
  - Member fee: 36 → 48
  - Performance fee: (unset) → 0%
  - Custodian: Public Trust → BNZ

---

## PDS effective 2022-03-31

- **Management fee:** 0.35
- **Member fee:** 36
- **Custodian:** Public Trust
- **Supervisor:** Public Trust

**Changed from prior PDS (effective 2022-02-23):**

  - Management fee: 0.56 → 0.35
  - Member fee: (unset) → 36
  - Performance fee: 0% → (unset)
  - Custodian: BNZ → Public Trust

---

## PDS effective 2022-02-23

- **Management fee:** 0.56
- **Performance fee:** 0%
- **Custodian:** BNZ
- **Supervisor:** Public Trust

**Changed from prior PDS (effective 2021-12-31):**

  - Management fee: 0.35 → 0.56
  - Member fee: 36 → (unset)
  - Performance fee: (unset) → 0%
  - Custodian: Public Trust → BNZ

---

## PDS effective 2021-12-31

- **Management fee:** 0.35
- **Member fee:** 36
- **Custodian:** Public Trust
- **Supervisor:** Public Trust

**Changed from prior PDS (effective 2021-04-30):**

  - Management fee: 1.00 → 0.35
  - Member fee: (unset) → 36

---

## PDS effective 2021-04-30

- **Management fee:** 1.00
- **Custodian:** Public Trust
- **Supervisor:** Public Trust

**Changed from prior PDS (effective 2021-04-20):**

  - Management fee: 0.44 → 1.00
  - Member fee: 44 → (unset)

---

## PDS effective 2021-04-20

- **Management fee:** 0.44
- **Member fee:** 44
- **Custodian:** Public Trust
- **Supervisor:** Public Trust

No tracked-field changes vs prior PDS (effective 2021-03-19).

---

## PDS effective 2021-03-19

- **Management fee:** 0.44
- **Member fee:** 44
- **Custodian:** Public Trust
- **Supervisor:** Public Trust

**Changed from prior PDS (effective 2020-11-30):**

  - Management fee: (unset) → 0.44
  - Member fee: 277 → 44
  - Performance fee: 0% → (unset)

---

## PDS effective 2020-11-30

- **Member fee:** 277
- **Performance fee:** 0%
- **Custodian:** Public Trust
- **Supervisor:** Public Trust

**Changed from prior PDS (effective 2020-10-08):**

  - Management fee: 1.00 → (unset)
  - Member fee: (unset) → 277
  - Performance fee: (unset) → 0%

---

## PDS effective 2020-10-08

- **Management fee:** 1.00
- **Custodian:** Public Trust
- **Supervisor:** Public Trust

**Changed from prior PDS (effective 2019-08-05):**

  - Management fee: 0.50 → 1.00
  - Member fee: 36 → (unset)
  - Performance fee: 0.50% → (unset)

---

## PDS effective 2019-08-05

- **Management fee:** 0.50
- **Member fee:** 36
- **Performance fee:** 0.50%
- **Custodian:** Public Trust
- **Supervisor:** Public Trust

**Changed from prior PDS (effective 2016-09-19):**

  - Management fee: 1.25 → 0.50
  - Member fee: 130 → 36
  - Performance fee: (unset) → 0.50%

---

## PDS effective 2016-09-19

- **Management fee:** 1.25
- **Member fee:** 130
- **Custodian:** Public Trust
- **Supervisor:** Public Trust

---

## Sources + related surfaces

- **FMA Disclose register:** https://disclose-register.companiesoffice.govt.nz/
- **Structured JSON:** https://fundcompare.co.nz/api/pds/booster/facts.json
- **HTML per fund:** https://fundcompare.co.nz/funds/booster/{fund-slug}/pds-history
- **MCP tool:** `get_pds_history({ scheme: "booster" })` at https://fundcompare.co.nz/mcp
- **Atom feed:** https://fundcompare.co.nz/changes/booster/feed.atom