# Quarterly Fund Update — booster (2026-Q1)

> KiwiSaver scheme **booster** — Quarterly Fund Update filing covering period ending **2026-03-31**.
> Source: filed with FMA Disclose register. Canonical: https://fundcompare.co.nz/filings/qfu/booster/2026-q1

## Funds covered

| Fund | Fees (1y) | 1y return | 3y return | 5y avg return | AUM (NZD) | Members | Growth assets |
|------|-----------|-----------|-----------|---------------|-----------|---------|---------------|
| Asset Class Conservative Fund | 1.24% | 0.73% | — | 1.72% | NZD $24,210,138.54 | 927 | 32.6% |
| Socially Responsible Moderate Fund | 1.21% | — | — | 2.34% | NZD $80,684,804.59 | 3,243 | 32.4% |
| Socially Responsible Geared Growth Fund | 1.46% | — | — | — | NZD $167,251,189.92 | 5,630 | 97.5% |
| Moderate Fund | 1.20% | 4.10% | — | 2.20% | NZD $253,321,161.49 | 11,820 | 33.9% |
| Shielded Growth Fund | 1.41% | — | — | 5.13% | NZD $14,556,244.28 | 575 | 93.3% |
| High Growth Fund | 1.41% | 9.39% | — | 7.71% | NZD $915,594,530.42 | 29,169 | 96.1% |
| Socially Responsible High Growth Fund | 1.35% | — | — | 6.76% | NZD $872,745,444.07 | 20,271 | 94.2% |
| Growth Fund | 1.35% | — | — | 4.64% | NZD $758,531,634.78 | 24,518 | 76.3% |
| Geared Growth Fund | 1.50% | — | — | 6.11% | NZD $697,026,891.36 | 16,830 | 96.7% |
| Default Saver Fund | 0.35% | 7.28% | — | — | NZD $714,283,004.01 | 55,748 | 53.9% |
| Capital Guaranteed Fund | 1.03% | 2.79% | — | 2.63% | NZD $94,989,505.47 | 7,835 | 13.9% |
| Asset Class Balanced Fund | 1.32% | 8.23% | — | 3.80% | NZD $22,043,699.3 | 610 | 59.4% |
| Balanced Fund | 1.31% | — | — | 3.62% | NZD $876,836,661.46 | 32,252 | 58.0% |
| Socially Responsible Balanced Fund | 1.33% | — | — | 4.00% | NZD $427,295,658.95 | 11,977 | 56.7% |
| Socially Responsible Growth Fund | 1.34% | — | — | — | NZD $123,491,649.1 | 3,734 | 76.0% |
| Asset Class Growth Fund | 1.37% | 12.10% | — | 6.36% | NZD $145,147,816.14 | 2,801 | 89.2% |
| Enhanced Cash Fund | 0.87% | 1.98% | — | 2.09% | NZD $102,186,031.08 | 4,965 | 0.0% |

_Returns are after fees and tax at PIR 28%, sourced from the QFU PDF as filed with FMA Disclose._

## Source documents

- **Scheme-wide PDF**
  - Original PDF: https://documents.booster.co.nz/boosterdocuments/KiwiSaver/Recurring/Quarterly%20Fund%20Updates/2026/March%202026/BKS%20-%20KiwiSaver%20Capital%20Guaranteed%20Fund%20-%20Quarterly%20Fund%20Update%20-%20March%202026.pdf
  - SHA-256: `a318e646a7bb9068…`
  - Ingested: 2026-05-08
- **Fund: balanced**
  - Original PDF: https://documents.booster.co.nz/boosterdocuments/KiwiSaver/Recurring/Quarterly%20Fund%20Updates/2026/March%202026/BKS%20-%20KiwiSaver%20Asset%20Class%20Balanced%20Fund%20-%20Quarterly%20Fund%20Update%20-%20March%202026.pdf
  - SHA-256: `2d01cf595110294b…`
  - Ingested: 2026-05-08
- **Fund: cash**
  - Original PDF: https://documents.booster.co.nz/boosterdocuments/KiwiSaver/Recurring/Quarterly%20Fund%20Updates/2026/March%202026/BKS%20-%20KiwiSaver%20Enhanced%20Cash%20Fund%20-%20Quarterly%20Fund%20Update%20-%20March%202026.pdf
  - SHA-256: `f1c150307fb1fc87…`
  - Ingested: 2026-05-08
- **Fund: conservative**
  - Original PDF: https://documents.booster.co.nz/boosterdocuments/KiwiSaver/Recurring/Quarterly%20Fund%20Updates/2026/March%202026/BKS%20-%20KiwiSaver%20Asset%20Class%20Conservative%20Fund%20-%20Quarterly%20Fund%20Update%20-%20March%202026.pdf
  - SHA-256: `010ba7ea10ba2a5d…`
  - Ingested: 2026-05-08
- **Fund: default**
  - Original PDF: https://documents.booster.co.nz/boosterdocuments/KiwiSaver/Recurring/Quarterly%20Fund%20Updates/2026/March%202026/BKS%20-%20KiwiSaver%20Default%20Saver%20Fund%20-%20Quarterly%20Fund%20Update%20-%20March%202026.pdf
  - SHA-256: `bc38c778ab7fa761…`
  - Ingested: 2026-05-08
- **Fund: growth**
  - Original PDF: https://documents.booster.co.nz/boosterdocuments/KiwiSaver/Recurring/Quarterly%20Fund%20Updates/2026/March%202026/BKS%20-%20KiwiSaver%20Asset%20Class%20Growth%20Fund%20-%20Quarterly%20Fund%20Update%20-%20March%202026.pdf
  - SHA-256: `73089ebffbd88c43…`
  - Ingested: 2026-05-08
- **Fund: high-growth**
  - Original PDF: https://documents.booster.co.nz/boosterdocuments/KiwiSaver/Recurring/Quarterly%20Fund%20Updates/2026/March%202026/BKS%20-%20KiwiSaver%20High%20Growth%20Fund%20-%20Quarterly%20Fund%20Update%20-%20March%202026.pdf
  - SHA-256: `3b7125885be5e133…`
  - Ingested: 2026-05-08
- **Fund: moderate**
  - Original PDF: https://documents.booster.co.nz/boosterdocuments/KiwiSaver/Recurring/Quarterly%20Fund%20Updates/2026/March%202026/BKS%20-%20KiwiSaver%20Moderate%20Fund%20-%20Quarterly%20Fund%20Update%20-%20March%202026.pdf
  - SHA-256: `615540f2440fcb7e…`
  - Ingested: 2026-05-08

## Data sources

- FMA Disclose register — https://disclose-register.companiesoffice.govt.nz/
- IRD KiwiSaver — https://www.ird.govt.nz/kiwisaver
- Sorted Fund Finder — https://fundfinder.sorted.org.nz/

## Machine-readable surface

- Facts JSON: https://fundcompare.co.nz/api/qfu/booster/2026-q1/facts.json
- Crawlable HTML: https://fundcompare.co.nz/filings/qfu/booster/2026-q1

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This is an informational summary published by FundCompare NZ (https://fundcompare.co.nz) using publicly available data from the FMA Disclose register, IRD KiwiSaver, and Sorted Fund Finder. It does not constitute financial advice. FundCompare NZ is not a licensed Financial Advice Provider. Past performance is not indicative of future results — read each scheme's Product Disclosure Statement and consult a licensed financial adviser before making any decision. KiwiSaver® is a registered trademark of Inland Revenue.