BOOSTER KIWISAVER SCHEME
Asset Class Conservative Fund
BOOSTER INVESTMENT MANAGEMENT LIMITED
Fund start date
01 July 2014
Data as at
31 March 2026
Conservative
About this conservative fund
The Asset Class Conservative Fund is a KiwiSaver scheme fund managed by Booster within the BOOSTER KIWISAVER SCHEME. The fund holds 28% in growth assets and 71% in income assets, with the remainder in cash. This allocation reflects a conservative investment approach designed to prioritise capital preservation while generating modest returns through a mix of bonds, fixed-income securities, and equity exposure.
Fee + return history
View detailed history →Quarterly fees and after-tax returns recorded against this fund since inception. Sourced from FMA Disclose Quarterly Fund Updates. The detailed view shows the full chart + per-quarter data table.
PDS changes
View detailed PDS history →Material changes to the Product Disclosure Statement over time — fee adjustments, asset-allocation shifts, scheme-rule amendments. Diff against the previous PDS shown side-by-side in the detailed view.
Holdings changes
View detailed holdings diff →Top-10-holdings additions, removals, and weight changes across quarters. Shows the manager's actual portfolio decisions over time, sourced from the fund's Quarterly Fund Update.
SIPO changes
View detailed SIPO history →Statement of Investment Policy and Objectives revisions — investment objective rewrites, asset-class target shifts, ESG policy changes, derivatives policy changes. The detailed view diffs against prior SIPO versions.
AI · API · Markdown
Machine-readable surfaceEvery fund page on FundCompare ships with structured JSON and a plain-markdown summary alongside the HTML — so LLMs, MCP clients, and analysts can cite the same regulator-sourced data the page renders. Source documents come from FMA Disclose, IRD, and Sorted Fund Finder.
Identifiers
- FMA fund code
- FND1289
- FSP number
- FSP28142
- NZBN
- 9429037597320
- Provider
- Booster
- Scheme
- BOOSTER KIWISAVER SCHEME
Endpoints for Asset Class Conservative Fund
GET/api/fund/Booster/asset-class-conservative-fund/facts.jsonapplication/jsonStructured fund facts (fees, returns, asset mix, identifiers, sources).
FundCompare
Compare every fund within a KiwiSaver scheme on the FMA Disclose register. Refreshed quarterly. Independent — FundCompare is not a Financial Advice Provider; general information only.
