BOOSTER KIWISAVER SCHEME
Moderate Fund
BOOSTER INVESTMENT MANAGEMENT LIMITED
Fund start date
01 October 2007
Data as at
31 March 2026
Conservative
About this conservative fund
The Moderate Fund is a KiwiSaver scheme fund offered by Booster within the Booster KiwiSaver Scheme. This conservative fund type holds 44% in growth assets and 66% in income assets, positioning it toward the lower-risk end of the investment spectrum. The fund serves members seeking a balanced approach between capital preservation and modest growth potential.
Over the five-year period to 31 March 2026, the Moderate Fund delivered an average annual return of 2.76%. The scheme charges an annual fee of 1.08%, which sits above the peer-median fee of 0.85% for conservative funds in its cohort. The fund manages $257.3 million in assets across 11,877 members. Past performance is not a reliable indicator of future returns.
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
- FND1278
- FSP number
- FSP28142
- NZBN
- 9429037597320
- Provider
- Booster
- Scheme
- BOOSTER KIWISAVER SCHEME
Endpoints for Moderate Fund
GET/api/fund/booster/moderate-fund/facts.jsonapplication/jsonStructured fund facts (fees, returns, asset mix, identifiers, sources).
GET
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.
