Booster KiwiSaver Scheme
Managed by Booster Investment Management Limited
Booster Investment Management Limited operates the Booster KiwiSaver Scheme, which serves 220,101 members and manages $6.46 billion in assets. The scheme offers 17 funds within a KiwiSaver scheme across a range of investment approaches, providing members with options suited to different investment horizons and risk tolerances. This breadth of choice reflects a scheme designed to accommodate diverse member circumstances and preferences throughout their retirement savings journey.
The Booster KiwiSaver Scheme charges an average annual fee of 1.21% across its funds. Members can select from Aggressive, Growth, Balanced, Conservative, and Defensive fund types, allowing them to align their investment with their personal circumstances and approach to risk. Schemes offering multiple fund options like this typically appeal to members who want flexibility to adjust their portfolio as their life circumstances change. This information is general in nature only and does not constitute financial advice.
Summary written 28 October 2026; its figures may predate the key facts below, which are current.
Assets
$6B
Total value
Average Return
4.88%
Five year
Average Fee 💰
1.21%
One Year
Total Investors
220.1K
Across all funds
Booster KiwiSaver Scheme: key facts
- Scheme
- Booster KiwiSaver Scheme
- Managed by
- Booster Investment Management Limited (FSP 28142)
- Funds
- 17
- Members (summed across funds)
- 220,101
- Funds under management
- $6.5B
- Share of the KiwiSaver money we track
- 4.3%
- Annual fee range
- 0.35% to 1.5%
- Oldest fund started
- 1 October 2007
Data as at 31 March 2026 for most funds (later where a newer quarterly fund update has been filed). Members are summed across funds, so a member in two funds counts twice.
Booster KiwiSaver Scheme funds by risk profile
- Defensive: 1 fund
- Conservative: 4 funds
- Balanced: 4 funds
- Growth: 2 funds
- Aggressive: 6 funds
Highest five-year return in each fund type
| Fund type | Fund | 5-year return (a year) | Annual fee |
|---|---|---|---|
| Defensive | Enhanced Cash Fund | 2.09% | 0.75% |
| Conservative (of 4) | Socially Responsible Moderate Fund | 2.81% | 1.21% |
| Balanced (of 3) | Socially Responsible Balanced Fund | 5.25% | 1.33% |
| Growth | Growth Fund | 6.42% | 1.35% |
| Aggressive (of 5) | Geared Growth Fund | 9.37% | 1.5% |
After fees and tax, among this provider's funds with a five-year record. Data as at 31 March 2026 for most funds (later where a newer quarterly fund update has been filed). Past performance is not a reliable indicator of future returns.
FUND NAME | RISK LEVEL | 5Y RETURN | FEE💰 | Value | Growth Assets | Start Date |
|---|---|---|---|---|---|---|
| High Growth Fund | Aggressive | 5.71% | 1.3% | $955M | 70.9% | 01-10-2007 |
| Moderate Fund | Conservative | 2.23% | 1.08% | $262M | 44.09% | 01-10-2007 |
| Default Saver Fund | Balanced | No 5-year average return figure held. Recorded fund start date 1 December 2021 is less than five years before March 2026. | 0.35% | $771M | 44.55% | 01-12-2021 |
| Shielded Growth Fund | Aggressive | 7% | 1.41% | $14M | 93.73% | 31-05-2018 |
| Asset Class Conservative Fund | Conservative | 0.93% | 1.11% | $25M | 28.75% | 01-07-2014 |
| Geared Growth Fund | Aggressive | 9.37% | 1.5% | $719M | 97.82% | 15-07-2009 |
| Socially Responsible Moderate Fund | Conservative | 2.81% | 1.21% | $81M | 33.94% | 24-03-2020 |
| Socially Responsible High Growth Fund | Aggressive | 8.85% | 1.35% | $904M | 93.62% | 21-05-2010 |
| Growth Fund | Growth | 6.42% | 1.35% | $759M | 76.3% | 28-04-2010 |
| Socially Responsible Geared Growth Fund | Aggressive | No 5-year average return figure held. Recorded fund start date 30 March 2022 is less than five years before March 2026. | 1.46% | $166M | 97.63% | 30-03-2022 |
| Balanced Fund | Balanced | 4.87% | 1.31% | $877M | 57.98% | 01-10-2007 |
| Asset Class Growth Fund | Aggressive | 6.35% | 1.37% | $151M | 90.22% | 01-07-2014 |
| Socially Responsible Balanced Fund | Balanced | 5.25% | 1.33% | $441M | 57.31% | 01-07-2014 |
| Capital Guaranteed Fund | Conservative | 2.63% | 1.03% | $93M | 11.29% | 01-07-2014 |
| Asset Class Balanced Fund | Balanced | 3.84% | 1.32% | $23M | 60.16% | 29-09-2017 |
| Socially Responsible Growth Fund | Growth | No 5-year average return figure held. Recorded fund start date 30 March 2022 is less than five years before March 2026. | 1.34% | $122M | 76.25% | 30-03-2022 |
| Enhanced Cash Fund | Defensive | 2.09% | 0.75% | $101M | N/A | 01-10-2007 |
About “N/A” in return figures: it means no figure is held, not a return of zero. Of the 17 funds listed, 14 have a 5-year average return. Figures are drawn from fund disclosures on the FMA Disclose register, chiefly quarterly fund updates. Each fund shows the most recent figure held; the latest quarter broadly covered across all funds is March 2026. A fund too new to report a period has no figure for it; other gaps are figures not yet captured from the updates ingested so far.
Governance & relationships
- Manager
- BOOSTER INVESTMENT MANAGEMENT LIMITED(NZ Limited Company)
- FSP registration
- FSP FSP28142verify on FSPR ↗
- NZBN
- 9429037597320verify on NZBN ↗
Manager identity sourced from the most recent FMA-filed Quarterly Fund Update. See the cross-scheme manager relationships map to see whether this manager operates across multiple schemes.
FMA Disclose filings (23)
Quarterly Fund Updates, Product Disclosure Statements, SIPOs, and Annual Reports indexed from the FMA Disclose register. Click into a filing for the per-fund extracted data.
| Period | Type | Source PDFs | Status | Filing page |
|---|---|---|---|---|
| 2025-12-31 | SIPO | 1 PDF | Extracted | Open filing → |
| 2022-03-31 | SIPO | 1 PDF | Pending | Open filing → |
| 2022-01-31 | SIPO | 1 PDF | Pending | Open filing → |
| 2021-07-31 | SIPO | 1 PDF | Pending | Open filing → |
| 2016-09-19 | SIPO | 1 PDF | Pending | Open filing → |
| 2026-Q2 | QFU | 8 PDFs | Extracted | Open filing → |
| 2026-Q1 | QFU | 8 PDFs | Extracted | Open filing → |
| 2025-Q4 | QFU | 8 PDFs | Extracted | Open filing → |
| 2025-06-30 | PDS | 1 PDF | Extracted | Open filing → |
| 2022-09-30 | PDS | 1 PDF | Pending | Open filing → |
| 2022-08-31 | PDS | 1 PDF | Pending | Open filing → |
| 2022-03-31 | PDS | 1 PDF | Pending | Open filing → |
| 2022-02-23 | PDS | 1 PDF | Pending | Open filing → |
| 2021-12-31 | PDS | 1 PDF | Pending | Open filing → |
| 2021-04-30 | PDS | 1 PDF | Pending | Open filing → |
| 2021-04-20 | PDS | 1 PDF | Pending | Open filing → |
| 2021-03-19 | PDS | 1 PDF | Pending | Open filing → |
| 2020-11-30 | PDS | 1 PDF | Pending | Open filing → |
| 2020-10-08 | PDS | 1 PDF | Pending | Open filing → |
| 2019-08-05 | PDS | 1 PDF | Pending | Open filing → |
| 2016-09-19 | PDS | 1 PDF | Pending | Open filing → |
| 2025-06-30 | AR | 1 PDF | Pending | Open filing → |
| 2022-03-31 | AR | 1 PDF | Pending | Open filing → |
Source: FMA Disclose register. Filings auto-refresh weekly via the FundCompare ingestion pipeline.
AI · API · Markdown
Machine-readable surfaceEvery provider 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
- Short name
- Booster
- Funds operated
- 17
- Scheme(s)
- Booster KiwiSaver Scheme
Endpoints for Booster Investment Management Limited
One-click MCP install
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Quick examples
cURL
curl -s "https://fundcompare.co.nz/api/provider/booster/facts.json" | jq .Python
import requests
data = requests.get("https://fundcompare.co.nz/api/provider/booster/facts.json").json()
print(data["fund_name" if "provider" == "fund" else "name"])MCP (Claude Desktop / ChatGPT)
# Claude Code (CLI):
claude mcp add --transport http fundcompare https://fundcompare.co.nz/mcp
# Cursor / Cline / Continue (settings JSON):
{ "mcpServers": { "fundcompare": { "url": "https://fundcompare.co.nz/mcp" } } }
# Claude Desktop (UI): Settings → Connectors → Add custom connector
# URL: https://fundcompare.co.nz/mcp
# Claude Desktop via JSON (uses npx mcp-remote bridge):
{ "mcpServers": { "fundcompare": {
"command": "npx", "args": ["-y", "mcp-remote", "https://fundcompare.co.nz/mcp"]
} } }
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The information provided on this website is not a recommendation to buy, sell, or hold any financial products. Nothing on this website constitutes financial advice for the purposes of the Financial Markets Conduct Act 2013. FundCompare.co.nz is not a licensed Financial Advice Provider.
Investing involves risk. The value of your investment can go down as well as up, and you may get back less than you put in. Past performance is not a reliable indicator of future returns.
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