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BOOSTER INVESTMENT MANAGEMENT LIMITED logo

BOOSTER INVESTMENT MANAGEMENT LIMITED

Booster Kiwisaver Scheme
Website

The BOOSTER KIWISAVER SCHEME is operated by Booster Investment Management Limited. As of the latest reporting date, the scheme has 232,278 members and manages $6.47 billion in assets. Members can choose from 17 funds within a KiwiSaver scheme, spanning a range of investment approaches to suit different time horizons and risk preferences.

The scheme charges an average annual fee of 1.20% across its funds. Members can select from Conservative, Defensive, Balanced, Growth, and Aggressive fund options within a KiwiSaver scheme, allowing them to align their investment strategy with their personal circumstances. This type of scheme structure typically appeals to members seeking a diversified range of investment choices managed by a single provider. This information is general in nature only and does not constitute financial advice.

Assets

$6B

Total value

Average Return

4.02%

Five year

Average Fee ๐Ÿ’ฐ

1.20%

One Year

Total Investors

232.3K

Across all funds

%
%
FUND NAME
RISK LEVEL
5Y RETURN
FEE๐Ÿ’ฐ
Value
Growth Assets
Start Date
High Growth Fund
Aggressive
5.71%1.28%$955M70.9%01-10-2007
Growth Fund
Growth
6.42%1.25%$787M73.61%28-04-2010
Moderate Fund
Conservative
2.23%1.08%$257M44.09%01-10-2007
Default Saver Fund
Balanced
N/A0.35%$732M44.42%01-12-2021
Shielded Growth Fund
Aggressive
7%1.41%$14M93.73%31-05-2018
Asset Class Conservative Fund
Conservative
0.93%1.12%$25M28.15%01-07-2014
Geared Growth Fund
Aggressive
9.37%1.5%$719M97.82%15-07-2009
Socially Responsible Moderate Fund
Conservative
2.81%1.21%$81M33.94%24-03-2020
Socially Responsible High Growth Fund
Aggressive
8.85%1.35%$904M93.62%21-05-2010
Socially Responsible Geared Growth Fund
Aggressive
N/A1.46%$166M97.63%30-03-2022
Balanced Fund
Balanced
4.87%1.2%$904M49.64%01-10-2007
Asset Class Growth Fund
Aggressive
6.35%1.37%$151M90.22%01-07-2014
Socially Responsible Balanced Fund
Balanced
5.25%1.33%$441M57.31%01-07-2014
Capital Guaranteed Fund
Conservative
2.63%1.03%$93M11.29%01-07-2014
Asset Class Balanced Fund
Balanced
3.84%1.32%$23M60.16%29-09-2017
Socially Responsible Growth Fund
Growth
N/A1.34%$122M76.25%30-03-2022
Enhanced Cash Fund
Defensive
2.09%0.75%$94MN/A01-10-2007

Governance & relationships

Manager
BOOSTER INVESTMENT MANAGEMENT LIMITED(NZ Limited Company)
FSP registration
FSP FSP28142verify on FSPR โ†—
NZBN
9429037597320verify on NZBN โ†—
Supervisor
Data being compiled from PDS filings
Custodian
Data being compiled from PDS filings
Auditor
Data being compiled from Annual Reports

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 (22)

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.

PeriodTypeSource PDFsStatusFiling page
2025-12-31SIPO1 PDFExtractedPDF only
2022-03-31SIPO1 PDFPendingPDF only
2022-01-31SIPO1 PDFPendingPDF only
2021-07-31SIPO1 PDFPendingPDF only
2016-09-19SIPO1 PDFPendingPDF only
2026-Q1QFU8 PDFsExtractedOpen filing โ†’
2025-Q4QFU8 PDFsExtractedOpen filing โ†’
2025-06-30PDS1 PDFExtractedPDF only
2022-09-30PDS1 PDFPendingPDF only
2022-08-31PDS1 PDFPendingPDF only
2022-03-31PDS1 PDFPendingPDF only
2022-02-23PDS1 PDFPendingPDF only
2021-12-31PDS1 PDFPendingPDF only
2021-04-30PDS1 PDFPendingPDF only
2021-04-20PDS1 PDFPendingPDF only
2021-03-19PDS1 PDFPendingPDF only
2020-11-30PDS1 PDFPendingPDF only
2020-10-08PDS1 PDFPendingPDF only
2019-08-05PDS1 PDFPendingPDF only
2016-09-19PDS1 PDFPendingPDF only
2025-06-30AR1 PDFPendingPDF only
2022-03-31AR1 PDFPendingPDF only

Source: FMA Disclose register. Filings auto-refresh weekly via the FundCompare ingestion pipeline.

AI ยท API ยท Markdown

Machine-readable surface

Every provider page on FundCompare ships with structured JSON and a plain-markdown summary alongside the HTML โ€” 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

GET/api/provider/booster/facts.jsonapplication/jsonProvider profile + every fund (fees, returns, risk) in one structured payload.
GET/api/provider/booster/summary.mdtext/markdownPlain-markdown provider summary with funds table, citable by LLMs.

One-click MCP install

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Install in Cursor1-click

Opens Cursor and adds the MCP server with one confirmation

VS Code
Install in VS Code1-click

Opens VS Code MCP install dialog

Full per-client guide + ChatGPT GPT setup at /api/mcp.

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 โ†’ Connectors โ†’ 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"]
} } }

# Tools: search_funds, get_fund, get_provider, get_qfu_filing โ€” anonymous, free.

FundCompare is not a Financial Advice Provider. Data is sourced from FMA Disclose, IRD, and Sorted Fund Finder. The endpoints above are free, public, and cached for one hour. KiwiSaverยฎ is a registered trademark of Inland Revenue.

Important Information and Disclosure

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.

Before making any investment decision, you should read the Product Disclosure Statement (PDS) for the fund carefully. If you have questions or are unclear about the implications of your investment decision, you should seek advice from a licensed Financial Advice Provider.

All information displayed is sourced from scheme providers, the Disclose Register, and the Sorted Smart Investor universal feed (operated by Te Ara Ahunga Ora Retirement Commission), or other publicly available sources. We take reasonable steps to ensure accuracy but cannot guarantee information is always current or complete.

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KiwiSaver

This website is operated by FundCompare.co.nz and is not endorsed by, or affiliated with, the New Zealand government or Inland Revenue. FundCompare.co.nz is using the KiwiSaver trade mark and logo under licence from Inland Revenue. To view the official New Zealand government KiwiSaver website, please click here.