Booster KiwiSaver Socially Rsp Hi Gr

23710

Booster KiwiSaver Socially Rsp Hi Gr 23710 Strategy

The Fund invests, either directly or through other funds, in shares mainly listed on the Australian and New Zealand stock exchanges, augmented with companies listed on other major global stock exchanges. The portfolio will exclude companies and other investments where the underlying activities are principally involved in the tobacco, alcohol, gambling and armaments industries. The criteria for screening out these companies may be modified over time to reflect developments in the socially responsible investment arena.
The investment objective & strategy is a summary of the investment's principal strategy as written in the prospectus. This information is pulled from the most recent product disclosure document.

Funds News & Analysis

funds

Listed Investment Companies monthly performance: July 2025

The Morningstar LIC monthly report provides a snapshot of ASX-listed LICs, and whether they are trading at a premium or a discount to their net tangible assets (NTA).
funds

KiwiSaver Survey | June Quarter 2025

KiwiSaver rises to almost NZD 130 billion.
funds

Listed Investment Companies monthly performance: June 2025

The Morningstar LIC monthly report provides a snapshot of ASX-listed LICs, and whether they are trading at a premium or a discount to their net tangible assets (NTA).

Morningstar Investment Ideas

Markets

Index
Last price
Change
% Change
All Ordinaries9,151.201.30-0.01%
CAC 407,874.3122.62-0.29%
DAX 4023,567.18181.68-0.77%
Dow JONES (US)45,883.4549.230.11%
FTSE 1009,232.0444.99-0.48%
HKSE26,438.518.05-0.03%
NASDAQ22,348.75207.640.94%
Nikkei 22544,902.27134.150.30%
NZX 50 Index13,234.8926.580.20%
S&P 5006,615.280.000.00%
S&P/ASX 2008,877.703.00-0.03%
SSE Composite Index3,861.861.360.04%

Market Movers