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About

Morningstar Fund Report

Booster KiwiSaver High Growth

Retail

Fund Report | Report generated 18 May 2022 |

Performance

30 Apr 2022

Growth of $10,000

Fund
Fund: Booster KiwiSaver High Growth
Index
Index: Morningstar NZ Agg Tgt Alloc NR NZD
Category
Category: Multisector - Aggressive

Financial Year Total Returns

Mar-20 Mar-21 Mar-22 Apr-22
Fund -2.85 32.56 5.42 -3.99
+/- Cat 2.35 -0.61 1.79 -0.63
+/- Index -1.62 3.55 -0.55 -2.72

Trailing Total Returns

as at 30 Apr 2022
Total Return +/- Cat +/- Index Cat Rank
1 Month -3.99 -0.63 -2.72 19 / 27
3 Month -4.98 -0.90 -1.17 19 / 27
1 Year -1.42 1.20 -4.14 8 / 26
3 Year 8.04 1.03 -0.55 5 / 25
5 Year 8.71 0.92 -0.65 3 / 21

Risk Analysis

as at 30 Apr 2022
3-Year Risk Measures Fund Category Index
Standard Deviation 11.37 12.38 10.95
Sharpe Ratio 0.68 0.54 --
R-Squared 88.61 85.71 --
Beta 0.98 1.04 --
Alpha -0.29 -2.04 --

Fund Details

Fund Inception 01 Oct 2007
Responsible Entity Booster Investment Management Limited
Fund Manager Booster Investment Management Limited
Base Currency $NZ
Net Assets $Mil
(as at 30 Apr 2022)
572.48
Minimum Investment $ 0
Regular Savings Plan
(Yes/No)
--
Cash Distributions --

Current Investment Style

as at 30 Sep 2021

Size | Large Style | Blend

Asset Allocation

% as at 31 Mar 2022

Domestic Equity 28.822
International Equity 59.763
Listed Property 3.430
Unlisted Property 1.099
Domestic Fixed Interest 1.789
International Fixed Interest 2.058
Cash 3.015
Other 0.024

Morningstar Sustainability Rating  Learn more

Quick Stats

as at 13 May 2022

APIR Code --
Legal Type Superannuation Fund
Status Open
Category Multisector - Aggressive
Entry Price $ 2.1060
Exit Price $ 2.1060
Exit Price
1 Week Change $
-0.0290

Morningstar Ratings

Overall 4
3 Year 4
5 Year 5
10 Year 3

Prosective Fees & Costs

as at 03 Nov 2021

Total Cost Ratio (Prospective) 1.30%
Investment Management Fee 1.26%
Performance Fee Costs 0.00%
Administration Fees & Costs --
Buy Spread/Sell Spread -- / --