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About

Morningstar Fund Report

Booster KiwiSaver Shielded Growth

Retail

Fund Report | Report generated 21 Apr 2021 |

Performance

31 Mar 2021

Growth of $10,000

Fund
Fund: Booster KiwiSaver Shielded Growth
Index
Index: Morningstar NZ Msec Aggressive TR NZD
Category
Category: Multisector - Aggressive

Financial Year Total Returns

Mar-19 Mar-20 Mar-21 Mar-21
Fund -- -0.64 28.05 28.05
+/- Cat -- 4.57 -5.12 -5.12
+/- Index -- -0.55 -1.13 -1.13

Trailing Total Returns

as at 31 Mar 2021
Total Return +/- Cat +/- Index Cat Rank
1 Month 3.20 -0.28 -2.40 20 / 26
3 Month 2.47 -0.87 -2.63 23 / 26
1 Year 28.05 -5.15 -1.13 25 / 26
3 Year -- -- -- --
5 Year -- -- -- --

Risk Analysis

as at 31 Mar 2021
3-Year Risk Measures Fund Category Index
Standard Deviation -- 12.67 12.1
Sharpe Ratio -- 0.79 --
R-Squared -- 86.98 --
Beta -- 0.98 --
Alpha -- -1.54 --

Fund Details

Fund Inception 31 May 2018
Responsible Entity Booster Investment Management Limited
Fund Manager Booster Investment Management Limited
Base Currency $NZ
Net Assets $Mil
(as at 31 Mar 2021)
5.82
Minimum Investment $ 0
Regular Savings Plan
(Yes/No)
--
Cash Distributions --

Current Investment Style

as at 31 Mar 2020

Size | Large Style | Growth

Asset Allocation

% as at 31 Mar 2021

Domestic Equity 26.102
International Equity 59.456
Listed Property 4.571
Unlisted Property 0.512
Domestic Fixed Interest 2.185
International Fixed Interest 1.649
Cash 5.590
Other -0.065

Morningstar Sustainability Rating  Learn more

Quick Stats

as at 19 Apr 2021

APIR Code --
Legal Type Superannuation Fund
Status Open
Category Multisector - Aggressive
Entry Price $ 1.3279
Exit Price $ 1.3279
Exit Price
1 Week Change $
0.0075

Morningstar Ratings

Overall 0
3 Year  
5 Year  
10 Year  

Fees & Expenses

One-Time

Entry Fee/Contribution Fee 0.00%
Exit Fee/Withdrawal Fee 0.00%
Buy/Sell Spread 0.0000

Annual

MER pa (31 Mar 2021) 3.0200
Max Management Fee pa 2.89%
Max Admin Fee pa --
Max Brokerage 0.0000