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

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KiwiSaver Survey | December Quarter 2024

The final quarter of 2024 presented a mixed bag for the New Zealand economy. While some indicators pointed towards a potential upswing, others suggested continued headwinds.
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Investing is about figuring out what works for you. Managed funds solve the right problems for me.
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Listed Investment Companies monthly performance: December 2024

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).

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