Investment objective and strategy• To provide relatively consistent returns, with some capital growth over the long-term.• To achieve returns (after fees but before tax) of at least 1.75% per year above inflation over any four year period.• Invests mainly in income assets and includes some growth assets.These funds currently exclude investments in directly held companies and managed fund investments where theunderlying activities are principally involved in the tobacco, gambling, armaments, nuclear power, and fossil fuelindustries, among others. The criteria for screening out these investments may be modified over time to reflectdevelopments in the socially responsible investment arena. Our Approach to Responsible Investing policy has furtherdetails on excluded investments. Go to www.booster.co.nz/responsible-investing-policy.

At Booster, our investment approach is disciplined and engaged. We seek opportunities where the rewards more than outweigh the risks, alongside a diversified ‘core’ investment allocation that captures the long-run growth in markets.  

A carefully controlled approach to risk management aims to help us deliver consistency over the long term, while the environmental, social & governance (ESG) risks of an investment are factored into our decision-making process.

Within the SRI funds, Booster utilises a negative screening process which avoids certain industries that overall are assessed as having a negative impact on society and the environment, while focusing on selecting investments that offer exposure to the key economic and sector themes identified through our top down research. The assessment of investments for compliance with this methodology and criteria is tightly integrated with broader portfolio monitoring.

For more information please refer to the document "Booster's Approach to Responsible Investment".