Booster High Growth

This fund charges a total fee of 1.34 percent, the highest among all aggressive KiwiSaver funds tracked by WealthWatch, and sits just outside the top ten for five-year returns at 10th in its category. The fee structure includes a 1.25 percent management charge plus a 0.12 percent performance fee, and the fund holds $954.9 million in assets across nearly 17,000 members.

Booster runs this as an almost pure growth portfolio, with 98 percent in shares and property. International equities take 64 percent of the fund, led by the American tech giants: NVIDIA at 2.73 percent, Apple at 2.2 percent, Microsoft at 1.93 percent, Amazon at 1.55 percent, and Alphabet at 1.47 percent. The local allocation of 26 percent tilts heavily toward New Zealand stocks, with Fisher & Paykel Healthcare the single largest holding at 3.15 percent, followed by Auckland Airport at 1.93 percent, Infratil at 1.67 percent, and Contact Energy at 1.22 percent. A Vanguard ESG equity fund accounts for 2.4 percent.

The fund delivered 10.7 percent over one year and 14.2 percent annualised over three years, placing it 9th over that medium term. Over five years it returned 8.2 percent annually.

General information only, not financial advice. Past performance is not a reliable indicator of future results.