Booster Shielded Growth

A $14 million fund with 1.35% in total fees and a performance fee sits 12th over three years in the aggressive category, despite being tilted 95% to growth assets.

The portfolio is dominated by international shares at 64%, with a quarter in Australasian equities and minimal defensive holdings. The top ten leans heavily into US tech: Nvidia, Apple, Microsoft, Amazon and Alphabet all feature alongside Fisher & Paykel Healthcare, which takes the top spot at 2.9%. Auckland Airport and Infratil round out the local exposure. A Vanguard ESG US Stock ETF appears at 2.4%, sitting just below cash holdings. That mix has delivered 13.3% annualised over three years and 7.2% over five, putting it in the middle tier of its peer group.

The fee structure includes a 1.25% management charge, a 0.04% other fee and a 0.12% performance component. Returns over one year reached 10%, placing the fund 18th among aggressive offerings. With growth assets at 95%, this is a high-risk allocation built for long time horizons and tolerance for volatility.

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