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Booster
Kiwi Saver
SchemeProduct Disclosure StatementAsset Class Funds
Offer of membership in the Booster Kiwi Saver Scheme8 June 2023
Issuer: Booster Investment Management Limited
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How to fill out quarterly fund updates
How to fill out quarterly fund updates
01
Gather all relevant financial data for the quarter
02
Format the data in a clear and organized manner
03
Include performance metrics, investment holdings, and any other relevant information
04
Provide a summary of the fund's performance compared to benchmarks
05
Review and double-check the update for accuracy before distribution
Who needs quarterly fund updates?
01
Investors
02
Fund managers
03
Financial advisors
04
Regulatory bodies
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What is quarterly fund updates?
Quarterly fund updates are reports that provide information on the performance, holdings, and activities of a fund over a specific quarter.
Who is required to file quarterly fund updates?
Investment funds, asset managers, and financial institutions are required to file quarterly fund updates.
How to fill out quarterly fund updates?
Quarterly fund updates can be filled out electronically through designated reporting platforms or submitted in paper format to the relevant regulatory body.
What is the purpose of quarterly fund updates?
The purpose of quarterly fund updates is to provide transparency and accountability to investors, regulators, and other stakeholders regarding the fund's performance and activities.
What information must be reported on quarterly fund updates?
Quarterly fund updates typically include information on the fund's net asset value, investment holdings, performance metrics, expenses, and any changes in investment strategy.
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