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BIF Annual Report 2026

Annual Report29 June 2026BIFFinancials

www.booster.co.nzBooster Innovation Scheme Annual Report 20261
This Annual Report 2026 has been prepared for

the period 1 April 2025 to 31 March 2026.

Booster

Innovation

Scheme

Annual Report 2026

Booster Innovation Fund

www.booster.co.nzBooster Innovation Scheme Annual Report 20262
Contents

Section 1 Details of the Scheme ............................................................................3

Section 2 Description of the Scheme .....................................................................3

Section 3 Information on composition of the Scheme ...........................................4

Section 4 Changes relating to the Scheme ............................................................5

Section 5 Financial condition and performance of the Scheme ............................7

Section 6 Fees ........................................................................................................8

Section 7 Scheme property.................................................................................... 9

Section 8 Changes to persons involved in the Scheme ........................................ 13

Section 9 How to find further information ............................................................14

Section 10 Contact details and complaints ............................................................ 15

www.booster.co.nzBooster Innovation Scheme Annual Report 20263
1. Details of the Scheme

2. Description of the Scheme

Description of the Scheme: The Booster Innovation Fund (the ‘Fund’) was established to invest in a portfolio

of early-stage companies founded on intellectual property originated or developed in New Zealand that are

selected on the basis that they have the potential to become commercially successful globally. The Fund was

also listed on the NZX Main Board, code BIF, on 2 March 2022.

Date on which the Scheme started: The Scheme was established on 22 October 2020. The Scheme was initially

offered as a wholesale scheme with its first transaction being on 24 August 2021. The Scheme was registered

as a managed investment scheme on 10 November 2021 and became available to retail investors on 18

November 2021.

This Annual Report has been prepared for the year ended 31 March 2026, which covers the period 1 April

2025 to 31 March 2026 (the Year).

Name of the scheme:Booster Innovation Scheme (Scheme)

Manager:Booster Investment Management Limited (BIML or Manager)

Supervisor:Public Trust

Product Disclosure

Statement:

The date and status of the latest Product Disclosure Statement for the Scheme is:

• Booster Innovation Scheme – Booster Innovation Fund, dated 8 December

2025 – open for applications.

Financial Statements

and Auditor’s Report:

The latest financial statements for the Scheme and its auditor report, covering

the financial year 1 April 2025 to 31 March 2026 have been lodged on the scheme

register and are available at www.disclose-register.companiesoffice.govt.nz

or at www.booster.co.nz.

www.booster.co.nzBooster Innovation Scheme Annual Report 20264
3. Information on composition of the Scheme

Units on issue

The number of units on issue in the Fund at the start and at the end of the Year was:

Substantial product holders

The Fund is listed on the NZX Main Board under NZX code BIF. Any unit holder that holds more than 5% of

the units in the Fund considered to be a substantial product holder.

A list of the substantial product holders and their respective unit holding in the Fund, as at the end of the

Year is as follows:

2

ACNL holds units as a Custodian for underlying investors.

Fund

Units on issue at

1 April 2025

1

Units on issue at

31 March 2026

Booster Innovation Fund14,416,518 16,330,729

1

The opening units as at 1 April 2025 are the closing units as at 31 March 2026.

Substantial product holderUnit holding

Percentage

of holding

Booster KiwiSaver Scheme

(through PT (Booster KiwiSaver) Nominees Limited)

9,102,72655.7%

Asset Custodian Nominees Limited (ACNL)

2

4,609,47528.2%

Included within ACNL:

Units held as custodian for relevant interests of the Managing Director

of the Manager’s ultimate parent company, Booster Group Limited,

Allan Yeo

3,136,172 19.2%

Of which the following units (being relevant interests of Allan Yeo) are

held for Booster Financial Services Limited

2,974,06918.2%

Booster SuperScheme

(through PT (Booster Superannuation) Nominees Limited)

1,380,8588.9%

www.booster.co.nzBooster Innovation Scheme Annual Report 20265
4. Changes relating to the Scheme

Statement of Investment Policy and Objectives (SIPO)

No material changes were made to the SIPO of the Scheme’s Fund during the Year. A copy of the Scheme’s

most recent SIPO is available at www.booster.co.nz

Governing document

No changes were made to the Scheme’s Trust Deed during the Year. A copy of the Scheme’s Trust Deed is

available at www.booster.co.nz.

Related party transactions

There were no material changes to the nature or scale of any related party transactions during the Year and

all related party transactions that provided for a related party benefit were on arms’ length terms.

The types of related party transactions that featured during the Year also featured in prior years, and

included:

Related parties acquiring units in the Scheme

• Related parties of the Scheme and other funds managed by the Manager may (and do) acquire, hold or

dispose of units of the Fund and such transactions have continued during the Year.

NZ Innovation Booster Limited Partnership

• The Scheme’s Fund owns units in the NZ Innovation Booster Limited Partnership (NZIB). NZIB is a

partnership between the Fund (via its custodian), BFSL, the parent company of the Manager, and

Victoria Link Limited (Wellington UniVentures), Otago Innovation Limited (OIL) and Auckland Uni

Services (AUS). Wellington UniVentures, OIL and AUS (together our ‘investment partners’) are wholly

owned subsidiaries of Victoria University of Wellington, University of Otago and the University of

Auckland respectively.

Due in part to BFSL being a shareholder of the general partner of NZIB, we consider NZIB to be a

related party. As Wellington UniVentures, BFSL, OIL and AUS are shareholders of the general partner

and are limited partners of NZIB, they could also be considered to be related parties. NZIB holds

shares in the underlying businesses.

• During the Year, there were changes to the shareholders of NZIB’s general partner and its limited

partners:

- On 8 December 2025, AUS joined NZIB as a new investment partner and became a shareholder of

NZIB’s general partner. This addition is expected to broaden BIF’s investment pipeline and enhance

access to early-stage investment opportunities across New Zealand’s leading research institutions.

- Following this change, the NZIB Limited Partnership (LP) Agreement was updated accordingly.

In connection with this update, the ownership of NZIB’s general partner was revised. BFSL and

Wellington UniVentures each reduced their shareholding from 50% to 25%, while OIL and AUS

each acquired a 25% shareholding in the general partner of NZIB.

Capital Commitment

• BFSL committed an ongoing capital contribution into NZIB of up to $2 million per year, on an average,

for a minimum of 5 years when NZIB was formed in 2018, subject to the underlying investments

meeting NZIB’s investment criteria. Currently other Booster Managed Funds have agreed to take on

50% of that commitment. These commitments can be partly or wholly met by the Fund where it is

determined to be in the best interests of the Fund and its investors.

www.booster.co.nzBooster Innovation Scheme Annual Report 20266
Purchase of interests in companies from Wellington UniVentures via NZIB

• As in previous years, during the Year the Fund acquired NZIB partnership units either from our

investment partners or to support purchase by NZIB of an interest in businesses that were held

outside of NZIB.

• Further information on the Fund and Related Party Benefits can be found in the Scheme’s Product

Disclosure Statement and Other Material Information document available at www.booster.co.nz.

Terms of the offer

Excluding matters noted below, there were no material changes made to the terms of the offer of the

Scheme’s Fund during the Year.

• Climate reporting changes

- On 22 October 2025 the Government announced that Managed investment scheme (MIS) managers

will be removed from the climate reporting regime and will no longer be required to produce annual

climate statements. Following changes to regulatory requirements, the Manager has ceased

preparing annual climate statements for the Fund with the statements for the year ended

31 March 2025 being the last.

• Responsible Investment Policy Update

- During the Year, the Responsible Investment Policy was amended to clarify the approach to

consideration of Environmental, Social and Governance (ESG) matters in investment decision

making. ESG integration methodologies used for certain listed investments are not applied to

unlisted investments (which this Fund invests in) as ESG comparisons can be harder to make.

• Changes to the Fund’s Investment Committee

- On 5 June 2025:

• The Fund’s Investment Committee ceased operating as a subcommittee of the Booster

Investment Committee and fulfils the full Investment Committee role for the Fund, with

reporting obligations to the Board of the Manager.

• Daniela (Dana) McKenzie was appointed as a full member of the Fund’s Investment Committee

and ceased her role within the Advisors team.

• Changes to the Fund’s Advisor team

- On 5 June 2025, John Selby and Dana McKenzie ceased their roles from the Advisors team.

- On 15 September 2025, Deborah (Deb) Shepard was appointed to the Advisors team.

- On 20 November 2025, Craig Squire was appointed to the Advisors team.

• During the Year, the Scheme’s Product Disclosure Statement was updated to:

- reduce the minimum initial investment amount from $1,000 to $500;

- note that valuation assessments for Fund interests held by NZIB would now follow the same

approval process for directly held interests;

- change the approved dispute resolution scheme provider to Financial Services Complaints Limited

(effective 30 April 2025); and

- other immaterial changes.

Refer to the Product Disclosure Statement for further information on the changes described above.

A copy of the Scheme’s current Product Disclosure Statement is available at www.booster.co.nz

Valuation and pricing methodologies

No changes were made to the Scheme’s Fund valuation and pricing methodologies during the Year that

impact on the net asset value of the Fund or the value of investor’s interests, except for the valuation

approval process change for NZIB held interests noted above.

www.booster.co.nzBooster Innovation Scheme Annual Report 20267
5. Financial condition and performance of the Scheme

The below information is a summary of the financial information for the Scheme for the year ended 31 March

2026 which provides a description of the Scheme’s financial condition. The full financial statements are

available at www.disclose-register.companiesoffice.govt.nz or at www.booster.co.nz.

The financial statements for the Fund are prepared under International Financial Reporting Standards,

which differs to the approach applied for unit pricing purposes. There may be occasions where the financial

statements are adjusted for information that becomes available post balance date relating to the year-

end valuation in accordance with accounting standards. Unit pricing is adjusted as required to reflect new

information received.

Statement of Financial Performance of the Fund

For the year ended

31 March 2026 $’000

Investment income1,764

Fees and expenses(35)

Net income before tax1,729

Statement of Financial Position of the Fund

As at 31 March 2026

$’000

Cash326

Investments held at fair value 24,470

Tax payable(78)

Other payables(35)

Net Assets24,683

Statement of Changes in net assets attributable to unitholders

For the year ended

31 March 2026 $’000

Net assets at the beginning of the period20,363

Proceeds for units issued3,074

Withdrawals(347)

Net profit after tax1,593

Net Assets attributable to unitholders24,683

Statement of Cash Flows

For the year ended

31 March 2026 $’000

Opening cash position264

Net cash (outflows) from operating activities(2,665)

Net cash inflows from financing activities2,727

Cash at end of the Year326

www.booster.co.nzBooster Innovation Scheme Annual Report 20268
The below table shows the breakdown on investments held at fair value. Fair value adjustments refer to

unrealised gains/losses for holdings during the period assessed in accordance with valuation methodologies

for the Scheme.

Investments held at fair value

For the year ended

31 March 2026 $’000

Opening balance (investments at 31 March 2025)20,133

Acquisitions 2,585

Distributions-

Fair value adjustments1,756

Foreign exchange translation(4)

Investments at end of the Year 24,470

6. Fees

Fees and expenses charged by the Fund through the unit price, but not including investor specific action

fees, in respect of the Scheme for the Year are:

3

The disclosed fees and expenses represent the amounts either disclosed or reflected in the financial statements of the Scheme’s Fund

over that period.

4

The percentage is calculated based off the dollar amount divided by the average net asset value of the Scheme’s Fund for the year to

31 March 2026.

Any new fees or changes to existing fees are subject to the Scheme Trust Deed. The Manager will consult

and agree any fee change with the Supervisor and provide 1 month’s notice of any increase in the fees or

charges to all investors in the Fund. Expenses may vary from year to year.

Fee Type and Rate

3

Dollar Amount

Percentage of

Scheme Property

4

Fees and Expenses Charged by the Manager or associated persons

Performance-based management fee$00.00%

Fees and Expenses Charged by other persons

Capital raising expensesniln /a

Other fund administration expenses$34,5000.14%

Other fund administration expenses from underlying funds$20,4880.08%

www.booster.co.nzBooster Innovation Scheme Annual Report 20269
7. Scheme property

As at 31 March 2026, the Fund held the following investments:

Company

^

Company

StageDescription

Shareholding

range

Investment

made in year

to 31/03/2026

Advemto Limited

5

Seed

Developing ultrafast spectroscopy

systems, that can reduce research

analysis from months to days.

5 - 10%No

Alimetry Limited

5,6

Expansion

Sell non-invasive devices for aiding

informed diagnostics for gastric disease.

0 - 5%No

Allegro Energy Pty

Limited

5

Expansion

Developing high performance water-

based electrolytes to provide a low cost,

clean and green energy storage solution.

0 - 5%No

Amaroq Therapeutics

Pty Limited

5

Seed

Developing a new class of therapeutics

that target long non-coding RNA in

cancer.

0 - 5%No

Avasa LimitedEarly stage

Developing a novel implantable medical

device that aids in complex microvascular

artery and vein reconstruction.

0 - 5%

Partial, additional

2% acquired

BioLumic IncExpansion

Improves crop yield and quality by

treating seeds and seedlings with

UV-light recipes.

0 - 5%No

BioOra LimitedExpansion

Specialises in automating the CAR T-cell

therapy manufacturing process to reduce

costs and increase accessibility to cancer

treatments.

0 - 5%

Partial, additional

1% acquired

Bontia Bio Limited

5

Seed

Specialises in utilising proprietary

synthetic biology technologies to

create scalable production systems

for commercially valuable compounds

from nature.

10 - 15%

Partial, additional

5% acquired

B.Spkl LimitedSeed

Developing a unique manufacturing

method and materials technology to

produce a key component of hydrogen

electrolysers, aiming to facilitate viable

green hydrogen production.

0 - 5%No

Cadmus Animal HealthSeed

Developing an immunotherapeutic for the

treatment of chronic periodontal disease

in companion animals.

5 - 10%Yes, in full

Calocurb LimitedExpansion

Selling a plant-based appetite

suppressant, sourced from New Zealand

hops, to assist people with chronic and

debilitating obesity, a growing health

epidemic internationally.

0 - 5%No

Captivate Technology

Limited

Seed

Developing a novel method of carbon

capture, with potential to sequester

greenhouse gas emissions across a range

of industries.

0 - 5%No

Chitogel Limited

5

Expansion

Sell sinus dressings that helps to enhance

wound healing and improve patient

outcomes post-surgery.

0 - 5%No

www.booster.co.nzBooster Innovation Scheme Annual Report 202610
Ferronova Pty Limited

5

Expansion

Developing surgical tracer systems that

are designed to more accurately map

cancer spread to lymph nodes.

0 - 5%No

Hot Lime Labs Limited


(trading as Aplenty)

Early stage

Selling carbon delivery systems to

convert wood biomass into a more

sustainable source of CO2 for use in

horticulture.

0 - 5%No

Indus LimitedSeed

Developing and marketing a unique

investment platform to facilitate

investment into India for people living

abroad.

0 - 5%Yes, in full

Inhibit Coatings

Limited (trading as

Argentix)

5

Seed

Developing coatings to inhibit microbial

contamination and outbreaks, targeting

infection protection in the foot and ankle

market.

5 - 10%No

InsituGen Limited

5

Seed

Developing testing solutions for

measuring hormone activity in companion

animals and for the detection of

performance enhancing drug use in

animals and humans.

5 - 10%No

Kai’s Education LimitedEarly stage

Specialises in the development and sale

of gamified and interactive learning

tools with a focus on teaching STEM

(science, technology, engineering, and

mathematics) subjects to students.

0 - 5%No

Komodo Holdings

Limited

Early stage

Helping teachers and schools track the

wellbeing of students using an interactive

wellbeing platform.

0 - 5%

Partial, additional

1% acquired

Liquium Limited

5

Seed

Seeking to revolutionise the ammonia

production process making it cleaner,

cheaper and scalable.

5 - 10%No

MACSO Technologies

Limited


Early stage

Selling cloud-based monitoring systems

utilising human-like sensors and on-edge

artificial intelligence to monitor changes

in the built environment.

5 - 10%No

Marama Labs

Limited

5

Early stage

Develops scientific hardware and data

analytics solutions to help customers

improve the quality of their production.

5 - 10%No

Mars Bioimaging

Limited

Expansion

Provides advanced spectral molecular

imaging. Their technology combines the

best of X-ray, CT, MRI, and PET scans

to produce 3D, high-resolution, colour

images for use in healthcare.

0 - 5%

Partial, additional

0.1% acquired

My Better Breathing

Limited (trading as

Good Air Nosebuds)

Seed

Developing and selling mechanical

breathing technology to improve natural

function and reduce nasal congestion.

0 - 5%No

Nutrition From Water

Inc

Early stage

Developing marine whey, a protein source

produced from water and microalgae.

0 - 5% No

Opo Bio LimitedSeed

Developing next generation bio-based

ingredients for cosmetic and medical

applications.

5 - 10% No

Orbis Diagnostics

Limited

Early stage

Developing point of care diagnostics for

use in pharmacy and other settings.

0 - 5% No

www.booster.co.nzBooster Innovation Scheme Annual Report 202611
OrbViz Holdings

Limited

Seed

A SaaS platform that transforms static

reports and spreadsheets into interactive

reports that stakeholders can easily

access, explore and respond to.

0 - 5% No

Scentian Bio LimitedEarly stage

Developing and commercialising a unique

sensing system, based on insect sensing

receptors, that can define a digital

reference for a taste and smell.

0 - 5%

Partial, additional

2% acquired

Sensor Holdings

Limited (trading as

StretchSense)

Expansion

Selling motion capture gloves that

combine sensors and machine learning

for hand and finger tracking in enterprise

training, animation and gaming.

0 - 5% No

Solros Therapeutics

Limited

5

Seed

Commercialising brain health focused

therapies that take advantage of novel

mechanisms of action.

5 - 10%

Partial, additional

5% acquired

Tectonus LimitedExpansion

Applies proprietary technology to

multistorey buildings aiming to lower the

cost of construction in seismic regions

and provide owners and occupiers with a

safer, more resilient building.

0 - 5%

Partial, additional

1% acquired

The Sustainable Care

Company Limited

(trading as Cleanery)

Expansion

Sell a range of eco-friendly cleaning and

personal care products that aim to have a

reduced environmental impact compared

to existing solutions.

0 - 5% No

Wave Propulsion

Limited

Expansion

Merged entity of ZeroJet and Tectrax

that provides eco-friendly electric jet

propulsion and amphibious drive systems

for innovative marine solutions.

0 - 5% No

Wellumio Limited

5

Early stage

Developing portable, magnetic resonance

imaging (MRI) device to improve stroke

treatment model.

0 - 5%

Partial, additional

1% acquired

Woolchemy NZ

Limited

Early stage

Utilising wool to create intelligent

eco-logical materials for personal care

products.

0 - 5% No

Wych Holdings LimitedSeed

Delivering secure, compliant, and

scalable open data solutions through

standardised APIs, reducing complexity,

cost, and security risk.

0 - 5%Yes, in full

XFrame Pty Limited

5

Expansion

Selling recoverable, reusable building

frames for sustainable construction.

5 - 10% No

Zincovery Process

Technologies Limited

(trading as Zethos)

Early stage

Specialises in the recycling of critical

minerals, having developed an alternative

approach that can reduce carbon

emissions.

0 - 5% No

^

Companies that have advised the Manager that they have been put into liquidation (and the Manager has valued at or near $nil)

are not included. Other companies with a $nil are also not included.

5

Investments are held indirectly via an interest in NZIB.

6

Investment is held indirectly via NZIB which has an interest in the specific investees through an agreement with the Matu ̄ Karihi fund.

www.booster.co.nzBooster Innovation Scheme Annual Report 202612
The following charts provide an analysis of the composition of the investment portfolio as at 31 March 2026.

Portfolio value by business stage

60% Expansion24% Early stage

14% Seed

2% Cash

Portfolio value by sector

11% Information

services

technology

29% Materials &

technologies

23% Energy & clean

technologies

35% Life sciences


& medical

technologies

2% Cash

Fund value by individual holding

This chart shows the relative size of each of the 40 active investments (excluding investments placed into

liquidation and valued at nil) in which the Fund held an interest in as at 31 March 2026 (as a proportion of

NAV). Commercial confidentiality obligations restrict the identification of each investment.

0%25%100%50%75%

www.booster.co.nzBooster Innovation Scheme Annual Report 202613
8. Changes to persons involved in the Scheme

The Manager

BIML is the manager, administration manager and investment manager of the Scheme. This did not change

during the Year.

Changes to Directors of the Manager

During the Year the Manager had the following Board changes:

• On 1 December 2025, Allan Yeo stepped down from the Manager’s Board of Directors, and Diana

Papadopoulos has been appointed to the position of director, replacing her previous role as alternate

director to Allan Yeo.

Changes in Key Personnel of the Manager

• On 11 April 2025, Nic Craven stepped down as Chief Investment Officer of the Manager.

• On 9 May 2025, Nadine Brown was appointed as the Chief Customer Officer of the Manager, taking

over the position recently vacated by Diana Papadopoulos following her appointment as Chief

Executive Officer.

• On 11 September 2025, Simon O’Grady was appointed as Chief Investment Officer of the Manager.

Changes to the group structure of the Manager

On 31 December 2025

• Two additional companies, Booster Group Limited (BGL) and Booster Financial Services Group Limited

(BFSGL), were introduced into the group structure between the existing shareholders of Booster

Financial Services Limited (BFSL), and BFSL. As a result, BGL became the parent company of BFSGL,

and BFSGL became the parent company of BFSL. BFSL remains the immediate parent company of the

Manager.

The Supervisor

Public Trust is the Supervisor of the Scheme and this did not change during the Year.

During the Year, the Supervisor had the following Board changes:

• Karen Price was appointed as Chair of the Board of Public Trust effective 1 June 2025.

• William Peet was appointed as a Director of the Board of Public Trust effective 1 June 2025.

Other Persons Involved

On 30 April 2025, the Manager changed its independent approved dispute resolution scheme provider from

Financial Dispute Resolution Services (FDRS) to Financial Services Complaints Limited.

There were no changes to the Custodian (PT (Booster Investments) Nominees Limited), the Unit Registrar

(MUFG Pension & Market Services (NZ) Limited), or the Auditor (Ernst & Young) during the Year.

www.booster.co.nzBooster Innovation Scheme Annual Report 202614
9. How to find further information

Information relating to the Scheme is available on the offer register and scheme register at

www.disclose-register.companiesoffice.govt.nz by searching ‘Booster Innovation Scheme’ for the scheme

register and ‘Booster Innovation Fund’ for the offer register:

• The offer register includes the Product Disclosure Statement, Other Material Information and material

contracts for the Scheme.

• The scheme register includes the Trust Deed, the SIPO, the financial statements and the annual reports

for the Scheme.

To request this annual report and other information about the Scheme and your investment (free of charge):

write to Booster Investment Management Limited,

PO Box 11872, Manners Street, Wellington 6142

email investments@booster.co.nz

call 0800 336 338 from 8.00am to 8.00pm (Monday to Friday)

visit www.booster.co.nz

www.booster.co.nzBooster Innovation Scheme Annual Report 202615
Booster Investment Management Limited (BIML) is the issuer of the Booster Innovation Scheme. None of BIML, Public Trust, or any

director, board member or nominee of any of those entities, or any other person guarantees the Scheme’s performance, returns or

repayment of capital. A copy of the Scheme’s Product Disclosure Statement is available at www.booster.co.nz.

10. Contact details and complaints

Manager

Chief Operating Officer

Booster Investment Management Limited

Level 19, Aon Centre, 1 Willis Street

PO Box 11872, Manners Street

Wellington 6142

Phone: 0800 336 338

Email: investments@booster.co.nz

Supervisor

General Manager, Corporate Trustee Services

Public Trust

Level 2, Public Trust Building,

22-28 Willeston Street,

Private Bag 5902

Wellington 6140

Phone: 0800 371 471

Email: CTS.Enquiry@PublicTrust.co.nz

If you have any queries on your listed securities holdings, you can contact the Unit Registrar on the contact

details below:

Unit Registrar

MUFG Pension & Market Services (NZ) Limited

Level 30, PwC Tower,

15 Customs Street West

PO Box 91976

Auckland 1142

Phone: 09 375 5998

Email: nquiries.nz@cm.mpms.mufg.com

If you have any queries or complaints about the Scheme, you can contact the Manager (in the first instance),

or the Supervisor, at the contact details below:

If your complaint can’t be resolved by the Manager, the Supervisor or the Unit Registrar, you can refer to the

following approved dispute resolution scheme run by Financial Services Complaints Limited (FSCL). FSCL

will not charge you a fee to investigate or resolve your complaint.

You can contact FSCL at:

Level 4, 101 Lambton Quay

PO Box 5967

Wellington 6140

Phone: 0800 347 257

Email: complaints@fscl.org.nz

Website: www.fscl.org.nz

www.booster.co.nzBooster Innovation Scheme Annual Report 202616
We’re here to help.

To find out more about Booster Innovation

Scheme, talk to your financial adviser,

call us on 0800 336 338 or visit our website.

booster.co.nz

Booster Investment Management Limited

PO Box 11872, Manners Street

Wellington 6142, New Zealand

---

Booster
Innovation

Fund

Financial Statements 2026

Statement of Comprehensive Income1
Statement of Changes in Net Assets

Attributable to Unitholders

1

Statement of Financial Position2

Statement of Cash Flows3

Notes to the Financial Statements4

Independent Auditor’s Report

17

Contents

Booster Innovation Scheme - Booster Innovation Fund | Financial StatementsPage 1
Statement of Comprehensive Incom

e

For the year ended 31 March 2026


20262025


Note

$'000$'000

Interest income

12 27

6

(4)119

Net gains/(losses) on financial instruments at fair value through profit or loss6

1,756

(1,854)

Tax refund

- 4

Total Income/(loss)

1,764 (1,704)

Administration costs9

35 35

Total Expenses

35 35

Profit/(loss) for the year before tax

1,729 (1,739)

Tax expense11

136 -

Profit/(loss) for the year after tax for the period attributable to unitholders

1,593 (1,739)

Total comprehensive income/(loss) for the period attributable to unitholders

1,593 (1,739)

Statement of changes in net assets attributable to unitholders

For the year ended 31 March 2026


20262025

$'000$'000



Net assets at the beginning of the reporting period

20,363 19,455

Transactions with unitholders

Proceeds from units issued

3,074 2,713

Withdrawals

(347)(66)

Net profit/(loss) after tax and total comprehensive income

1,593 (1,739)

Net assets attributable to unitholders at the end of the reporting period

24,683 20,363

Net (losses)/gains on foreign exchange translation on financial instruments at fair value

through profit or loss

These financial statements should be read in conjunction with the accompanying notes.

Booster Innovation Scheme - Booster Innovation Fund | Financial StatementsPage 2
Statement of Financial Positio

n

As at 31 March 2026

Note

20262025

$'000$'000

Assets

Cash and cash equivalents5

326 264

Financial assets at fair value through profit or loss6

24,470 20,133

Total Assets

24,796 20,397

Liabilities

Tax payable

78-

Other payables

35 34

Total Liabilities

113 34

Net assets attributable to unitholders

24,683 20,363

Represented by:

Net assets attributable to unitholders

24,683 20,363

John Selby

Director and Chair of the Board

Melanie Templeton

Director

For and on behalf of Booster Investment Management Limited who authorised the issue of these financial statements on 23

June 2026:

These financial statements should be read in conjunction with the accompanying notes.

Booster Innovation Scheme - Booster Innovation Fund | Financial StatementsPage 3
Statement of Cash Flows

For the year ended 31 March 202

6

Note

20262025

$'000$'000

Cash was provided from/(applied to):

Interest income

12 27

Administration costs

(35)(35)

Purchase of financial instruments at fair value through profit or loss

(2,585)(2,729)

Tax (paid)/refunded

(57)

4

Net cash outflows from operating activities5

(2,665)

(2,733)

Cash was provided from/(applied to):

Proceeds from units issued

3,074 2,713

Payments for redemption of units

(347)(66)

Net cash inflows from financing activities

2,727 2,647

Net increase/(decrease) in cash held

62 (86)

Cash and cash equivalents at beginning of reporting period

264 350

Cash and cash equivalents at end of reporting period5

326 264

These financial statements should be read in conjunction with the accompanying notes.

Booster Innovation Scheme - Booster Innovation Fund | Financial StatementsPage 4
Notes to the financial statements

1. Reporting entity

These financial statements are for the Booster Innovation Scheme's only fund, the Booster Innovation Fund (the Fund) as at

31 March 2026 (reporting date). Comparative information has been provided for the year to 31 March 2025.

The Booster Innovation Scheme is established and domiciled in New Zealand and is an FMC Reporting Entity under the

Financial Markets Conduct Act 2013. The Scheme is a managed investment scheme. The Scheme is comprised of one

investment fund at the reporting date. The Fund's aim is to provide investors with an opportunity to invest in early stage

companies founded on intellectual property originated or developed in New Zealand that the Manager believes have the

potential to become commercially successful globally. Since 2 March 2022, the Fund's units are quoted on the New Zealand

Stock Exchange (NZX) Main Board operated by the NZX Limited (under code "BIF").

The Scheme was initially established on 22 October 2020 as part of the Booster Investment Scheme II Trust which is dated

18 September 2019.

The Manager of the Scheme is Booster Investment Management Limited, and the Supervisor is Public Trust.

These financial statements have been prepared for the only Fund within the Scheme and not the Scheme as a whole in

accordance with the Financial Markets Conduct (Financial Statements for Schemes Consisting Only of Separate Funds)

Exemption Notice 2022.

These financial statements were adopted and authorised for issue by the Board of Directors of the Manager on 23 June

2026.

2. Summary of material accounting policies

a) Basis of preparation

The financial statements of the Fund have been prepared in accordance with the Trust Deed governing the Scheme,

section 7 of the Financial Markets Conduct Act 2013 and Generally Accepted Accounting Practice in New Zealand (NZ

GAAP). For the purpose of complying with NZ GAAP, the Fund is a for-profit entity. They comply with New Zealand

equivalents to International Financial Reporting Standards (NZ IFRS) issued by the New Zealand Accounting Standards

Board and International Financial Reporting Standards (IFRS) issued by the International Accounting Standards Board, and

other applicable financial reporting standards as appropriate for profit oriented entities. The financial statements of the Fund

have been prepared in accordance with Tier 1 for-profit reporting requirements outlined in the External Reporting Board's

Accounting Standards Framework (XRB-A1) and they have been prepared on the assumption that the Fund operates on a

going concern basis.

b) Basis of measurement

The financial statements have been prepared on an accruals basis and are based on historical costs modified by the

revaluation of selected assets and liabilities for which the fair value basis of accounting has been applied.

The Statement of Financial Position is presented on a liquidity basis. Assets and liabilities are presented in decreasing order

of liquidity and are not classified between current or non-current.

The Scheme is not registered for GST and the financial statements are stated inclusive of GST where applicable.

c) Functional and presentation currency

The functional currency of the Fund is New Zealand dollars (NZD).

The financial statements are presented in NZD and rounded to the nearest thousand ($'000) unless otherwise stated.

Foreign currency transactions are translated into the functional currency using the exchange rates prevailing at the dates of

the transactions. Foreign exchange gains and losses resulting from the settlement of such transactions and from the

translation at period end exchange rates of monetary assets and liabilities denominated in foreign currencies are recognised

in the Statement of Comprehensive Income.

Investments and other monetary assets and liabilities denominated in foreign currency are translated to NZD at the

exchange rate prevailing at the reporting date.

Booster Innovation Scheme - Booster Innovation Fund | Financial StatementsPage 5
2. Basis of preparation (continued)

d)Uses of estimates and judgements

3. Accounting Policies

4. Standards, amendments, and interpretations to existing standards

IFRS 18 Presentation and Disclosure in Financial Statements (NZ IFRS 18) will replace IAS 1 Presentation of Financial

Statements. The effective date is for annual periods beginning on or after 1 January 2027. The Fund has not early adopted

IFRS 18 .NZ IFRS 18 sets out the requirements for the presentation and disclosure of information in the financial statements

and will not change the net profit reported, only the disclosure of information. The impact on the disclosures for the Funds is

yet to be determined.

Several amendments and interpretations to other standards apply for the first time in the year ended 31 March 2026, but do

not have an impact on the financial statements of the Fund.

The accounting policies adopted have been consistently applied throughout the periods presented in these financial

statements.

The principal accounting policies applied in the preparation of these financial statements are set out in the accompanying

notes where an accounting policy choice is provided by NZ IFRS. A policy is also included when it is new, has changed, is

specific to the Fund’s operations, or is material. Where NZ IFRS does not provide an accounting policy choice, the Fund has

applied the requirements of NZ IFRS but a detailed accounting policy is not included.

The preparation of financial statements requires management to make judgements, estimates and assumptions that affect

the application of accounting policies and the reported amounts of assets, liabilities, income and expenses. Actual results

may differ from these estimates. Estimates and underlying assumptions are reviewed on an ongoing basis. Revisions to

accounting estimates are recognised in the period in which the estimate is revised and in any future periods affected.

In particular, information about significant areas of estimation, uncertainty and critical judgements in applying accounting

policies that have the most significant effect on the amounts recognised in the financial statements are described below:

Fair Value of Financial Assets at Fair Value through Profit or Loss

The most significant judgement made in the preparation of these financial statements relates to the reliance on the

Manager's valuation of Level 3 financial assets. Significant judgements, estimates and assumptions were used to derive the

value of the level 3 financial assets at fair value through profit or loss. Refer to note 6 for further detail about the value of

these investments.

e)Investment entity

The Fund meets the definition of an investment entity. The Manager determined that the Fund meets the definition of an

investment entity by considering the number of unitholders in the Fund, the Fund's business purpose which is to generate a

return to unitholders from capital appreciation and that substantially all of the funds financial assets are measured and

evaluated on a fair value basis.

f)Unitholders' funds

The Fund will aim to make a limited amount of cash available for withdrawals on a quarterly basis. The amount available for

withdrawal is at the discretion of the manager, and will be influenced by available liquidity in the Fund relative to investment

opportunities being pursued. Where sufficient liquidity is not available to meet withdrawal requests, withdrawals may be

deferred.

Due to the limited cash available for withdrawals and uncertain demand for withdrawals by other investors, unitholders

should regard an investment in the Fund as not readily redeemable.

Units in the Fund are quoted on the New Zealand Stock Exchange (NZX) Main Board. Unitholders may be able to sell their

units on the NZX if there are interested buyers.

The units are classified as e

quity.

Booster Innovation Scheme - Booster Innovation Fund | Financial StatementsPage 6
5. Cash and Cash Equivalents

20262025

$'000$'000

Cash at bank - Total

326 264

Reconciliation of net profit/(loss) after tax to net cash from operating activities

20262025

$'000$'000

1,729 (1,739)

Movement in assets and liabilities

(2,585)(2,729)

1 -

Change in tax paid

(58)-

(1,756)1,854

4 (119)

Net cash outflows from operating activities

(2,665)(2,733)

6. Financial assets at fair value through profit or loss


20262025

$'000$'000

NZ Innovation Booster LP*

12,448 11,029

Unlisted Shares

12,022 9,104

Total financial assets held at fair value through profit or loss

24,470 20,133

NZ IFRS 13 Fair Value Measurement 2026

2025

$'000

$'000

Level 324,470 20,133

Total financial assets held at fair value through profit or loss

24,470 20,133

Financial instruments are recognised initially at fair value. Subsequent to initial recognition, all financial instruments at fair value through profit or

loss are measured at fair value with changes in their fair value recognised in profit or loss within the Statement of Comprehensive Income,

resulting in transaction costs being reflected in the movement in fair value for the period.

NZ IFRS 13 Fair Value Measurement, requires the Fund to measure and disclose fair values using the following fair value hierarchy:

Level 1: quoted prices (unadjusted) in active markets for identical assets and liabilities;

Level 2: inputs other than quoted prices included in level 1 that are observable for the asset or liability, either directly (as prices) or indirectly

(derived from prices);

Level 3: inputs for the asset or liability that are not based on observable market data.

The Fund's financial assets and liabilities at fair value through profit or loss are classified as follows:

* The Fund holds units in NZ Innovation Booster LP, refer to note 10 Related parties for more information.

Payments and receipts relating to the purchase and sale of financial assets are classified as cash flows from operating activities, as income from

and movements in the fair value of these securities represent the Fund’s main income generating activity.

Net profit/(loss) after tax

Purchase of financial instruments at fair value through profit or loss

Change in other payables

Net (gains)/losses on financial instruments at fair value through profit or loss

Cash at bank represents cash with New Zealand banks registered with the Reserve Bank of New Zealand, with the result that they are subject to

insignificant risk of changes in value.

Cash and cash equivalents are classified as financial assets measured at amortised cost in accordance with NZ IFRS 9 Financial Instruments.

Net losses/(gains) on foreign exchange translation on financial instruments at fair

value through profit or loss

Booster Innovation Scheme - Booster Innovation Fund | Financial StatementsPage 7
6. Financial assets at fair value through profit or loss (continued)

Reconciliation of level 3 investments for the year:

20262025

$'000$'000

Opening balance

20,133 19,139

Acquisitions

2,585 2,729

Fair value adjustments

1,756 (1,854)

Foreign exchange translation

(4)119

Closing balance

24,470 20,133

Valuation Methodology

Price of recent investment supported by other

observable data including achievement to

business plan, recent capital raising activity and

remaining cash balance.

Measurement of fair value of financial instruments classified as Level 3

Financial instruments classified as being Level 3 relate to shares in registered unlisted companies, founded on intellectual property originated or

developed in New Zealand, and New Zealand Limited Partnerships (as noted above).

Where the Fund holds the investment directly, the last price at which capital was raised by the relevant business is used as a reference price.

The Manager also considers how recently the business last raised capital and its relevance given changes in the business, as well as any

changes to its target market or its progress towards the commercialisation of its intellectual property since the last capital raise. An assessment

will be made of the extent to which the business has achieved its business plan since the last capital raise, its remaining cash available, and any

capital raising activity in progress, on at least a quarterly basis. Any new information received in respect of an investment that has a material

impact to the Fund’s unit price is considered as soon as possible. Any other information is reviewed on a monthly basis prior to the issue or

redemption of units in the Fund.

Where the Fund holds the investment indirectly, the valuation assessments follow the same approach as if the investment were held directly. On

a quarterly basis we provide valuation assessments to the NZIB manager/ Board of the underlying investment.

Also, consistent with the approach outlined for direct investments above, we will consider any other new information received by us at any time in

between formal valuation assessments to determine if an adjustment is required to the Unit Price and/or notified

via the NZX market announcement platform to ensure the Fund continues to meet its continuous disclosure obligations.

There were no transfers between Level 1, Level 2 and Level 3 in the current financial period.

All financial assets held at fair value through profit or loss are recognised within the financial statements are classified as Level 3 (Non

observable inputs).

Fair value is influenced by how

the business is progressing

towards commercialisation

objectives, which may be

evidenced through the share

price of capital raises, any

partially complete capital raises

may result in a material change

in fair value. Review of any

unobservable inputs will be

reviewed to the extent that they

may affect the fair value.

Sensitivity analysis

Price of recent investment,

business plan achievement, last

capital raise valuation, recent

capital raising activity.

Management's

assessment of

performance against

business plan.

Unobservable inputsKey inputs

The table below provides information about how the fair value of financial assets valued at fair value through profit or loss for level 3 inputs have

been determined.

Booster Innovation Scheme - Booster Innovation Fund | Financial StatementsPage 8
6. Financial assets at fair value through profit or loss (continued)

Company Development

sta

ge

% share

interest

Advemto Limited

1

Seed9.2%

Alimetry Limited

1

Expansion0.7%

Allegro Energy Pty Limited

1

Expansion2.6%

Amaroq Therapeutics Pty Limited

1

Seed4.2%

Avasa Limited

5

Early stage1.5%

BioLumic IncExpansion0.8%

BioOra LimitedExpansion2.4%

Bontia Bio Limited

1

Seed11.9%

B.Spkl LimitedSeed2.4%

Cadmus Animal Health LimitedSeed5.6%

Calocurb Holdings LimitedExpansion2.4%

Captivate Technology LimitedSeed2.6%

Chitogel Limited

1

Expansion1.3%

Codify Asset Solutions (CAS) Limited

1

In hibernation2.4%

Ferronova Pty Limited

1

Expansion2.6%

Hot Limes Labs LimitedEarly stage4.8%

Indus Limited

4

Seed1.0%

Inhibit Coatings Limited

1

Seed5.3%

InsituGen Limited

1

Seed8.8%

Jaipuna Limited (trading as Amy.app) In hibernation1.4%

Kai's Education LimitedEarly stage2.0%

Komodo Holdings LimitedEarly stage4.5%

Liquium Limited

1

Seed6.5%

MACSO Technologies Limited Early stage5.7%

Marama Labs Limited

1

Early Stage4.3%

Mars Bioimaging LimitedExpansion1.2%

Mekonos Inc

1.2

In liquidation0.4%

Financial technologies

Material coatings

Information technology services

Catalysts for ammonia

production

Energy and clean technologies

Animal health

2 The investment value has decreased to $nil or near $nil value as the company is in liquidation or under receivership

3 The investment is held via a convertible note, percentage indicates estimated equity position on conversion

4 Investment is held via a security convertible to equity, percentage indicates estimated equity position on conversion, often referred to as a

SAFE or simple agreement for equity

Life sciences and medical

technologies

Medical diagnostics

Business sectorBusiness sub-sector

Medical devices

Materials and technologiesScientific instrumentation

Life sciences and medical

technologies

Screening and

diagnostics – human

health

Energy and clean technologies

Life sciences and medical

technologies

Life sciences – human

health

The following table represents the Funds interest based on shares issued at the reporting date for level 3 financial assets:

Life sciences and medical

technologies

Animal health

Synthetic biology

Information technology services

Building industry

software

Health supplements

Carbon delivery for

horticulture

Life sciences and medical

technologies

Energy and clean technologies

Materials and technologies

Energy and clean technologiesCarbon capture

Biotechnology – human

health

Agriculture technologies

Energy and clean technologies

Energy storage

Life sciences and medical

technologies

Information technology services

Information technology services

Screening and

diagnostics – animal

health

Education technologies

Materials and technology

Life sciences and medical

technologies

Education technologies

Information technology servicesEducation technologies

Life sciences and medical

technologies

Screening and

diagnostics - human

health

Life sciences and medical

technologies

Life sciences – human

health

Life sciences and medical

technologies

Green hydrogen

technologies

Life sciences and medical

technologies

Software and

measurement hardware

Information technology services

1 Investments are held indirectly via an interest in NZ Innovation Booster LP

Information technology services

Life sciences – human

health

Life sciences and medical

technologies

5 Investment via a security convertible to equity was converted into preference shares in July 2025

Booster Innovation Scheme - Booster Innovation Fund | Financial StatementsPage 9
6. Financial assets at fair value through profit or loss (continued)

Company Development

sta

ge

% share

interest

Montoux Limited

2

In liquidation3.4%

My Better Breathing Limited (trading as Good

Air)

Seed3.8%

Nutrition from Water, Inc. Early stage1.7%

Opo Bio Limited Seed7.5%

Opum Technologies Limited

2

In liquidation2.8%

Orbis Diagnostics LimitedEarly stage0.6%

OrbViz LimitedSeed1.9%

Scentian Bio LimitedEarly stage3.7%

Sensor Holdings Limited (trading as

StretchSense)

Expansion1.5%

Solros Therapeutics Limited

1

Seed7.1%

The Sustainable Care Company Limited

(trading as Cleanery)

Expansion3.5%

TamoRx Limited In hibernation4.2%

TasmanIon Limited

1

Seed9.6%

Tectonus LimitedExpansion1.4%

Upstream Medical Technologies Limited

1, 2, 3

In liquidation3.0%

Wave Propulsion Limited Expansion1.5%

Wellumio Limited

1

Early Stage3.1%

Woolchemy NZ LimitedEarly Stage3.7%

Wych Holdings LimitedSeed1.3%

X-Frame Pty Limited

1

Expansion7.6%

Zincovery LimitedEarly stage1.2%

Consumer products

Information technology servicesFinancial technologies

Information technology services

Augmented and virtual

reality

Life sciences and medical

technologies

Life sciences – human

health

Energy storage

Materials and technology

Life sciences and medical

technologies

Life sciences – human

health

Energy and clean technologies

Food nutrition

Life sciences and medical

technologies

MRI scanners

Materials and technologyNatural materials

Analytics and business

intelligence

Information technology services

Life sciences and medical

technologies

Smart sensors

Screening and

diagnostics – human

Life sciences and medical

technologies

Screening and

diagnostics - human

health

Materials and technologiesConstruction materials

Life sciences and medical

technologies

Business sub-sector

Insurance technology

Life sciences and medical

technologies

4 Investment is held via a security convertible to equity, percentage indicates estimated equity position on conversion, often referred to as a

SAFE or simple agreement for equity

Life sciences and medical

technologies

Materials and technology

Screening and

diagnostics

Construction materials

Materials recyclingEnergy and clean technologies

Materials and technologies

Electric systems

1 Investments are held indirectly via an interest in NZ Innovation Booster LP

2 The investment value has decreased to $nil or near $nil value as the company is in liquidation or under receivership

3 A portion of the investment is held via a convertible note, percentage indicates estimated equity position on conversion

Information technology services

5 Investment via a security convertible to equity was converted into preference shares in July 2025

Information technology services

Cellular agriculture

Business sector

The following table represents the Funds interest based on shares issued at the reporting date for level 3 financial assets:

Medical devices

Energy and clean technologies

Booster Innovation Scheme - Booster Innovation Fund | Financial StatementsPage 10
6. Financial assets at fair value through profit or loss (continued)

Business Development Stage

7. Financial risk management

Company Formation (or sometimes referred to as ‘seed’)

This is the pre-revenue company establishment stage once the intellectual property is ready for commercialisation. It involves the employment of

initial staff, formation of the Board, confirmation of the business model including product development, market validation and initiating the

company's intellectual property strategy. Typically, the company secures initial investment in the order of $1m and this takes the company

through the first 18 months of its existence.

Expansion (or sometimes referred to as Series A and B)

At this stage the company has proven its technology and is seeking to expand its market share and scale its business operations and capability.

As at reporting date, the Fund is invested in unlisted companies and an unlisted limited partnership. Risks arising from holding financial

instruments are managed through a process of on-going identification, measurement and monitoring. The Fund may be exposed to credit risk,

market price risk and liquidity and cash flow risk arising from the financial instruments it holds.

The risks are measured using a method that reflects the expected impact on the results and net assets attributable to Unitholders of the Fund

from reasonably possible changes in the relevant risk variables.

Information about these risk exposures at the reporting date, measured on this basis, is disclosed below. Information about the total fair value of

financial instruments exposed to risk, as well as compliance with established investment mandate limits, is also monitored by the Manager.

These mandate limits reflect the investment strategy and market environment of the Fund, as well as the level of risk that the Fund is willing to

accept. This information is prepared and reported to relevant parties within the Manager on a regular basis (ranging from daily to monthly

depending on the nature of the information) as deemed appropriate.

In order to avoid excessive concentrations of risk, the Manager monitors the Fund's exposure to ensure concentrations of risk remain within

acceptable levels. The risk management policies employed by the Manager to manage these risks are discussed below.

Credit risk

Credit risk represents the risk that the counterparty will fail to discharge an obligation and cause the Fund to incur a financial loss.

With respect to credit risk arising from the financial assets of the Fund, the Fund's exposure to credit risk arises from default of the counterparty,

with the current exposure equal to the fair value of these instruments as disclosed in the Statement of Financial Position. This does not represent

the maximum risk exposure that could arise in the future as a result of changes in values, but best represents the current maximum exposure at

the reporting date.

Concentrations of credit risk are minimised in the Fund primarily by:

- Ensuring due diligence is completed on the counterparties and regular reviews are completed against milestones throughout the year; and

- Ensuring that transactions are undertaken with a large number of counterparties.

The carrying amount of financial assets best represents the maximum credit risk exposure at each reporting date. This relates also to financial

assets carried at amortised cost, as they have a short term to maturity.

The Manager does not consider there to be significant credit risk in relation to the Fund as there is no accounts receivable or material cash

equivalents.

Early stage (or sometimes referred to as ‘start-up’)

This stage frequently involves more than one investment which provides funding for product development, pilot production, team expansion and

the first sales. Capital funding typically provides the business with sufficient cash for 2-4 years.

Booster Innovation Scheme - Booster Innovation Fund | Financial StatementsPage 11
7. Financial risk management (continued)

20262025

$'000$'000

Financial instruments exposed to market price risk

24,470 20,133

Market -30%(7,341)(6,040)

Market +30%7,341 6,040

8. Capital Risk Management

9. Auditor's remuneration

2026

2025

$'000$'000

72 63

2 1

Total

74 64

Audit fees - Ernst & Young

Other assurance services - Ernst & Young

Market price risk

Market price risk is the risk that the value of the Fund will fluctuate as a result of changes in market prices. This risk is managed by ensuring that

all activities are transacted in accordance with mandates, overall investment strategy and within approved limits.

Interest rate risk

Interest rate risk is the risk that the future cash flows of a financial instrument will fluctuate because of changes in market interest rates. The

Fund's only exposure to interest rate risk is on its cash and cash equivalents.

Cash and cash equivalents are current and the Fund does not consider there to exist any significant interest rate risk.

Price risk

The Fund is exposed to security price risk. This arises from investments held by the Fund for which prices in the future are uncertain.

The analysis below shows the effect of fair value changes on profit or loss and equity that would result in reasonable changes in market

fluctuations where the Fund has invested directly in equity securities or in a limited partnership.

The Fund's capital is represented by redeemable units and is reflected in the Statement of Financial Position as net assets attributable to

Unitholders.

The Fund's objective when managing capital is to safeguard its ability to continue as a going concern in order to provide long-term returns for

unitholders on the investment activities thereof.

The Manager monitors capital on the basis of the value of net assets attributable to unitholders. Compliance with investment management

mandate limits is monitored by the Manager with oversight from the Supervisor.

Liquidity and cash flow risk

Liquidity risk is the risk that the Fund will experience difficulty in either realising assets or raising sufficient funds to satisfy commitments

associated with financial instruments. Cash flow risk is the risk that future cash flows derived from holding financial instruments will fluctuate.

This risk applies in relation to withdrawing units. Unlisted shares in early stage companies by nature have relatively long return timeframes. As a

result, an investment in the Fund should be considered as not readily redeemable on demand. The Fund aims to have a limited amount of cash

available for withdrawals on a quarterly basis.

When an underlying investment is sold, the Manager may make some or all of the proceeds of the sale available for withdrawal.

Should full realisation of assets be required, it is reasonable to expect this may take greater than six months due to the nature of the underlying

assets the Fund invests in.

Other assurance services relate to the audit of the Scheme's registry. The Fund accrues for audit fees during the year. Direct expenses are

limited to $30,000 plus GST per annum, any amounts over this are paid by the Manager.

Booster Innovation Scheme - Booster Innovation Fund | Financial StatementsPage 12
10. Related parties

The related parties as at 31 March 2026 are presented as follow:

a) Responsible Entities

20262025

$'000

$'000

NZ Innovation Booster Limited Partnership12,449 11,029

The above holding represents 62% of the total holding value in NZIB.

NZIB is a limited partnership registered under the Limited Partnerships Act 2008. It is not a registered managed investment scheme under the

Financial Markets Conduct Act 2013.

d) Investment in NZ Innovation Booster Limited Partnership (NZIB)

b) Manager's management fees and other transactions

Under the terms of the Trust Deed, the Manager is entitled to receive performance management fees from the Fund within the Scheme. When

applicable these fees are disclosed in the Statement of Comprehensive Income as "performance management fee". The performance based fee

is payable to the Manager in the form of units when the Funds performance exceeds the hurdle rate of return (of 10% per annum). The fee is

equal to 20% of the excess return. A high water mark is used to prevent the Manager from being rewarded for the same performance twice. It is

increased each time the Fund’s return is positive, but remains unchanged if the investment return is negative in the year. This means a

performance-based fee is only payable for returns in excess of the hurdle rate after any prior year losses have been covered. The fee is

calculated daily, paid annually based on the annual return. The fee is reviewed and adjusted, if required, following the release of the audited

accounts. As at the reporting date no performance fee was payable (31 March 2025: $nil).

The Manager and/or the Supervisor are entitled to deduct or be reimbursed out of the Fund within the Scheme for other costs, disbursements,

charges, or expenses incurred. These are accrued through the unit price daily. For the 12 months ended 31 March 2026 the amounts paid

totalled $34,500 (31 March 2025: $34,500). Direct expenses are limited to $30,000 plus GST per annum, any amounts over this are paid by the

Manager.

c) Fees paid to the Supervisor

Under the terms of the Trust Deed, the Supervisor is entitled to receive Supervisor fees. The Manager pays these fees on behalf of the Fund

which totalled $2,052 for the year ended 31 March 2026 (31 March 2025: $2,045).

The general partner of NZIB is NZ Innovation GP Limited and Booster Financial Services Group Limited is a 25% shareholder of the general

partner.

The table below shows the Fund's fair value investment into NZIB:

Booster Investment Management Limited (BIML) is the Manager of the Scheme. BIML is a wholly owned subsidiary of Booster Financial Services

Limited (BFS). BFS holds units in the Fund as noted in 10(f) below.

Public Trust is the Supervisor for the Scheme. Public Trust does not hold or has ever held units in the Fund.

The Manager and Supervisor provide key management personnel (KMP) services to the Fund.

Asset Custodian Nominees Limited (ACNL) is wholly owned by Booster Financial Services Group Limited. ACNL holds units in the Fund on

behalf of investors in its capacity as a custodian company for the Booster Wrap Administration System.

Booster Innovation Scheme - Booster Innovation Fund | Financial StatementsPage 13
10. Related parties (continued)

20262025

$'000

$'000

Booster KiwiSaver Scheme

Booster KiwiSaver High Growth Fund3,226 2,508

Booster KiwiSaver Balanced Fund2,010 1,680

Booster KiwiSaver Moderate Fund460 417

Booster KiwiSaver Geared Growth Fund2,475 1,663

Booster KiwiSaver Growth Fund2,139 1,719

Booster KiwiSaver Socially Responsible High Growth Fund2,335 1,537

Booster KiwiSaver Socially Responsible Balanced Fund842 617

Booster KiwiSaver Socially Responsible Moderate Fund98 74

Booster KiwiSaver Socially Responsible Growth Fund 181 88

Booster KiwiSaver Socially Responsible Geared Growth Fund 364 162

Total Booster KiwiSaver Scheme14,130 10,465

Booster SuperScheme

Booster SuperScheme Conservative Portfolio154 139

Booster SuperScheme Balanced Portfolio670 607

Booster SuperScheme Growth Portfolio617 539

Booster SuperScheme High Growth Portfolio348 272

Booster SuperScheme Socially Responsible Balanced Portfolio129 92

Booster SuperScheme Socially Responsible High Growth Portfolio126 69

Booster SuperScheme Sterling Socially Responsible Balanced Portfolio99 82

Total Booster SuperScheme2,143 1,800

Booster Investment Scheme

Defensive Fund3 2

Moderate Fund63 57

Balanced Fund244 212

Growth Fund132 112

High Growth Fund104 87

Shielded Growth Fund52 39

Socially Responsible Moderate Fund37 27

Socially Responsible Balanced Fund185 138

Socially Responsible High Growth Fund 82 59

Focus Moderate Fund29 21

Focus Balanced Fund68 52

Focus Growth Fund33 24

Focus High Growth Fund36 22

Socially Responsible Growth Fund 14 8

Wealth Balanced Fund3 -

Wealth Geared Growth Fund3 -

Wealth Growth Fund4 -

Wealth High Growth Fund2 -

Wealth Moderate Fund1 -

Total Booster Investment Scheme1,095 860

Other funds managed by BIML invest in the Fund, as follows as at reporting date:

e) Investment by funds managed by related parties

Booster Innovation Scheme - Booster Innovation Fund | Financial StatementsPage 14
10.Related parties (continued)

20262025

$'000

$'000

Booster Financial Services Limited

4,6174,071

11. Taxation

20262025

Tax expense comprises:

$'000

$'000

Current tax expense

102-

Prior year adjustment34-

Total tax expense

136-

2026

2025

Tax expense comprises:

$'000

$'000

Profit/(loss) before tax

1,729(1,739)

Foreign Investment Fund income416-

Listed PIE profit/(loss) before tax

2,145(1,739)

Less: Income/(loss) not assessable for taxation1,791(1,739)

Taxable Income

354-

Income tax using the statutory income tax rate 28%102-

Prior year adjustment34-

Income tax expense as per Statement of Comprehensive Income

136-

2026

2025

Imputation credits $'000

$'000

Imputation credits opening balance- -

Imputation credits available resulting from the payment of the provision for tax- -

Imputations utilised in the period- -

Imputation credits available 31 March 2026

- -

The parent company of the Manager, Booster Financial Services Limited, invests in the Fund as follows as at reporting date:

The Fund is registered as a listed Portfolio Investment Entity ('Listed PIE'). As a Listed PIE, the Fund is liable for tax at the prevailing company

tax rate (28%) on taxable interest and dividends and gains and losses from its investments after the deduction of management fees and other

deductible expenses. The Fund will pay tax to cover a tax liability in full, and in this event will accumulate imputation credits. Annually a Listed

PIE is required to attach imputation credits to the fullest extent under the tax rules to its distribution (if paid).

The prima facie income tax expense on profit before tax reconciles to the income tax expense in the financial statements as follows:

f)Investment parent company of the Manager

The income tax expense for the year includes an adjustment of $34,000 relating to prior periods, arising from the finalisation of the income tax

return.

The current income tax charge is calculated on the basis of the tax laws enacted or substantively enacted at the end of the reporting period.

Management periodically evaluates positions taken in tax returns with respect to situations in which applicable tax regulation is subject to

interpretation. It establishes provisions where appropriate on the basis of amounts expected to be paid to the tax authorities.

Booster Innovation Scheme - Booster Innovation Fund | Financial StatementsPage 15
12. Earnings per unit

The Fund's diluted EPU is the same as the basic EPU since the Fund has not issued any instrument with dilutive potential.

20262025

'000s

$'000

Profit/(loss) after tax1,593 (1,739)

Weighted average number of units16,331 14,417

Basic and diluted earnings per unit (cents per unit)

9.75 (12.06)

13. Net tangible assets per unit


20262025

$$

Net tangible assets per unit1.51 1.41

14. Contingent Assets, Liabilities, and Commitments

15. Other matters

Net tangible assets per unit is a non-GAAP measure. The net tangible assets per unit is calculated on a Fund basis by dividing the net assets

attributable to unitholders by the units on issue at the end of the period.

The basic earnings per unit (EPU) is calculated by dividing profit after tax for the period attributable to unitholders by the weighted average

number of units on issue during the period at a Fund level.

Commitments

At the reporting date, the Fund has committed to additional investment amounts totalling $615,000 (31 March 2025: $1,003,000).

There are no other outstanding contingent assets or liabilities or commitments at the reporting date.

FMA Proceedings against the Manager of the Scheme


On Wednesday 12 June 2024, the Financial Markets Authority (FMA) filed civil proceedings against Booster Investment Management Limited

(BIML) and five of its Senior managers and executive directors (the BIML Individuals). The FMA’s Statement of Claim alleges 75 causes of

action against BIML and the BIML Individuals relating to 18 investments made by BIML between 2017 and 2023, into a limited partnership, the

Booster Tahi Limited Partnership (Tahi), which invested into a series of New Zealand wine businesses, later amalgamated into the Booster Wine

Group.

The causes of action against BIML allege breaches of the following provisions of the FMCA:


o section 143(1):a failure to act in the best interests of the Booster Scheme participants by investing in the circumstances;


o section 143(2): a failure to carry out functions of a manager in accordance with the governing document, SIPO and other issuer

obligations;


o section 173: entering into a transaction giving related party benefits without obtaining the supervisor’s consent or certification that the

transaction falls under an exception specified in the FMCA; and


o section 144: a failure to exercise the requisite care diligence and skill when exercising BIML’s power to invest scheme property.

The FMA is seeking declarations; pecuniary penalties (with a maximum penalty of $600,000 for BIML per charge); a court determined inquiry into

damages to determine any harm or loss any investors suffered as a result of any breach; and costs. Booster is defending the FMA’s claims. Any

legal costs that are incurred and any pecuniary damages that may be imposed are the expenses of BIML directly and will not impact this

Scheme. It is difficult to calculate exposure to BIML at this early stage. In terms of penalty if BIML is found to have contravened the FMCA, the

court will have regard to s 506 of the FMCA (which provides that a person is only liable to 1 pecuniary penalty order for the same conduct) and

the totality principle (i.e. that the total penalty should reflect the overall seriousness rather than merely the number of charges). The court case is

expected to begin in February 2027.

Booster Innovation Scheme - Booster Innovation Fund | Financial StatementsPage 16
16. Events occurring after reporting date

Investment Company Updates

Subsequent to the reporting date, on 14 May 2026, one of the investee companies advised they were undertaking a new capital raise which was

at a price lower than the carrying value of the investment at balance date. Whilst the information was received post balance date, there is

evidence that the conditions existed at 31 March 2026. For the purposes of the 31 March 2026 financial statements, the value of the investments’

equity holding was reduced by $719,000, to the price offered in the new capital raise on the basis that this market transaction represented fair

value.

In April, one of the investee companies advised that they were evaluating two potential funding pathways for an upcoming capital raise and the

price of this round would be lower than the Fund's holding value. In May the company confirmed the details of the preferred capital raise. The

value of the equity holding was reduced, in both the April and May investment review cycles as more information became available. The

valuation was decreased by a total of $774,000. This was not deemed to be an adjusting subsequent event at 31 March 2026 and as such the

financial statements have not been adjusted.

No other significant events have occurred since the reporting date which would impact on the financial position of the Fund or on the financial

performance and cash flows of the Fund for the year ended on that date.

A member firm of Ernst & Young Global Limited


Independent auditor’s report to the Unitholders of Booster Innovation Fund

Opinion

We have audited the financial statements of Booster Innovation Fund (the “Fund”, the only constituent

fund of Booster Innovation Scheme (the “Scheme”)) on pages 1 to 16, which comprise the statement

of financial position of the Fund as at 31 March 2026, and the statement of comprehensive income,

statement of changes in net assets attributable to unitholders and statement of cash flows for the

year then ended of the Fund, and the notes to the financial statements including material accounting

policy information.

In our opinion, the financial statements on pages 1 to 16 present fairly, in all material respects, the

financial position of the Fund as at 31 March 2026 and its financial performance and cash flows for

the year then ended in accordance with New Zealand Equivalents to International Financial Reporting

Standards and International Financial Reporting Standards.

This report is made solely to the Fund’s Unitholders, as a body. Our audit has been undertaken so that

we might state to the Fund’s Unitholders those matters we are required to state to them in an

auditor’s report and for no other purpose. To the fullest extent permitted by law, we do not accept or

assume responsibility to anyone other than the Fund and the Fund’s Unitholders, as a body, for our

audit work, for this report, or for the opinions we have formed.

Basis for opinion

We conducted our audit in accordance with International Standards on Auditing (New Zealand). Our

responsibilities under those standards are further described in the Auditor’s responsibilities for the

audit of the financial statements section of our report. We are independent of the Fund and the

Scheme in accordance with Professional and Ethical Standard 1 International Code of Ethics for

Assurance Practitioners (including International Independence Standards) (New Zealand) issued by the

New Zealand Auditing and Assurance Standards Board as applicable to audits of financial statements

of public interest entities. We have also fulfilled our other ethical responsibilities in accordance with

Professional and Ethical Standard 1.

We believe that the audit evidence we have obtained is sufficient and appropriate to provide a basis

for our opinion.

Other than in our capacity as auditor we have no relationship with, or interest in, the Fund or Scheme.

Partners and employees of our firm may deal with the Fund or Scheme on normal terms within the

ordinary course of trading activities of the business of the Fund or Scheme.

Key audit matters

Key audit matters are those matters that, in our professional judgment, were of most significance in

our audit of the financial statements of the current year. These matters were addressed in the context

of our audit of the financial statements as a whole, and in forming our opinion thereon, but we do not

provide a separate opinion on these matters. For each matter below, our description of how our audit

addressed the matter is provided in that context.

We have fulfilled the responsibilities described in the Auditor’s responsibilities for the audit of the

financial statements section of the audit report, including in relation to these matters. Accordingly,

our audit included the performance of procedures designed to respond to our assessment of the risks

of material misstatement of the financial statements. The results of our audit procedures, including

the procedures performed to address the matters below, provide the basis for our audit opinion on the

accompanying financial statements.

A member firm of Ernst & Young Global Limited


Page 2

Valuation of Financial Assets at Fair Value through Profit or Loss

Why significant How our audit addressed the key audit matter

► The Fund’s portfolio of investments, being

its financial assets at fair value through

profit or loss, represents substantially all of

its total assets.

► As detailed in the Fund’s accounting

policies, as described in Note 2 (d) to the

financial statements, the financial assets at

fair value through profit or loss are

recognised in accordance with NZ IFRS 9

Financial Instruments.

► The portfolio includes investments in early

stage entities which are unquoted, for

which no market price is available and

whose valuation requires use of

assumptions with little or no observable

inputs. To value these investments the

Fund applies a range of valuation

techniques considered appropriate to each

investment after taking into consideration

recent capital raising activity, achievement

of its business plan and remaining cash

balances available. In addition, similar

investments are held through the Fund’s

interest in NZ Innovation Booster Limited

Partnership (the “Limited Partnership”).

The Limited Partnership values its interests

in early stage entities in a similar manner.

► The fair value assessment requires

significant judgement by management, in

particular with regard to key input factors

such as changes in the business and

commercialisation of intellectual property,

and the impact these have on valuation

inputs. Therefore, the valuation of the

investment portfolio is considered a key

area of audit focus.

► Disclosures regarding the Fund’s

investments are included in Note 6 to the

financial statements.

In relation to the valuation of direct investments

by the Fund and those held through the Limited

Partnership, our audit procedures included:

► Obtaining an understanding of

management’s assessment of the

investment valuations and the methods

used to assess these;

► Considering the progress of the businesses

against their anticipated performance

metrics or recent fundraising activities by

those businesses in assessing

management’s valuations;

► Confirming the percentage ownership of

each investment at 31 March 2026 was

appropriately reflected in the valuation

calculations;

► For a sample of investments, engaged our

valuation experts to challenge the work

performed by management and assess the

reasonableness of the assumptions used

based on their knowledge gained from

reviewing valuations of similar investments,

known transactions and other accepted

approaches in the industry;

► Agreeing the purchase of investments to

supporting evidence of the transaction; and

► Validating the fair value gains or losses

recognised by considering the year end fair

value and the purchase of investments

during the year.

We also assessed the disclosures in the financial

statements, including whether they

appropriately reflect the Fund’s exposure to

financial instrument risk with reference to NZ

IFRS 7 Financial Instruments: Disclosures.


A member firm of Ernst & Young Global Limited


Page 3

Information other than the financial statements and auditor’s report

The Manager of the Scheme is responsible for the other information. The other information comprises

the annual report, but does not include the financial statements and our auditor’s report thereon.

Our opinion on the financial statements does not cover the other information and we do not express

any form of assurance conclusion thereon.

In connection with our audit of the financial statements, our responsibility is to read the other

information and, in doing so, consider whether the other information is materially inconsistent with

the financial statements or our knowledge obtained during the audit, or otherwise appears to be

materially misstated.

If, based upon the work we have performed, we conclude that there is a material misstatement of this

other information, we are required to report that fact. We have nothing to report in this regard.

Manager’s responsibilities for the financial statements

The Manager is responsible, on behalf of the Fund and the Scheme, for the preparation and fair

presentation of the financial statements in accordance with New Zealand Equivalents to International

Financial Reporting Standards and International Financial Reporting Standards, and for such internal

control as the directors determine is necessary to enable the preparation of financial statements that

are free from material misstatement, whether due to fraud or error.

In preparing the financial statements, the directors are responsible for assessing on behalf of the Fund

and Scheme, the Fund’s and Scheme’s ability to continue as a going concern, disclosing, as applicable,

matters related to going concern and using the going concern basis of accounting unless the directors

either intend to liquidate the Fund or Scheme or cease operations, or have no realistic alternative but

to do so.

Auditor’s responsibilities for the audit of the financial statements

Our objectives are to obtain reasonable assurance about whether the financial statements as a whole

are free from material misstatement, whether due to fraud or error, and to issue an auditor’s report

that includes our opinion. Reasonable assurance is a high level of assurance, but is not a guarantee

that an audit conducted in accordance with International Standards on Auditing (New Zealand) will

always detect a material misstatement when it exists. Misstatements can arise from fraud or error and

are considered material if, individually or in the aggregate, they could reasonably be expected to

influence the economic decisions of users taken on the basis of these financial statements.

A further description of the auditor’s responsibilities for the audit of the financial statements is

located at the External Reporting Board’s website: https://www.xrb.govt.nz/standards/assurance-

standards/auditors-responsibilities/audit-report-2/. This description forms part of our auditor’s

report.

The engagement partner on the audit resulting in this independent auditor’s report is Stuart Mutch.


Chartered Accountants

Wellington

23 June 2026

Booster Innovation Fund
Level 19, Aon Centre

1 Willis Street

Wellington 6011

Data sourced from publicly available filings. Our datasets may not be complete. Automated analysis can produce errors. If you believe any data on this page is incorrect, please contact us at hello@nzxplorer.co.nz. For informational purposes only. Not investment advice.

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