# GENERATE INVESTMENT MANAGEMENT LIMITED — KiwiSaver scheme funds

GENERATE INVESTMENT MANAGEMENT LIMITED runs a KiwiSaver scheme registered on the FMA Disclose register. 21 active funds on file at FundCompare.

## Active funds

### Conservative Fund

- **Type:** Conservative
- **Annual fee:** 1.08%
- **Risk indicator:** 3 / 7

### Stepping Stones Growth 0-50

- **Type:** Aggressive
- **Annual fee:** 1.41%
- **Risk indicator:** 5 / 7

### Growth Fund

- **Type:** Growth
- **Annual fee:** 1.25%
- **Risk indicator:** 4 / 7

### Australasian Fund

- **Type:** Aggressive
- **Annual fee:** 1.19%
- **Risk indicator:** 5 / 7

### Global Fund

- **Type:** Aggressive
- **Annual fee:** 1.18%
- **Risk indicator:** 5 / 7

### Stepping Stones 36-45

- **Type:** Growth
- **Annual fee:** 1.39%
- **Risk indicator:** 4 / 7

### Focused Growth Fund

- **Type:** Aggressive
- **Annual fee:** 1.27%
- **Risk indicator:** 5 / 7

### Stepping Stones Growth 56-60

- **Type:** Balanced
- **Annual fee:** 1.36%
- **Risk indicator:** 4 / 7

### Stepping Stones 0-35

- **Type:** Aggressive
- **Annual fee:** 1.41%
- **Risk indicator:** 5 / 7

### Stepping Stones 65-75

- **Type:** Conservative
- **Annual fee:** 1.22%
- **Risk indicator:** 3 / 7

### Moderate Fund

- **Type:** Balanced
- **Annual fee:** 1.14%
- **Risk indicator:** 3 / 7

### Balanced Fund

- **Type:** Balanced
- **Annual fee:** 1.24%
- **Risk indicator:** 4 / 7

### Cashplus Fund

- **Type:** Defensive
- **Annual fee:** 0.91%
- **Risk indicator:** 1 / 7

### Stepping Stones 76+

- **Type:** Conservative
- **Annual fee:** 1.21%
- **Risk indicator:** 3 / 7

### Stepping Stones 61-64

- **Type:** Balanced
- **Annual fee:** 1.26%
- **Risk indicator:** 3 / 7

### Stepping Stones 46-55

- **Type:** Balanced
- **Annual fee:** 1.36%
- **Risk indicator:** 4 / 7

### Stepping Stones Growth 76+

- **Type:** Conservative
- **Annual fee:** 1.21%
- **Risk indicator:** 3 / 7

### Stepping Stones Growth 61-75

- **Type:** Balanced
- **Annual fee:** 1.26%
- **Risk indicator:** 3 / 7

### Thematic Fund

- **Type:** Aggressive
- **Annual fee:** 1.18%
- **Risk indicator:** 5 / 7

### Stepping Stones 56-60

- **Type:** Balanced
- **Annual fee:** 1.3%
- **Risk indicator:** 4 / 7

### Stepping Stones Growth 51-55

- **Type:** Growth
- **Annual fee:** 1.39%
- **Risk indicator:** 4 / 7

## Sources

- FMA Disclose: <https://disclose-register.companiesoffice.govt.nz/>
- HTML page: <https://fundcompare.co.nz/funds/generate>
- Machine-readable: <https://fundcompare.co.nz/api/provider/generate/facts.json>

*FundCompare.co.nz publishes mechanical comparison data from FMA Disclose, IRD, and provider PDSes. We are not a Financial Advice Provider; content is information only. KiwiSaver® is a registered trade mark of IRD.*

*Generated: 2026-10-06*