Fund manager
GENERATE INVESTMENT MANAGEMENT LIMITED
GENERATE INVESTMENT MANAGEMENT LIMITED manages 21 KiwiSaver scheme funds across 1 scheme, with combined assets of $8.78B.
Identifiers
- Manager type
- NZ Limited Company
- FSPR registration
- FSP FSP271005 · verify on FSPR ↗
- NZBN
- 9429030374034 · verify on NZBN ↗
- Average annual fee across managed funds
- 1.30%
Generate — 21 funds
| Fund | Type | Annual fee | 5y avg return | Fund size |
|---|---|---|---|---|
| Australasian Fund | Aggressive | 1.31% | — | $6M |
| Conservative Fund | Conservative | 1.21% | — | $162M |
| Stepping Stones 0-35 | Aggressive | 1.41% | 9.65% | $59M |
| Growth Fund | Growth | 1.39% | 8.36% | $2050M |
| Stepping Stones 76+ | Conservative | 1.21% | — | $1M |
| Moderate Fund | Balanced | 1.26% | 4.75% | $763M |
| Stepping Stones Growth 0-50 | Aggressive | 1.41% | 9.81% | $137M |
| Balanced Fund | Balanced | 1.36% | — | $430M |
| Stepping Stones 61-64 | Balanced | 1.26% | 4.88% | $28M |
| Stepping Stones 36-45 | Growth | 1.39% | 7.96% | $73M |
| Global Fund | Aggressive | 1.31% | — | $31M |
| Stepping Stones Growth 56-60 | Balanced | 1.36% | 6.15% | $34M |
| Stepping Stones 65-75 | Conservative | 1.22% | — | $16M |
| Focused Growth Fund | Aggressive | 1.41% | 9.47% | $4613M |
| Cashplus Fund | Defensive | 0.91% | — | $132M |
| Stepping Stones 46-55 | Balanced | 1.36% | 6.15% | $73M |
| Stepping Stones Growth 76+ | Conservative | 1.21% | — | $1M |
| Stepping Stones Growth 61-75 | Balanced | 1.26% | — | $30M |
| Thematic Fund | Aggressive | 1.31% | — | $68M |
| Stepping Stones 56-60 | Balanced | 1.30% | 5.49% | $38M |
| Stepping Stones Growth 51-55 | Growth | 1.39% | 7.96% | $37M |
Manager identity and FSP registration sourced from the most recent FMA-filed Quarterly Fund Update for each fund. Supervisor, custodian, and auditor relationships are typically disclosed in each scheme's Product Disclosure Statement and Statement of Investment Policy and Objectives.
Compare every KiwiSaver scheme fund on the FMA Disclose register. Quarterly refresh from Sorted Smart Investor. Independent — not a Financial Advice Provider, general information only.
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