GENERATE INVESTMENT MANAGEMENT LIMITED
The GENERATE KIWISAVER SCHEME is operated by Generate Investment Management Limited. As of the latest reporting period, the scheme has 226,465 members and manages $8.78 billion in assets. Members can choose from 21 funds within a KiwiSaver scheme, providing a range of investment options across different risk profiles and investment objectives.
The scheme charges an average annual fee of 1.30% across its funds. Members can select from Aggressive, Conservative, Growth, Balanced, and Defensive fund types within a KiwiSaver scheme, allowing them to align their investment approach with their personal circumstances and time horizon. This type of scheme structure suits members seeking diversified investment choices managed by a professional fund manager. This information is general in nature only and does not constitute financial advice.
Assets
$9B
Total value
Average Return
3.50%
Five year
Average Fee 💰
1.30%
One Year
Total Investors
226.5K
Across all funds
FUND NAME | RISK LEVEL | 5Y RETURN | FEE💰 | Value | Growth Assets | Start Date |
|---|---|---|---|---|---|---|
| Australasian Fund | Aggressive | N/A | 1.31% | $6M | 97.73% | 30-04-2025 |
| Conservative Fund | Conservative | N/A | 1.21% | $162M | 20.06% | 16-05-2022 |
| Growth Fund | Growth | 5.52% | 1.39% | $2B | 79.67% | 16-04-2013 |
| Stepping Stones 0-35 | Aggressive | 9.65% | 1.41% | $59M | 94.26% | 16-04-2013 |
| Stepping Stones 76+ | Conservative | N/A | 1.21% | $993K | 20.06% | 16-05-2022 |
| Moderate Fund | Balanced | 3.54% | 1.26% | $763M | 40.19% | 16-04-2013 |
| Stepping Stones Growth 0-50 | Aggressive | 9.81% | 1.41% | $137M | 94.26% | 06-09-2016 |
| Balanced Fund | Balanced | N/A | 1.36% | $430M | 60.1% | 16-05-2022 |
| Global Fund | Aggressive | N/A | 1.31% | $31M | 97.68% | 30-04-2025 |
| Stepping Stones 61-64 | Balanced | 4.88% | 1.26% | $28M | 40.19% | 16-04-2013 |
| Stepping Stones 36-45 | Growth | 7.96% | 1.39% | $73M | 79.67% | 16-04-2013 |
| Stepping Stones Growth 56-60 | Balanced | 6.15% | 1.36% | $34M | 60.1% | 06-09-2016 |
| Stepping Stones 65-75 | Conservative | N/A | 1.22% | $16M | 30.12% | 16-05-2022 |
| Focused Growth Fund | Aggressive | 6.41% | 1.41% | $5B | 94.26% | 16-04-2013 |
| Cashplus Fund | Defensive | N/A | 0.91% | $132M | N/A | 16-05-2022 |
| Stepping Stones 46-55 | Balanced | 6.15% | 1.36% | $73M | 60.1% | 16-04-2013 |
| Stepping Stones Growth 76+ | Conservative | N/A | 1.21% | $608K | 20.06% | 16-05-2022 |
| Stepping Stones Growth 61-75 | Balanced | N/A | 1.26% | $30M | 40.19% | 16-05-2022 |
| Thematic Fund | Aggressive | N/A | 1.31% | $68M | 96.54% | 30-04-2025 |
| Stepping Stones 56-60 | Balanced | 5.49% | 1.3% | $38M | 50.14% | 16-04-2013 |
| Stepping Stones Growth 51-55 | Growth | 7.96% | 1.39% | $37M | 79.67% | 06-09-2016 |
Governance & relationships
- Manager
- GENERATE INVESTMENT MANAGEMENT LIMITED(NZ Limited Company)
- FSP registration
- FSP FSP271005verify on FSPR ↗
- NZBN
- 9429030374034verify on NZBN ↗
- Supervisor
- Data being compiled from PDS filings
- Custodian
- Data being compiled from PDS filings
- Auditor
- Data being compiled from Annual Reports
Manager identity sourced from the most recent FMA-filed Quarterly Fund Update. See the cross-scheme manager relationships map to see whether this manager operates across multiple schemes.
FMA Disclose filings (6)
Quarterly Fund Updates, Product Disclosure Statements, SIPOs, and Annual Reports indexed from the FMA Disclose register. Click into a filing for the per-fund extracted data.
| Period | Type | Source PDFs | Status | Filing page |
|---|---|---|---|---|
| 2026-Q1 | QFU | 9 PDFs | Extracted | Open filing → |
| 2025-Q4 | QFU | 9 PDFs | Extracted | Open filing → |
| 2025-Q3 | QFU | 9 PDFs | Extracted | Open filing → |
| 2025-Q2 | QFU | 9 PDFs | Extracted | Open filing → |
| 2025-Q1 | QFU | 6 PDFs | Extracted | Open filing → |
| 2026-05-25 | PDS | 1 PDF | Pending | PDF only |
Source: FMA Disclose register. Filings auto-refresh weekly via the FundCompare ingestion pipeline.
AI · API · Markdown
Machine-readable surfaceEvery provider page on FundCompare ships with structured JSON and a plain-markdown summary alongside the HTML — so LLMs, MCP clients, and analysts can cite the same regulator-sourced data the page renders. Source documents come from FMA Disclose, IRD, and Sorted Fund Finder.
Identifiers
- Short name
- Generate
- Funds operated
- 21
- Scheme(s)
- GENERATE KIWISAVER SCHEME
Endpoints for GENERATE INVESTMENT MANAGEMENT LIMITED
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The information provided on this website is not a recommendation to buy, sell, or hold any financial products. Nothing on this website constitutes financial advice for the purposes of the Financial Markets Conduct Act 2013. FundCompare.co.nz is not a licensed Financial Advice Provider.
Investing involves risk. The value of your investment can go down as well as up, and you may get back less than you put in. Past performance is not a reliable indicator of future returns.
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