Generate KiwiSaver Review
Dynamic fund manager focusing on both global and local investment opportunities.
About Generate KiwiSaver
Generate takes a dynamic approach to fund management, actively seeking opportunities in both global and local markets. They differentiate themselves through their focused investment strategy and willingness to take high-conviction positions.
Their investment approach combines direct investments in companies with carefully selected fund managers. Generate has built a strong reputation for their research-driven approach and regular communication with investors.
The provider offers a range of funds to suit different risk appetites, including their innovative Stepping Stones option that automatically adjusts risk based on age.
Generate KiwiSaver Funds
Generate Focused Growth Fund
High-conviction growth fund investing in a concentrated portfolio of global and local opportunities.
Risk Level
High
Management Fee
1.27%
1 Year Return
12.8%
5 Year Return
10.2%
Why Choose Generate KiwiSaver?
Advantages
- Dynamic investment approach
- Strong focus on global opportunities
- Regular research updates and communication
- Innovative Stepping Stones option
- High-conviction investment strategy
Considerations
- Higher fees than passive providers
- Concentrated portfolio may increase risk
- Relatively newer provider in the market
Quick Facts
- Total Assets
- $3.8B
- Average Management Fee
- 1.27%
- Number of Funds
- 5
- Fund Types
- Conservative, Balanced, Growth, Focused Growth, Stepping Stones
Key Features
- Active management
- Global investment approach
- Regular research updates
- Focused investment strategy