Generate Managed Funds

Generate Managed Funds are one of the investment solutions we can recommend to clients looking to grow their wealth outside of KiwiSaver, with access to professionally managed funds, expert investment management, and a strong long-term focus.

Generate offers a range of managed funds designed to suit different investment goals, timeframes, and risk appetites, including:

• Focused Growth Fund
• Balanced Fund
• Conservative Fund
• Cash Fund
• Fixed Interest Fund
• Thematic Fund
• Global Fund
• Australasian Fund

Generate Managed Funds can be used for a range of investment goals including building long-term wealth, investing lump sums, managing proceeds from property sales or inheritances, or creating an investment plan outside of KiwiSaver.

Generate is a New Zealand-owned wealth manager managing more than $9 billion for over 190,000 members and investors. Generate combines active investment management with easy-to-use online tools to help Kiwis grow their savings and feel confident about their financial future. Generate has received a number of industry and consumer awards, including Consumer NZ People’s Choice and Trusted Brand awards, along with nominations for KiwiSaver Provider of the Year. Generate is also known for their track record of consistently strong long-term returns. While past performance does not guarantee future returns, many New Zealanders value Generate’s long-term approach and focus on helping investors stay on track with their financial goals.