Diversified Funds

GoalsGetter Generate Focused Growth Fund

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About the fund

The Fund invests in an actively managed portfolio made up predominately of growth assets with a minor allocation of income assets.

Risk Indicator (volatility)

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5 High
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Target Asset Allocation

Growth 95.00%
Income 5.00%

generate-v2

Summary

Generate, a New Zealand-owned KiwiSaver and wealth manager, has grown significantly since its founding in 2012 by Henry Tongue and Sam Goldwater. Known for strong long-term performance and impactful investments, Generate is now one of the larger non-bank KiwiSaver providers. While Tongue oversees non-investment operations as CEO, Goldwater leads investment decisions. The firm partners with financial advisers, contributing to its rapid growth from $700 million in 2017 to over $5 billion today.

 

 

Performance

GoalsGetter KiwiSaver Scheme
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Performance

at 31 March 2025
One month Three months One year Three years (p.a) Five years (p.a)
Fund performance1 -4.53% -5.36%
Appropriate Market Index (AMI)2 -3.84% -3.15%
  1. Returns are before tax and after the deduction of fees and expenses and including tax credits (if any).
  2. AMI: Composite - refer to the GoalsGetter KiwiSaver Scheme SIPO

Cumulative Returns Since Inception, $10,000 invested

Top 10 Holdings

Security Name Percentage
Generate Focused Growth Managed Fund 99.13%
Cash and cash equivalents 0.87%