Funds

Fund Referral

  • Fill in the form below and you'll be linked to the application form of your chosen fund provider.
  • When you refer to an ethical fund from this website, your new fund provider gives us a small fee, which contributes to our costs.
  • Joining a fund is easy and quick.

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Generate Focused Growth Managed Fund

The objective of the Focused Growth Managed Fund is to provide a higher growth investment return over the long-term through investment in nearly all growth assets. The Focused Growth Managed Fund's portfolio is actively managed and can include cash, fixed interest, property and infrastructure assets, Australasian equities and international equities. The fund has a medium to high level of volatility.

Generate is an award-winning New Zealand owned KiwiSaver and wealth manager, with a track record of strong long-term performance through responsible investments. We are ‘active’ fund managers, which means we research and choose what we think are the best investments in New Zealand and globally and then we keep on top of them, every day.

Please use the same name and email address as you will use on the fund application form.

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Please note: Before investing, consider your investment aims, your values and your risk preferences. You should read the Product Disclosure Statement for the investment fund carefully. It contains the fund's investment objectives, risks, fees and other information which you should know before investing. This website has a list of the advisers that are registered with the Responsible Investment Association of Australasia. You should contact an investment adviser before investing if you have questions or if you are unclear about the implications of your investment decision.