Funds

Fund Referral

  • Switching your KiwiSaver fund or joining a fund is easy and quick.
  • Fill in the form below and you'll be linked to the application form of your new fund provider.
  • Once you’ve completed the application, everything is handled for you: it’s that easy.
  • It's free to switch (apart from two providers, Aon and Booster, who charge a small exit fee).
  • When you refer to an ethical fund from this website, your new fund provider gives us a small fee, which contributes to our costs.

You're being referred to:

Generate Balanced Fund

The Balanced Fund aims to provide a medium return over the medium term. It invests in an actively managed portfolio made up of slightly more growth assets than income assets. Volatility is likely to be medium to high. Returns will vary and may be low or negative at times.

Generate is an award-winning KiwiSaver and wealth provider with a track record of strong, long-term performance through responsible investment. Generate was awarded both Investor Choice and Adviser Choice Awards at the Research IP Funds Manager of the year awards 2022 and also received a Consumer NZ People’s Choice Award for KiwiSaver.

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

How did you hear about us?

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.