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 Moderate Fund

The objective of the Moderate Fund is to provide a moderate investment return over the long-term through investment in a portfolio of actively managed cash, fixed interest, property and infrastructure assets, Australasian equities and international equities. The fund has a low to medium level of volatilty.

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.

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.