Generate Growth Fund

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Generate Growth Fund

The Generate Growth Fund aims to deliver high returns over the medium to long term by investing primarily in growth assets such as shares, property, and infrastructure. The fund's target investment mix includes 80% growth assets and 20% income assets, resulting in a high-risk profile with potential for significant returns. With a historical 10-year return of 9.29%, the fund is suited for investors looking for growth and willing to accept higher volatility.

This fund's recommended minimum investment timeframe is seven years, reflecting its focus on long-term growth. The fund's asset allocation includes international and Australasian equities, along with property and infrastructure investments, offering diversification and growth potential. The estimated annual fund charge is 1.28% plus a $36 admin fee, and its risk category is high, making it suitable for investors with a higher risk tolerance seeking substantial returns over time.

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Fund Summary

1 Year Return 14.20%

5 Year Return 7.30%

Risk Rating

Lower

Higher

Fund Fees 1.28% + $36pa

About Growth Funds

A growth KiwiSaver fund aims for higher returns by investing in things that can grow your money faster.
It can have more ups and downs in the short term, making it best for long-term investing, like 10 years or more. Investments include stocks, property, and infrastructure.

Growth Funds Returns

Fund	12 Month Returns	3 Year Returns	5 Year Returns
Generate Growth Fund	14.20%	4.10%	7.30%
Pathfinder Growth Fund	13.10%	5.20%	10.10%
Milford Active Growth Fund	11.70%	5.70%	9.30%
NZ Funds Growth Strategy Fund	32.25%	-3.12%	9.20%

Please Note

Past performance is not necessarily an indicator of future performance and return periods may differ.

Returns are after fees and before taxes.

Performance numbers supplied directly from the providers rather than calculated independently by Savvy Saver.

If you choose to apply via Savvy Saver, you understand that these results are generalized advice to you and do not constitute personalized advice.

Any questions? Click here to contact our Finance Advisors.

Let's Get Started

Want to use our matching tool to find your perfect fund - just click 'Find Your Fund' below. Or if you have decided Generate Growth Fund is for you then click 'Apply Now'.

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Frequently Asked Questions

Please read our FAQs page to find out more.

Is Savvy Saver free to use?

Savvy Saver is free for users with the exception of any users who chose a Milford KiwiSaver Scheme. For any client choosing a Milford KiwiSaver Scheme will have a $150 brokerage fee deducted from their KiwiSaver balance.

Do I need to create an account?

You can explore Savvy Saver and get personalized scheme recommendations without creating an account. However, registering allows you to save your preferences and revisit your personalized recommendations at any time.

How does Savvy Saver ensure the recommended schemes are reliable?

We partner with reputable KiwiSaver providers and continuously monitor the performance and compliance of all listed schemes to ensure they meet high standards of reliability and trust.

Can I change my investment preferences later?

Absolutely! You can update your preferences at any time through your Savvy Saver dashboard to reflect changes in your investment goals or financial situation.

What makes Savvy Saver different from other KiwiSaver comparison tools?

Unlike other tools that may require extensive research or consultations, Savvy Saver offers a streamlined online experience that quickly matches you with a suitable KiwiSaver scheme based on a tailored questionnaire, all without needing to make a phone call.

How is my personal information protected?

Savvy Saver adheres to strict privacy policies and uses advanced security measures to protect all personal information you share with us.

Will I be charged any fees for signing up through Savvy Saver?

Signing up for KiwiSaver schemes through Savvy Saver incurs no additional fees with the exception of Milford KiwiSaver Schemes. For any client choosing a Milford KiwiSaver Scheme will have a $150 brokerage fee deducted from their KiwiSaver balance.

How often should I review my KiwiSaver scheme?

It’s a good idea to review your KiwiSaver scheme annually or whenever there are significant changes in your financial situation or investment goals.

What should I do if my financial situation changes?

We recommend using our matching tool to reflect any significant changes in your financial situation. This will help us adjust our recommendations to better suit your new circumstances.

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