Generate has been voted the Investment Provider of the Year for two years in a row by the Professional Advisers Association. Advisers were asked to rate investment providers, not only on performance but also on the quality of our communications and investment statements, our services and education to clients and our services and support to advisers. It was fantastic to receive industry recognition for the hard work we put in trying to provide our members with a truly great KiwiSaver scheme.
Fund performance 5 year
4.74%
Fund type
No data
NZ invested Assets
69.57%
Estimated annual fees
4.12%
Fund performance 5 year
4.46%
Fund type
No data
NZ invested Assets
69.57%
Estimated annual fees
1.15%
Fund performance 5 year
4.41%
Fund type
No data
NZ invested Assets
73.45%
Estimated annual fees
1.2%
Fund performance 5 year
4.41%
Fund type
No data
NZ invested Assets
73.22%
Estimated annual fees
1.2%
Fund performance 5 year
4.22%
Fund type
No data
NZ invested Assets
73.45%
Estimated annual fees
1.14%
Fund performance 5 year
-
Fund type
Balanced
NZ invested Assets
-
Estimated annual fees
1.25%
Fund performance 5 year
-
Fund type
No data
NZ invested Assets
-
Estimated annual fees
0.79%
Fund performance 5 year
-
Fund type
Conservative
NZ invested Assets
-
Estimated annual fees
1.09%
Fund performance 5 year
-
Fund type
Conservative
NZ invested Assets
-
Estimated annual fees
1.09%
| Cash | 5% |
| Bonds | 62.5% |
| Growth Assets | 32.5% |
| Investments | The objective of the Stepping Stones Growth 65+ years old investment option is to provide a conservative investment return through investment in a portfolio of actively managed cash, fixed interest, property (including aged care) and infrastructure assets, Australasian equities and international equities. The Investment option has a low to medium level of volatility. |
| Fund name | STEPPING STONES GROWTH 65+ |
| Fund type | No data |
| Membership fee per annum | $36 |
| Estimated annual fees | 1.2% |
| Fund performance 5 year | 4.41% |
| NZ invested Assets | 73.45% |
| Number of members | 31 |
| Total value of fund | $1 267 667 |
| Date fund started | 2016-09-06 |
| Data last updated | 2024-02-22 21:10:31 |
