Generate KiwiSaver Focused Growth Fund

23849

Generate KiwiSaver Focused Growth Fund 23849 Strategy

Aims to provide a higher return over the long term. It invests in an actively managed portfolio made up predominantly of growth assets with a minor allocation of income assets.ˆ Volatility is likely to be high.
The investment objective & strategy is a summary of the investment's principal strategy as written in the prospectus. This information is pulled from the most recent product disclosure document.

Funds News & Analysis

funds

Blue Owl offers a harsh lesson for semiliquid fund investors

Analyzing the saga of this US private credit BDC.
funds

Listed Investment Companies monthly performance: January 2026

The Morningstar LIC monthly report provides a snapshot of ASX-listed LICs, and whether they are trading at a premium or a discount to their net tangible assets (NTA).
funds

KiwiSaver Survey | December Quarter 2025

KiwiSaver assets increased, ending the quarter at close to NZD 145 billion rising almost $5b this quarter due to a combination of market returns across the board, and inflows.

Morningstar Investment Ideas

Markets

Index
Last price
Change
% Change
All Ordinaries9,408.7027.40-0.29%
CAC 408,602.3143.240.51%
DAX 4025,146.2029.74-0.12%
Dow JONES (US)49,482.15307.650.63%
FTSE 10010,813.787.370.07%
HKSE26,381.02384.70-1.44%
NASDAQ23,152.08288.391.26%
Nikkei 22558,753.39170.270.29%
NZX 50 Index13,670.71145.131.07%
S&P 5006,946.1356.060.81%
S&P/ASX 2009,175.3027.60-0.30%
SSE Composite Index4,146.630.60-0.01%

Market Movers