Skip to main content
ManagedFunds.nz

Funds

All fundsFund screenerFund managersBy asset classBy risk bandBy annual feePIE funds

Holdings

Search by company

Compare

Compare two fundsReturns leaderboardTrack record vs indexFee rankings by category

Learn

GuidesCalculatorsGlossaryWho manages each fundMethodology

Where to buy

Where to buy
Generate logo

Fund manager

Generate

Generate Investment Management Limited

Active manager best known for KiwiSaver; runs a focused growth managed-fund offering.

Funds tracked
1
Headquarters
Auckland
Generate websiteRead the Generate review →

Peer managers

Other NZ managers in Diversified

Scheme governance

Audit, trustee, history

Diversified Funds

Aggressive, growth, balanced and conservative one-stop funds.

1 fund
Generate Focused Growth Managed Fund
Fee
1.35%
5y return
6.34%
Risk
5/7
PIE · capped at PIR (max 28%)growth

Questions about Generate

How many managed funds does Generate offer in New Zealand?▾

Generate runs 1 retail managed fund available to New Zealand investors, across 1 asset class: Diversified Funds. Counts are taken from the FMA Disclose register.

What does Generate charge?▾

Annual fund charges across Generate's 1 fund with published data range from 1.35% to 1.35% per year. The charge is deducted from the fund, not billed separately. Figures come from each fund's Quarterly Fund Update via the FMA Disclose register.

Is Generate a licensed fund manager in New Zealand?▾

Generate operates in New Zealand as Generate Investment Management Limited. Managed investment schemes offered to NZ retail investors must be registered on the FMA Disclose register and operated by a licensed manager with a licensed supervisor. Each fund page links to its Disclose record so the registration can be checked directly.

Are Generate's funds PIEs?▾

1 of Generate's 1 fund is a Portfolio Investment Entity (PIE). A PIE taxes investment income at your Prescribed Investor Rate, capped at 28%, rather than at your marginal income tax rate.

Explore this with AI

Open a fresh AI chat pre-loaded with this page — ask it to summarise, explain, or compare, and it can read ManagedFundsNZ's underlying data directly.

Key takeaways
ChatGPTClaudePerplexityGrok
Explain the fees
ChatGPTClaudePerplexityGrok
How it compares
ChatGPTClaudePerplexityGrok
Questions to ask
ChatGPTClaudePerplexityGrok
Connect the ManagedFundsNZ MCP server →Add ManagedFundsNZ to Google Preferred Sources

AI & integrations

Use this manager inside the tools you already use

Every manager on ManagedFundsNZ ships in three formats so AI assistants and data tools can consume it without scraping: a canonical HTML page, a plain Markdown twin, and a 1-call MCP server. Citation back to the canonical URL is required; full reuse policy at /llms-policy.txt.

MCP server →