Generate Australasian Fund
Australasian Fund is an aggressive KiwiSaver fund managed by Generate. It has 320 members and holds $6 million. It opened in 2025.
Fees and returns
- Annual fee
- 1.19% of your balance each year
Figures are after fees and tax, as at Q3 2026, sourced from the FMA Disclose Register.
What it invests in
Australasian equities 77%, listed property 19%.
Largest holdings
- Fisher & Paykel Healthcare Ltd 10.42%
- Infratil Ltd 8.37%
- Contact Energy Ltd 6.76%
About this fund
The Generate Australasian Fund is an actively managed fund invested predominantly in New Zealand and Australian shares, with a very minor income allocation. As a single-region share fund it gives concentrated Trans-Tasman equity exposure. It has an annual fund charge of 1.19%.