Generate Global Fund
Global Fund is an aggressive KiwiSaver fund managed by Generate. It has 1,573 members and holds $31 million. It opened in 2025.
Fees and returns
- Annual fee
- 1.18% 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
International equities 98%.
Largest holdings
- Nvidia 9.25%
- Microsoft Corp 6.55%
- Meta Platforms Inc 6.07%
About this fund
The Generate Global Fund is an actively managed fund invested predominantly in mid- to large-cap international shares, with a very minor income allocation. As a global-equities fund it is a single-asset-class option rather than a multi-asset mix. It has an annual fund charge of 1.18%.