GoalsGetter Generate Balanced Fund
Goalsgetter Generate Balanced Fund is a balanced KiwiSaver fund managed by GoalsGetter. It has 52 members and holds $2 million. It opened in 2024.
Fees and returns
- Annual fee
- 1.49% of your balance each year
- Return over 1 year
- +3.7% a year
Figures are after fees and tax, as at Q3 2026, sourced from the FMA Disclose Register.
What it invests in
International equities 41%, new zealand fixed interest 26%, australasian equities 17%, international fixed interest 7%.
Largest holdings
- Generate Balanced Managed Fund 99.67%
- NZD BNP Paribas A/C 0.39%
Year by year
| Financial year | Return |
|---|---|
| 2025/26 | +3.7% |
About this fund
This is GoalsGetter's wrapper access to the Generate Balanced Fund, managed by Generate — an actively managed portfolio with slightly more growth assets than income. Offered through the GoalsGetter platform, it has an annual fund charge of 1.49%.