GoalsGetter Generate Focused Growth Fund
Goalsgetter Generate Focused Growth Fund is an aggressive KiwiSaver fund managed by GoalsGetter. It has 292 members and holds $11 million. It opened in 2024.
Fees and returns
- Annual fee
- 1.51% of your balance each year
- Return over 1 year
- +5.9% a year
Figures are after fees and tax, as at Q3 2026, sourced from the FMA Disclose Register.
What it invests in
International equities 66%, australasian equities 26%, listed property 6%.
Largest holdings
- Generate Focused Growth Managed Fund 99.15%
- NZD BNP Paribas A/C 0.94%
Year by year
| Financial year | Return |
|---|---|
| 2025/26 | +5.9% |
About this fund
This is GoalsGetter's wrapper access to the Generate Focused Growth Fund, managed by Generate — an actively managed portfolio predominantly in growth assets with a minor income allocation. Offered through the GoalsGetter platform, it has an annual fund charge of 1.51%.