GoalsGetter Generate Thematic Fund
Goalsgetter Generate Thematic Fund is an aggressive KiwiSaver fund managed by GoalsGetter. It has 64 members and holds $996,122. It opened in 2024.
Fees and returns
- Annual fee
- 1.45% of your balance each year
- Return over 1 year
- +6.5% a year
Figures are after fees and tax, as at Q3 2026, sourced from the FMA Disclose Register.
What it invests in
International equities 97%.
Largest holdings
- Generate Thematic Managed Fund 98.3%
- NZD BNP Paribas A/C 1.77%
Year by year
| Financial year | Return |
|---|---|
| 2025/26 | +6.5% |
About this fund
This is GoalsGetter's wrapper access to the Generate Thematic Fund, managed by Generate — an actively managed portfolio of mostly mid- to large-cap international shares chosen around investment themes. Offered through the GoalsGetter platform, it has an annual fund charge of 1.45%.