Diversified Funds

GoalsGetter Generate Balanced Fund

About the fund

The Fund invests in an actively managed portfolio made up of slightly more growth assets than income assets.

Risk Indicator (volatility)

1
2
3
4 Medium to High
5
6
7

Target Asset Allocation

Growth 60.00%
Income 40.00%

Performance

GoalsGetter KiwiSaver Scheme
Open Close

Performance

at 30 June 2024
One month Three months One year Three years (p.a) Five years (p.a)
Fund performance1 2.45%
Appropriate Market Index (AMI)2 0.72%
  1. Returns are before tax and after the deduction of fees and expenses and including tax credits (if any).
  2. AMI: Bloomberg NZBond Credit 0+ year Index.

5 year cumulative performance $10,000 invested

Top 10 Holdings

Security Name Percentage
Generate Balanced Managed Fund 99.07%
Cash and cash equivalents 0.93%