Breaking News
Upgrade 0
🚀 5 new AI-picked strategies for US stocks beating the market in healthcare, energy & more
Learn more
Close

Generate Kiwisaver Focused Growth Fund (0P00012M3B)

Create Alert
New!
Create Alert
Website
  • As an alert notification
  • To use this feature, make sure you are signed-in to your account
Mobile App
  • To use this feature, make sure you are signed-in to your account
  • Make sure you are signed-in with the same user profile

Condition

Frequency

Once
%

Frequency

Frequency

Delivery Method

Status

Add to/Remove from a Portfolio Add to Watchlist
Add to Watchlist
Add Position

Position added successfully to:

Please name your holdings portfolio
 
3.264 -0.003    -0.09%
16/10 - Closed. Currency in NZD
Type:  Fund
Market:  New Zealand
Asset Class:  Equity
  • Morningstar Rating:
  • Total Assets: 4.58B
Generate KiwiSaver Focused Growth Fund 3.264 -0.003 -0.09%

0P00012M3B Overview

 
On this page you'll find an in-depth profile of Generate Kiwisaver Focused Growth Fund. Learn about the key management, total assets, investment strategy and contact information of 0P00012M3B among other information.
Category

Multisector - Aggressive

Total Assets

4.58B

Expenses

1.74%

Inception Date

Apr 16, 2013

Contact Information

Address 32 Market Place
Auckland,
New Zealand
Phone -

Top Executives

Name Title Since Until
Nathan Field Portfolio Manager 2023 Now
Biography Nathan Field runs Generate’s Global Thematic strategy. He has over 25 years’ experience in the financial industry including analytical roles for investment banks in the UK and Australia. Prior to joining Generate, Nathan ran a Global Thematic strategy at Kiwi Wealth where he built a ten-year track record of outperformance; during the period 2013 to 2023 the global equities funds under his management beat the market index by more than 4% p.a.
Ayrton Oliver Portfolio Manager 2021 Now
Biography Ayrton has over 10 years of financial markets experience. Prior to joining Generate in 2021, Ayrton was a portfolio manager in the Chief Investment Office at JP Morgan London, which managed the banks international interest rate and FX risks. Ayrton’s investment career began on the trading desk at Citi group in Sydney before transferring to the JP Morgan role initially based in Sydney prior to relocating to London in 2017.
Andrew Bolland Portfolio Manager 2019 Now
Biography Andrew has over 14 years investment experience. Prior to joining Generate, Andrew spent more than 6 years at a leading Auckland-based boutique institutional fund manager, leaving in 2019 as a Senior Analyst and Associate Portfolio Manager. He began his career at Westpac New Zealand, before taking a role as a junior equity analyst at BT Funds Management. Andrew has a Bachelor of Commerce majoring in both finance and economics and has been a CFA Charterholder since 2015.
Daniel Frost Portfolio Manager 2018 Now
Biography Daniel has worked in financial markets for over 20 years in a variety of roles. He began his career as a fund analyst at an independent research house before spending a decade working as a domestic equity analyst and then as a portfolio manager at a funds management firm. After a two year stint in London working for a specialist consulting firm advising charities on investment strategy and manager selection, Daniel shifted back to NZ and spent five years working at an investment bank in an equities research role before joining Generate in early 2018. Daniel has been a CFA Charterholder since 2001.
Sam Goldwater Portfolio Manager 2013 Now
Biography Sam has over 25 years of financial markets experience. Locally he worked in fixed income sales and trading for the National Bank of New Zealand Treasury, co-managed the bond desk at First NZ Capital, and immediately prior to Generate led the investment management of a sizeable portfolio of family assets. He also worked for three years in London in fixed income trading and origination. Sam co-founded Generate in 2012, and since then he has led the Investment Team and actively helped manage the business.
Comment Guidelines

We encourage you to use comments to engage with users, share your perspective and ask questions of authors and each other. However, in order to maintain the high level of discourse we’ve all come to value and expect, please keep the following criteria in mind: 

  • Enrich the conversation
  • Stay focused and on track. Only post material that’s relevant to the topic being discussed.
  • Be respectful. Even negative opinions can be framed positively and diplomatically.
  •  Use standard writing style. Include punctuation and upper and lower cases.
  • NOTE: Spam and/or promotional messages and links within a comment will be removed
  • Avoid profanity, slander or personal attacks directed at an author or another user.
  • Don’t Monopolize the Conversation. We appreciate passion and conviction, but we also believe strongly in giving everyone a chance to air their thoughts. Therefore, in addition to civil interaction, we expect commenters to offer their opinions succinctly and thoughtfully, but not so repeatedly that others are annoyed or offended. If we receive complaints about individuals who take over a thread or forum, we reserve the right to ban them from the site, without recourse.
  • Only English comments will be allowed.

Perpetrators of spam or abuse will be deleted from the site and prohibited from future registration at Investing.com’s discretion.

0P00012M3B Comments

Write your thoughts about Generate Kiwisaver Focused Growth Fund
 
Are you sure you want to delete this chart?
 
Post
Post also to:
 
Replace the attached chart with a new chart ?
1000
Your ability to comment is currently suspended due to negative user reports. Your status will be reviewed by our moderators.
Please wait a minute before you try to comment again.
Thanks for your comment. Please note that all comments are pending until approved by our moderators. It may therefore take some time before it appears on our website.
 
Are you sure you want to delete this chart?
 
Post
 
Replace the attached chart with a new chart ?
1000
Your ability to comment is currently suspended due to negative user reports. Your status will be reviewed by our moderators.
Please wait a minute before you try to comment again.
Add Chart to Comment
Confirm Block

Are you sure you want to block %USER_NAME%?

By doing so, you and %USER_NAME% will not be able to see any of each other's Investing.com's posts.

%USER_NAME% was successfully added to your Block List

Since you’ve just unblocked this person, you must wait 48 hours before renewing the block.

Report this comment

I feel that this comment is:

Comment flagged

Thank You!

Your report has been sent to our moderators for review
Continue with Apple
Continue with Google
or
Sign up with Email