Generate Investment Management Limited manage one of the KiwiSaver Schemes we can offer. Call us on 07 578 3863 if you'd like to discuss using Generate as your KiwiSaver Scheme Manager.
With Generate KiwiSaver Scheme you have access to a number of funds including:
- Conservative Fund
- Growth Fund
- Focussed Growth Fund
- A range of 'Life Stages' funds which provide a mix of investment which may be suitable for people at various stages of life
Generate utilse a number of International Fund Managers including:
- T. Rowe Price Global Equity Fund
- The Magellan Global Fund
- Berkshire Hathaway In
- Worldwide Healthcare Trust
- Polar Capital Technology Trust
- Platinum International Fund
- Jupiter European Opportunities Trust Plc
Generate were voted Investment Provider of the Year in 2015 & 2016
Generate was voted the Investment Provider of the Year for two years in a row by the Professional Advisers Association. Advisers were asked to rate investment providers, not only on performance but also on the quality of their communications and investment statements, their services and education to clients and their services and support to advisers.
bayfinancialpartners.co.nz is operated by Bay Financial Partners Limited and is not endorsed by, or affiliated with, the government or Inland Revenue. Bay Financial Partners Limited is using the KiwiSaver trade mark and logo under licence from Inland Revenue. To view the official New Zealand government KiwiSaver website, please click here.
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