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Generate Kiwisaver Growth Fund (0P00012M3C)

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2.680 -0.010    -0.38%
19/12 - Closed. Currency in NZD
  • Morningstar Rating:
  • Total Assets: 1.85B
Type:  Fund
Market:  New Zealand
Issuer:  Generate Investment Management Limited
Asset Class:  Equity
Generate KiwiSaver Growth Fund 2.680 -0.010 -0.38%

0P00012M3C Overview

 
Find basic information about the Generate Kiwisaver Growth Fund mutual fund such as total assets, risk rating, Min. investment, market cap and category. Learn about the fund's agencies rating and risk rating, transparent information about the fund's management personal, policies of invested allocation and diversification, past performance. In addition we provide you related news, analysis tools, interactive charts and analysis articles. You may add 0P00012M3C MF to your portfolio and watchlist to keep track with the fund's performance and users commentary.
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Rating
1-Year Change18.96%
Prev. Close2.69
Risk Rating
TTM Yield0%
ROE22.98%
IssuerGenerate Investment Management Limited
TurnoverN/A
ROA9.40%
Inception DateApr 16, 2013
Total Assets1.85B
Expenses1.57%
Min. InvestmentN/A
Market Cap67.49B
CategoryMultisector - Growth
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Performance

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Condition

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Status

YTD 3M 1Y 3Y 5Y 10Y
Growth of 1000 1196 1053 1239 1242 1458 2454
Fund Return 19.58% 5.31% 23.93% 7.5% 7.84% 9.39%
Place in category 1 26 1 6 12 4
% in Category 1 37 1 8 21 9

Top Equity Funds by Generate Investment Management Limited

  Name Rating Total Assets YTD% 3Y% 10Y%
  Generate KiwiSaver Focused Growth F 3.6B 23.58 8.55 10.21
  Generate KiwiSaver Conservative Fun 667.7M 11.56 5.27 6.03

Top Funds for Multisector - Growth Category

  Name Rating Total Assets YTD% 3Y% 10Y%
  ASB KiwiSaver Schemes Growth 6.42B 17.41 6.31 8.62
  Fisher Funds Growth KiwiSaver Fund 4.13B 16.03 5.25 8.99
  ANZ KiwiSaver Growth 5.19B 11.56 3.76 7.94
  Westpac KiwiSaver Growth Fund 3.4B 16.28 5.02 7.88
  OneAnswer KiwiSaver Growth Fund 626.37M 11.55 3.76 7.97

Top Holdings

Name ISIN Weight % Last Change %
  T. Rowe Price Global Equity Fund AU60ETL00717 4.43 2.094 +0.27%
  Infratil NZIFTE0003S3 3.47 11.35 +3.56%
  Contact Energy Ltd NZCENE0001S6 2.50 8.32 +2.59%
  Spark New Zealand NZTELE0001S4 2.44 2.59 +0.39%
Te Ahumairangi Global Equity Fund - 2.23 - -

Technical Summary

Type Daily Weekly Monthly
Moving Averages Neutral Buy Buy
Technical Indicators Sell Strong Buy Strong Buy
Summary Neutral Strong Buy Strong Buy
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