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Generate Kiwisaver Moderate Fund (0P00012M3A)

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1.716 -0.001    -0.03%
08:00:00 - Delayed Data. Currency in NZD ( Disclaimer )
Type:  Fund
Market:  New Zealand
Issuer:  Generate Investment Management Limited
Asset Class:  Equity
  • Morningstar Rating:
  • Total Assets: 583.3M
Generate KiwiSaver Conservative Fund 1.716 -0.001 -0.03%

Generate Kiwisaver Moderate Fund Overview

 
Find basic information about the Generate Kiwisaver Moderate 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 0P00012M3A MF to your portfolio and watchlist to keep track with the fund's performance and users commentary. (ISIN: )
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Rating
1-Year Change8.37%
Prev. Close1.716
Risk Rating
TTM Yield0%
ROE22.61%
IssuerGenerate Investment Management Limited
TurnoverN/A
ROA9.34%
Inception DateApr 16, 2013
Total Assets583.3M
Expenses1.26%
Min. InvestmentN/A
Market Cap27.21B
CategoryMultisector - Moderate
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Performance

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YTD 3M 1Y 3Y 5Y 10Y
Growth of 1000 1041 1041 1112 1105 1269 1783
Fund Return 4.12% 4.12% 11.15% 3.4% 4.88% 5.95%
Place in category 1 1 1 5 2 2
% in Category 1 1 1 9 3 4

Top Equity Funds by Generate Investment Management Limited

  Name Rating Total Assets YTD% 3Y% 10Y%
  Generate KiwiSaver Focused Growth F 2.73B 11.38 6.66 10.46
  Generate KiwiSaver Growth Fund 1.55B 8.99 5.89 9.57

Top Funds for Multisector - Moderate Category

  Name Rating Total Assets YTD% 3Y% 10Y%
  Milford Diversified Income 2.67B 2.67 3.63 7.71
  ASB KiwiSaver Schemes Moderate 2.65B 3.79 1.96 5.33
  ANZ KiwiSaver Conservative Balanced 1.6B 2.00 1.39 5.10
  ASB Investment Funds Moderate Fund 660.54M 3.69 1.48 4.79
  OneAnswer MAC Conservative Balanced 425.72M 1.99 1.35 4.92

Top Holdings

Name ISIN Weight % Last Change %
  Infratil NZIFTE0003S3 2.82 9.97 +0.50%
  Spark New Zealand NZTELE0001S4 2.20 4.28 +0.12%
  Contact Energy Ltd NZCENE0001S6 2.13 7.81 -0.13%
Westpac New Zealand Limited 6.73% NZWNZD02T2L8 1.94 - -
Sab 2.30% 30/09/2025 - 1.71 - -

Technical Summary

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