Investment funds / non-KiwiSaver / Multi Asset / Global
The Generate Focused Growth Trust invests in an actively managed diversified portfolio of proven underlying funds, international equities property and infrastructure assets, and cash. The Trust also has the ability to invest in Australasian equities and fixed income but it does not have a target asset allocation to these asset classes.
Use this standardised profile only as an initial resource. Only the fund manager can supply you with the documents you will need before you invest. This profile will enable you to make a shortlist using some standard quantitative factors.
Or you can source a full set of qualitative attributes from Research IP at the links within this document.