Are you a Financial Advisor? Find out how your clients can benefit from investing in the Generation Fund.

Evolving to

Maximise Investment Opportunities

Actively managed by a team of highly experienced investment professionals, investment allocations are adjusted in line with ever-changing market conditions. With a ‘Balanced Growth’ risk profile, the Generation Fund has the ability to invest in a diversified pool of shares, cash, managed funds and fixed interest holdings to maximise investment returns.

Governed by a team of

Experienced Investment Professionals

With more than 150 combined years of investment experience, the Generation Fund Investment Committee is focused on understanding the current and expected economic conditions, potential developments, valuations, expected price directions and the individual risk of each selected investment opportunity. This information is then factored into investment allocations to ensure a ‘Balanced Growth’ risk profile is achieved.   

Need more information? Download the Generation Fund PDS at the bottom of this page or submit a question by completing the form below