Generate’s Thematic Managed Fund has delivered an impressive 32.24% return for the 12 months to 31 January 2025. While this strong performance highlights the potential of thematic investing, it’s important to remember that all investing involves risk —returns can be both positive and negative, and past performance does not guarantee future results.
What is Thematic Investing?
Thematic investing focuses on long-term global trends shaping the future—such as technology, sustainability, and demographic shifts. Rather than tracking a broad market index, thematic investing targets high-growth industries and companies expected to benefit from these trends.
Nathan Field, Generate’s Fund Manager, leads the Thematic Fund with a forward-looking approach. His investment philosophy involves identifying growth themes in the economy and positioning the fund to capitalise on these opportunities.
"Thematic investing is about looking beyond the short-term market noise and identifying the big-picture trends that will drive the world forward. By focusing on industries with strong tailwinds, we aim to position the fund for sustainable long-term growth," says Nathan Field.
Why Invest in a Managed Fund?
Generate Managed Funds provide a simple and effective way to invest, whether you’re new to investing or looking to diversify your portfolio. With a Generate Managed Fund, your money is professionally managed and spread across a mix of investments, reducing the risk of relying on a single stock or sector.
You choose when and how much to invest, and while we generally recommend investing for the long-term, you have the flexibility to withdraw your funds whenever you need them. To start investing in Generate Managed Funds apply online.
What’s Next?
For KiwiSaver members, exciting news is on the horizon—we’ll soon be launching a KiwiSaver version of the Thematic Fund. This will allow Generate KiwiSaver members to benefit from the same thematic investment approach, helping them grow their long-term savings in a way that aligns with future global trends.
Want to Hear More from Nathan?
To dive deeper into thematic investing, check out Nathan’s episode on the Keep the Change podcast, where he shares insights on how this strategy works and what’s driving today’s biggest investment themes.
To learn more about Generate’s Thematic Managed Fund or start investing today, click here.
*Generate’s Thematic Managed Fund returned 32.24% for the 12 months to 31 January 2025. Returns are after fees and before tax. Past performance is not a reliable indicator of future performance.