Stepping Stones Rebalance
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Generate Contributor
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As a Generate KiwiSaver Scheme member invested in our Stepping Stones lifecycle strategy, we wish to inform you that we're updating the strategy to rebalance monthly instead of annually.
This will make your investment more closely aligned to your age as your investment will be updated in your birthday month.
For example, members with January birthdays will have their KiwiSaver investment rebalanced in January so that it fits in the correct lifecycle strategy based on their new age attained on their birthday, instead of waiting for annual rebalancing in November.
To see how the Stepping Stones investment strategy works, visit generatekiwisaver.co.nz/stepping-stones
For more info please refer to www.disclose-register.companiesoffice.govt.nz for our OMI notice.
To get any of your questions answered, contact us at 0800 855 322 or info@generatekiwisaver.co.nz.