Why Generate?

With so many KiwiSaver schemes to choose from that’s a good question.

NZ Owned
NZ owned & operated KiwiSaver specialists
Award Winning
Investment Provider of the Year 2015 & 2016(1)
Service Focused
Gold Rating 2016 & 2017 by SuperRatings(2)
#1 Performance
Our Growth Fund and Focused Growth Fund were #1 & #2 for 2 year performance to March 2016(3)

The 5 year returns shown are the average for each fund type per annum (p.a.) from sorted.org.nz Fundfinder 01/04/10 to 30/06/15. Defensive 2.92%, Conservative 5.01%, Balanced 6.93% and Growth 8.55% p.a. The 5 year average returns are used for illustrative purposes only and during this time period there has been a bull market in equities so these returns may be higher than usual. Assumptions are that you remain employed and contributing 3% p.a. of your before tax pay or self-employed contributing continuously until you reach retirement at age 65. If employed your salary is assumed to grow by 3% p.a. Your employer puts in 3% p.a. less Employer Superannuation Contribution Tax. If self-employed you begin contributing ($20 p.w.) $1,042.86 p.a. and is assumed to increase by 3% p.a. Inflation is assumed to average 2% p.a. The table above does not reflect the prospective performance of the Generate KiwiSaver Scheme or of any Fund. The returns are subject to investment and other risks (including potential losses). No returns are guaranteed or assured, and returns can at times be negative, particularly given the length of the investment period shown in the illustration. Past performance is not necessarily an indicator of future performance and returns over different periods may differ.

Latest News



Generate’s New Product Disclosure Statement

We have recently lodged a Product Disclosure Statement (PDS) on the Disclose Register, which you can view here: www.business.govt.nz/disclose. As part of transitioning to the Financial Markets Conduct Act this PDS will replace our current Investment Statement from 8 September 2016. Members will receive more information about this in the near future. Kind regards, The Generate Team

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Henry Tongue

Henry Tongue

Generate KiwiSaver Scheme Investment Provider of Year

The Generate KiwiSaver Scheme has been awarded Investment Provider of the Year for the second year running. At the Professional Advisers Association Excellence Awards held yesterday the Generate KiwiSaver Scheme won the Investment Provider of the Year for the second year running. Advisers were asked to rate investment providers, not only on performance but also on the quality of communications and investment statements, services and education to clients, and support to advisers.

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