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 & 2018 by SuperRatings(2)
#1 Performance
#1 Performing KiwiSaver Diversified Growth Fund for the period ending March 2018(3)

How much can you generate?

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The 5 year returns shown are the average for each fund type per annum (p.a.) from sorted.org.nz Fundfinder 01/04/13 to 30/06/18 less 2% p.a. to adjust for inflation Defensive 2.17% (0.17%), Conservative 4.65% (2.65%), Balanced 6.84% (4.84%) and Growth 8.89% (6.89%) 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 contributing continuously until you reach retirement at age 65. Your salary or self-employed contributions are assumed to grow by 3% p.a. Your employer puts in 3% p.a. less tax. The graph 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

Henry Tongue

Henry Tongue

Generate ranks 1st, 1st and 3rd for 2018

The latest Morningstar KiwiSaver Survey has been released. While 2018 was a volatile year for KiwiSaver funds, all three Generate funds performed very strongly versus the competition. Ranking 1st, 1st and 3rd in their respective categories for 2018 and 1st, 2nd and 3rd over the past five years. As a New Zealand owned and operated KiwiSaver specialist we are delighted to have achieved these results for our members. The results are measured on a net return after fees are paid basis. This means not only great relative performance but - importantly - excellent value for money.

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Carl Pheasant

Carl Pheasant

Generate KiwiSaver continues strong performances despite volatile 2018

While 2018 was a volatile year for KiwiSaver funds, all three Generate funds performed strongly versus the competition over the year and the past five years, according to leading investment research provider Morningstar.

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