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
#1 Performing Fund in the Fundsource Diversified Growth Category for 3 years to July 2017.(3)

How much can you generate?


The 5 year returns shown are the average for each fund type per annum (p.a.) from sorted.org.nz Fundfinder 01/04/12 to 30/06/17 less 2% p.a. to adjust for inflation Defensive 2.39% (0.39%), Conservative 5.00% (3.00%), Balanced 7.40% (5.40%) and Growth 9.58% (7.58%) 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.

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