Why Generate?

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

NZ Owned
NZ owned & operated KiwiSaver specialists
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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

Sam Goldwater

Sam Goldwater

Some thoughts on recent market volatility

We think volatility is likely to continue and as an active manager we hope to capitalise on it.

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Henry Tongue

Henry Tongue

Markets are volatile, don't worry focus on the long term

Share markets are having a rough October - which has been a tricky month for investors historically. Readers of our newsletters will know we have been expecting a volatile year and have been positioned more defensively than usual as a result. We would like to remind our members that KiwiSaver is a long term investment and we would recommend staying the course through this volatility and not making any changes to their fund selection because of it. In the long term shares will outperform bonds - but at the end of the day the decision is yours. Here is an article from the last market drop in February that is still just as true today.

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