Blog

Natasha Skachkova

Natasha Skachkova

Don't panic, but your KiwiSaver has gone down

Posted in Kiwisaver on

It's satisfying watching your KiwiSaver climb higher every day. You can even get it attached to your bank accounts, so that you can keep an eye on it as part of your daily banking. You watch your nest egg increase in value, secure in the knowledge you're planning for your retirement and looking after your future. Except watching it so closely can be a terrible idea. Especially if the recent sharemarket jitters have made you nervous.

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Henry Tongue

Henry Tongue

Plague of financial insecurity, and those unwilling to be victims to it

Posted in Retirement, Savings on

Eight in 10 people believed it was "up to them" to pay for their retirement, Mercer reported in a global survey on "The New Imperative for Financial Security". Half of people surveyed believed they were solely responsible, believing governments would not be able to pay living pensions as populations in the developed world aged. And Mercer found what appeared to be a willingness by the majority of people to do more to give themselves a rosier financial future.

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Sam Gapes

Sam Gapes

Understanding the highs and lows of KiwiSaver investing

Posted in Kiwisaver on

Veteran economist John Carran is unruffled by jitters in global stockmarkets. There is nothing especially abnormal about a drop of five per cent in a sharemarket, he says. Markets move "up by the stairs" with occasional "sharp corrections".

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Nicola Hines

Nicola Hines

How did your KiwiSaver fund perform in 2017?

Posted in Kiwisaver on

All 146 KiwiSaver products offered by 16 providers generated a positive return for their investors in 2017, a year that delivered strong gains on equity markets with the local benchmark S&P/NZX 50 Index jumping 22 per cent.

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Sam Goldwater

Sam Goldwater

Generate #1 performance in two categories for 2017

Posted in Kiwisaver, Retirement, Savings on

The latest KiwiSaver survey for calendar year 2017 shows the following fantastic results for the Generate Funds: * The Generate Focused Growth Fund's return was 1st for calendar year 2017 in the KiwiSaver Aggressive category with an after-fee return of 23.9%. * The Generate Growth Fund's return was 1st for calendar year 2017 in the KiwiSaver Growth category with an after-fee return of 19.1%.

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Henry Tongue

Henry Tongue

Number 1 Performing Diversified Growth Fund in 2017!

Posted in Kiwisaver on

We are very excited to announce that Generate had the number 1 performing KiwiSaver fund in 2017 out of 34 diversified growth funds as per the FundSource Performance Tables!

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Sam Goldwater

Sam Goldwater

Generate Focused Growth 2nd for 3 year performance

Posted in Kiwisaver on

The recently released FundSource Performance Tables show the following fantastic results for the Generate Funds to the end of October 2017: Generate Focused Growth Fund 2nd out of 30 growth funds for 3 year performance with 12.26% p.a. Generate Growth Fund 9th out of 30 growth funds for 3 year performance with 11.09% p.a. Generate Conservative Fund 3rd out of 30 defensive funds for 3 year performance with 6.74% p.a.

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Ryan Edwards

Ryan Edwards

Retirees rely on state pension as savings run out

Posted in Retirement, Savings on

Most retirees will use up their savings in just 10 years and rely solely on the state pension after that, a new research suggests. More than two-thirds of retirement-age Kiwis surveyed in Financial Services (FSC) Council research felt they would not have enough income to live comfortably. Retirees, on average, expected to have $218 less to spend each week than what they think they would need. The gap was even wider for those still paying off a mortgage or renting.

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Generate

Generate

This is the Future as according to Hamish Douglass - Magellan Lead Portfolio Manager

Posted in Savings on

Lisen to Hamish Douglass, the Lead Portfolio Manager from Magellan, speak about the future of investing. Hamish discusses a wide range of topics from his biggest influences to the most impactful trends that are driving his investment strategy today.

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Nicola Hines

Nicola Hines

KiwiSaver default funds told to lift game

Posted in Kiwisaver on

Thousands KiwiSavers may be missing out on potential earnings because providers are not doing enough to help them invest in the right fund, the FMA says. The Financial Markets Authority (FMA) annual report has ticked off providers of default conservative funds for not doing more to educate their members, and helping them to decide if they are in the best fund.

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