The Morningstar KiwiSaver Survey to 31 Dec-18 has been released.
• Generate Focused Growth Fund was 1st out of 10 for 2018 and 1st out of 7 over five years to 31 Dec 18 in the NZ Multi Sector aggressive category.
• Generate Conservative Fund was 1st out of 19 for 2018 and 2nd out of 12 over five years to 31 Dec 18 in the NZ Multi Sector moderate category.
• Generate Growth Fund was 3rd out of 27 growth funds for 2018 and 3rd out of 21 over five years to 31 Dec 18 in the NZ Multi Sector aggressive category.
• Advisers have given advice to nearly all our 60,000 members. 96% of new members say we provide valuable information and it was a great use of their time. The most common feedback we get is “why didn’t someone tell me this sooner” and “Generate should advertise more”.
• Currently, we have the highest rating for services on Sorted FundFinder. We also have a gold KiwiSaver rating from SuperRatings.com.au.
• Generate funds under management now exceeds $1bn.
For a copy of the Product Disclosure Statement and advertising disclosures please see www.generatekiwisaver.co.nz/pds . The issuer is Generate Investment Management Ltd.
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