Generate Growth fund 10.8% p.a. over past 5 years!

Posted by Henry Tongue in Kiwisaver, Retirement, Savings on

Generate KiwiSaver funds rank 1st, 2nd and 3rd for the year and 1st, 2nd and 3rd over the past five years in the latest Morningstar KiwiSaver Survey to 31 Mar 19.

Generate's Growth Fund has returned 10.8% p.a. over the last five years after fees (except the $36 member fee)

https://www.morningstar.com.au/s/documents/KiwiSaver-Survey-Q1-2019.pdf

• Generate Growth Fund was 1st out of 27 for the year and 1st out of 21 over five years in the KiwiSaver growth category.

• Generate Conservative Fund was 2nd out of 19 for the year and 3rd out of 12 over five years in the KiwiSaver moderate category.

• Generate Focused Growth Fund was 3rd out of 10 for 2018 and 2nd out of 7 over five years in the KiwiSaver Aggressive category.

Kiwisaver #betterreturns #valueformoney #kiwisaverperformance

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