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
Our Growth Fund and Focused Growth Fund were #1 & #2 for 2 year performance to March 2016(3)

The 5 year returns shown are the average for each fund type per annum (p.a.) from sorted.org.nz Fundfinder 01/04/11 to 30/06/16. Defensive 2.94%, Conservative 5.25%, Balanced 6.92% and Growth 7.65% 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 employed and contributing 3% p.a. of your before tax pay or self-employed contributing continuously until you reach retirement at age 65. If employed your starting balance is assumed to be $12,500 and your salary is assumed to grow by 3% p.a. Your employer puts in 3% p.a. less Employer Superannuation Contribution Tax. If self-employed you begin contributing ($20 p.w.) $1,042.86 p.a. which is assumed to increase by 3% p.a. Inflation is assumed to average 2% p.a. The table 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

Alibaba Adds $42 Billion in Market Cap on Strong Sales Forecast

Members in Generate’s growth funds have a small part of their accounts invested in Alibaba via the Polar Capital Technology Trust Plc. and T Rowe Price Global Equity Fund.

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Jeremy Thomas

Jeremy Thomas

Get your free Government money

Would you like free money? How about $500, and you barely have to do a thing? This time of year is all about tax. Just the word is enough to give some people the shudders, but resist the urge. Think instead of the free money going begging, and how easy it can be to get hold of your slice of the pie.

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