We're delighted to share that the Generate Focused Growth KiwiSaver Fund has ranked 1st out of 8 funds in the aggressive category for 10-year returns to 31 March 2024, boasting an impressive 10.5% annualised return. This is the highest return for any multi-sector KiwiSaver fund in the Morningstar Aggressive, Growth, Balanced, Moderate, or Conservative categories for 10-year returns over this period. The fund also ranked 1st out of 13 funds in the multisector category for 1-year returns to 31 March 2024 with a 25.4% return, out-performing the category's average return of 19.0%*. Our Moderate KiwiSaver Fund was another winner, ranking 1st out of 12 funds for 10-year returns in the Moderate category, with a 6.0% p.a. return, and 1st out of 21 funds for 1-year with an 11.2% return. See more details on our website: https://lnkd.in/gAMXCGZ8 Or download the full Morningstar KiwiSaver Report: https://lnkd.in/gzNxrae8 #KiwiSaver #Morningstar *Source: Morningstar KiwiSaver Survey March Quarter End 2024. The Generate Focused Growth Fund ranked 1st out of 8 NZ Multi Sector Aggressive Category Funds and the Generate Moderate Fund ranked 1st out of 12 NZ Multi Sector Moderate Category Funds, for a period of 10 years as of 31/03/2024. © 2024 Morningstar, Inc. All rights reserved. Neither Morningstar, its affiliates, nor the content providers guarantee the data or content contained herein to be accurate, complete or timely nor will they have any liability for its use or distribution in New Zealand. Past performance does not guarantee future performance. Investment involves risk and returns can be negative as well as positive. To see the Generate KiwiSaver Scheme Product Disclosure Statement or advertising disclosures visit https://lnkd.in/gME_2ZpC. The issuer of the scheme is Generate Investment Management Limited.
Generate KiwiSaver Scheme
Investment Management
Auckland Central, Auckland 3,989 followers
NZ owned and operated, award-winning KiwiSaver provider.
About us
Generate is an award-winning New Zealand owned KiwiSaver Scheme and wealth manager with strong long-term performance and industry recognition for its community and environmental impact investments. Generate serves more than 140,000 Kiwis and in 2023 won a Consumer NZ People’s Choice Award, the Canstar Most Satisfied Customers Award and the Readers Digest Trusted Brand Award for KiwiSaver. The issuer is Generate Investment Management Ltd. A copy of the Generate KiwiSaver Scheme Product Disclosure Statement and advertising disclosures are available at www.generatewealth.co.nz/advertising-disclosures. Past performance is not a reliable indicator of future performance.
- Website
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http://www.generatekiwisaver.co.nz
External link for Generate KiwiSaver Scheme
- Industry
- Investment Management
- Company size
- 51-200 employees
- Headquarters
- Auckland Central, Auckland
- Type
- Public Company
- Founded
- 2012
- Specialties
- KiwiSaver
Locations
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Primary
21 Queen St
Floor 9
Auckland Central, Auckland 1010, NZ
Employees at Generate KiwiSaver Scheme
Updates
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It's fantastic to be acknowledged again as a finalist for the Best Ethical KiwiSaver Provider at the Mindful Money Ethical and Impact Investment Awards. Looking forward to the event!
We are thrilled to announce the Finalists for the 4th Annual Ethical and Impact Investment Awards! 🌿🏆 These outstanding investors and individuals have shown a strong commitment to promoting sustainability and impact through their investment practices. Their dedication to ethical investing serves as an inspiration to the entire investment community. Our expert panel of 25 independent judges have selected the finalists from a highly competitive pool of entries across 8 categories, including private capital, venture capital, and asset-owning institutions. The finalists are: Best Ethical KiwiSaver Provider (sponsored by Public Trust): - Generate KiwiSaver Scheme - MAS - Medical Assurance Society - Pathfinder Asset Management Limited - Simplicity Best Ethical Investor: - Climate VC Fund - Harbour Asset Management - Pathfinder Asset Management Limited Best New Ethical or Impact Fund: - Betashares Australian Sustainability Leaders Fund - Betashares New Zealand Global Sustainability Leaders Fund - Devon Funds Management Artesian (Alternative Investments) Green and Sustainable Bond Fund Best Impact Investment Fund: - Climate VC Fund - Purpose Capital Best Net Zero and Climate Action Investor (sponsored by Morningstar Sustainalytics): - Climate VC Fund - NZ Super Fund Best Ethical Overseas Fund: - Australian Ethical Investment Australian Shares Fund - Pengana Capital Group WHEB Impact Fund - Stewart Investors Worldwide Leaders Sustainability Fund Best Ethical Financial Adviser: - Ethical Investing NZ Ltd - Evergreen Advice Limited - Moneyworks NZ Limited Best Media Reporting on Ethical Investment: - Eloise Gibson, RNZ/Stuff - Greg Hurrell, BusinessDesk NZ - Steven Moe, Seeds Podcast - William Mace, NBR - National Business Review Join us in celebrating these finalists! 🎉 Limited tickets are still available for the day: https://lnkd.in/gXAZyyJD #MindfulMoneyAwards #EthicalInvestment #SustainableInvesting #ImpactInvesting #KiwiSaver
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Getting into the right KiwiSaver fund early can significantly affect your balance, by the time you're ready to make a withdrawal. That's why our KiwiSaver advisers go the extra mile, and get out to meet Kiwis (in all sorts of places) to explain exactly how KiwiSaver works and how to make the most of it. Unlock the potential of your KiwiSaver account with expert advice from our friendly advisers. We can come and meet you almost anywhere. Book an advice meeting today: https://lnkd.in/gCjwT8b4 #KiwiSaver #Betterworkstories #expertadvicepaysoff This video is based on a real meeting with a Generate KiwiSaver Adviser, some creative licence has been used for the purpose of the video. No part of the video is intended as financial advice; it is intended as general information only. To see our Financial Advice Disclosure Statement, please see Generate FAP Disclosure Statement. The issuer is Generate Investment Management Ltd. A copy of our Product Disclosure Statement is available at https://lnkd.in/gME_2ZpC
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We’re excited to share our new charity partnership with the Spirit of Adventure Trust! Just as we’re dedicated to empowering Kiwis get where they want to be (in retirement), the Spirit of Adventure Trust is committed to helping our young people develop essential life skills and the resilience they'll need to get where they want to be in their lives. Find out more: https://lnkd.in/gjPgckh5 The issuer is Generate Investment Management Ltd. A copy of the scheme PDS can be found at https://lnkd.in/gTAV4BDx
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We’re proud to be sponsoring Keep The Change. Not only is it an awesome Kiwi podcast, but host, Luke Kemeys (CA), has such an admirable personal goal; to help 100,000 Kiwi’s improve their financial literacy. This is right up our alley, as our goal at Generate is to empower Kiwis to make smart KiwiSaver decisions that will help them be better off at retirement. Teaming up with Keep The Change means we can reach more people and help make these goals a reality. The issuer is Generate Investment Management Ltd. A copy of the scheme PDS can be found at https://lnkd.in/gTAV4BDx
Some big news out of the Keep The Change camp! After 4 years and 500 episodes, we have a podcast sponsor in Generate KiwiSaver Scheme. I believe 100,000 kiwis with better financial literacy will create a better New Zealand. The team at Generate KiwiSaver Scheme are helping me reach this goal. Thanks to everyone who has helped me make this possible ❤️ Let’s go!!
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Expert advice can add long-term value to your savings. That's why our KiwiSaver Advisers, like Bevan, actually get out and meet with Kiwis (in all sorts of places!) to talk about how KiwiSaver works and how to make the most of it. If you've never got KiwiSaver advice before, get in touch with one of our friendly advisers today. A smart KiwiSaver decision now could really pay off over the long term. Get in touch today: https://lnkd.in/gCjwT8b4 #KiwiSaver #Betterworkstories This video is based on a real meeting with a Generate KiwiSaver Adviser, some creative licence has been used for the purpose of the video. No part of the video is intended as financial advice: it is intended as general information only. To see our Financial Advice Disclosure Statement, please see Generate FAP Disclosure Statement. The issuer is Generate Investment Management Ltd. A copy of our Product Disclosure Statement is available at https://lnkd.in/gME_2ZpC
Generate Adviser Stories | Bevan and the Bunker
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Fantastic to be awarded a Consumer NZ People's Choice Award for KiwiSaver for the third year in a row! It's a testament to our focus on delivering strong long-term returns for our members and quality service and advice. The last performance results from the quarterly Morningstar KiwiSaver Survey showed our funds in the top two of their respective categories for 10-year returns - and we're keeping our eyes peeled for the next report due in a few weeks. 🏅Generate KiwiSaver Moderate Fund ranked 1st for 10-year returns in the NZ Multi Sector Moderate Category* 🏅Generate KiwiSaver Growth Fund ranked 2nd for 10-year returns in the NZ Multi Sector Growth Category* 🏅Generate KiwiSaver Focused Growth Fund ranked 2nd for 10-year returns in the NZ Multi Sector Aggressive Category* https://lnkd.in/g-XtbF4V Huge thanks to our amazing team and loyal members for making this possible! *Source: Morningstar KiwiSaver Survey December Quarter End 2023. The Generate Focused Growth Fund returns ranked 2nd out of 8 NZ Multi Sector Aggressive Category Funds, the Generate Growth Fund ranked 2nd out of 14 NZ Multi Sector Growth Category Funds and the Generate Moderate Fund ranked 1st out of 12 NZ Multi Sector Moderate Category Funds, for a period of 10 years as of 31/12/2023. © 2024 Morningstar, Inc. All rights reserved. Neither Morningstar, its affiliates, nor the content providers guarantee the data or content contained herein to be accurate, complete or timely nor will they have any liability for its use or distribution in New Zealand. Past performance does not guarantee future returns. Investment involves risk and returns can be negative as well as positive. The issuer is Generate Investment Management Limited. To see our PDS visit https://lnkd.in/gCjGX3gv.
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We're delighted to share that Generate has been selected as a finalist for the Diversified Growth Fund Manager of the Year Award at the upcoming INFINZ Awards next month. Our Investment Team work hard to deliver strong results for our members, and it's fantastic to have this recognised at such a well-regarded industry event. Congratulations to all the other nominees. The issuer is Generate Investment Management Limited. To see our PDS visit https://lnkd.in/gCjGX3gv.
We are delighted to announce the finalists for the 2024 INFINZ Awards! Each year, the INFINZ Awards serve as a testament to the remarkable achievements and contributions made by organisations and individuals shaping the financial landscape in New Zealand. Congratulations to all the finalists for their outstanding work and dedication - your commitment to excellence is truly commendable. We would also like to thank our valued sponsors for their ongoing support of INFINZ and the industry as a whole. The winners will be announced at the highly anticipated, and sold out, Gala Dinner on Thursday 16th May 2024, at Shed 10, Queens Wharf, Auckland City. Click here for a list of the FINALISTS: https://lnkd.in/gKMp-5d Bernice Archer Jim McElwain Sarah Raudkivi Minhinnick Public Trust NZX Limited Link Market Services Fitch Ratings Chapman Tripp BusinessNZ TMNZ PwC New Zealand MinterEllisonRuddWatts Computershare New Zealand Hunter Campbell Johnson Partners New Zealand Trade and Enterprise BDO in New Zealand Mosaic
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Watch our latest Investment Update video to hear our Global Equities Portfolio Manager, Nathan Field, update us on the Thematic fund, how AI is impacting investments, and if the US election will impact markets. This month's investment update was hosted by Generate adviser, Stephanie Whittaker. https://lnkd.in/gnk-EQMu Please tune in and let us know what you think. #Generate #InvestmentUpdate No part of this is intended as financial advice; it is intended as general information only. To see our PDS visit https://lnkd.in/gCjGX3gv. The issuer of both schemes is Generate Investment Management Limited.
March Investment Update
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