Generate KiwiSaver Scheme

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.

Like many Kiwis, today the Generate team celebrated #PinkShirtDay, to promote a safe, friendly, diverse team environment where collaboration is key and everyone feels valued and respected. Kudos to the team for their fantastic colour coordination! 🌸

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!

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

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

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

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

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.  

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.

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.