Generate's KiwiSaver funds continue to rank among New Zealand's top performers for 10-year returns, according to the latest Morningstar report.
Generate has continued its strong track record of long-term investment performance, with its three original KiwiSaver funds achieving high rankings in the latest Morningstar KiwiSaver 360 report for the June 2026 quarter.
Generate funds achieve strong 10-year KiwiSaver rankings
As at 30 June 2026:
- Generate Focused Growth Fund ranked 1st out of 10 funds for 10-year returns in the New Zealand Multi-Sector Aggressive category*.
- Generate Moderate Fund ranked 3rd out of 16 funds for 10-year returns in the New Zealand Multi-Sector Moderate category*.
- Generate Growth Fund ranked 4th out of 17 funds for 10-year returns in the New Zealand Multi-Sector Growth category*.
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Why long-term KiwiSaver performance matters for investors
Generate Chief Executive Henry Tongue said the consistency reflects the company's unwavering focus on long-term outcomes.
"Performance is a key focus for Generate. KiwiSaver is a long-term investment, and we're committed to delivering strong long-term returns through disciplined active management, helping New Zealanders grow their retirement savings."
Generate's active investment approach supports long-term outcomes
While Generate is especially proud of these latest results, quarterly rankings may fluctuate and past performance doesn’t guarantee future results.
Growth in members and funds under management reflects confidence
The latest Morningstar rankings follow a period of significant milestones for Generate, including surpassing $10 billion in funds under management and welcoming its 200,000th KiwiSaver member. Around 90% of Generate members have joined after receiving KiwiSaver advice**, reflecting Generate's long-standing belief that informed decisions can lead to better financial outcomes.
* See disclaimer below.
** Generate data as at 31 March 2026.