We’re proud to announce that we’ve once again delivered standout performance for our members, with all three of our original KiwiSaver funds ranking in the top three for 10-year returns, according to the latest Morningstar KiwiSaver Survey (to 30 June 2025).
- The Generate KiwiSaver Moderate Fund ranked 1st out of 14 funds for 10-year returns to 30 June 2025 – with a 5.7% annualised return. It’s been in 1st place every quarter it's been eligible since June 2023.
- The Generate KiwiSaver Growth Fund ranked 2nd out of 14 funds for 10-year returns to 30 June 2025 – with a 8.5 % annualised return. It’s been in the top three for 10-year returns every quarter it's been eligible since June 2023.
- The Generate KiwiSaver Focused Growth Fund ranked 3rd out of 8 funds for 10-year returns, to 30 June 2025 – with a 9.2 % annualised return. It’s held one of the top three spots on the podium for 10-year returns every quarter since June 2023.
These consistent results reinforce our commitment to long-term performance, a key reason more Kiwis are joining our scheme every day. That matters more than ever, as Kiwis become increasingly discerning about their KiwiSaver accounts and more educated on the importance of strong, consistent returns.
This shift is also reflected in industry trends. In the most recent financial year, Generate was the second most popular provider by dollar amount of funds transferred in – a clear sign of growing trust and a move away from big-bank providers towards independent specialists like Generate.
As well as prioritising performance, as always we’re committed to superior customer experience and empowering our members with good advice. We’ve been awarded the prestigious Consumer NZ People's Choice Award for KiwiSaver for the past four years, and named a Reader’s Digest Trusted Brand for the past three.