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Generate fund performance – November 2021

Posted in Investing News & Insights, Kiwisaver on

November was a busy month as markets around the world flipped between ‘risk on’ and ‘risk off’. This was largely driven by frequent headlines of supply chain constraints, inflation, and tightening monetary policies. A new coronavirus variant, Omicron, emerged late in the month, creating further unease.

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Generate Contributor

Generate Contributor

November market update

Posted in Investing News & Insights on

November was a volatile month as markets grappled with central bank actions to combat inflation and on-going doubts over economic growth from Covid restrictions.

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Generate Contributor

Generate Contributor

Generate voted best KiwiSaver Fund Manager by Advisers nationwide

Posted in Investing News & Insights, Kiwisaver, Our Team on

We’re proud to have won the Advisers’ Choice Award for KiwiSaver at the Research IP Fund Manager of the Year Awards 2021.

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Generate Contributor

Generate Contributor

A Sustainable Business Award win for Generate & Community Finance!

Posted in Investing News & Insights, Kiwisaver, Our Team, Responsible Investing on

We’re proud to have won the Outstanding Collaboration Award at the 2021 Sustainable Business Awards, along with our partner, Community Finance!

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Generate Contributor

Generate Contributor

Watch now: Making money a force for good (Seminar replay)

Posted in Events & Webinars, Responsible Investing on

Mindful Money - Ethical KiwiSaver seminar

As leaders in Responsible Investment, we were excited to be part of the Mindful Money: Making Money a Force for Good seminar series recently. Watch the YouTube replay now.

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Generate Contributor

Generate Contributor

Generate wins top KiwiSaver service award in Quality Service Awards

Posted in Investing News & Insights, Kiwisaver, Our Team on

We’re thrilled to share that the Generate KiwiSaver team have won Gold in the 2022 Reader’s Digest Quality Service Awards, in the Superannuation category.

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Generate Contributor

Generate Contributor

Generate fund performance - October 2021

Posted in Investing News & Insights, Kiwisaver on

Our funds had a strong month in October, supported by gains in global share markets. The fund with the largest allocation to global shares, the Focused Growth Fund, enjoyed the largest gain of 1.55%. The similarly positioned Focused Growth Trust returned 1.46%.

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Generate Contributor

Generate Contributor

October market update

Posted in Investing News & Insights on

Inflation remained the dominant topic across markets in October. Specifically, that inflation is lingering for longer than expected and the potential policy response from global central banks.

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Henry Tongue

Henry Tongue

Financial Markets Q&A with Investment Experts from Magellan and T.Rowe Price - Generate Conference 2021

Posted in Events & Webinars, Kiwisaver on

At the Generate Conference 2021, Sam Goldwater, Generate’s Lead Portfolio Manager sat down with investment experts, Arvid Streimann of Magellan Asset Management, and Samuel Ruiz of T. Rowe Price, to discuss the current financial climate and how they’re actively responding to market challenges. Watch the replay now.

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Henry Tongue

Henry Tongue

KiwiSaver Q&A with our Portfolio Management team – Generate KiwiSaver Conference 2021

Posted in Events & Webinars, Kiwisaver on

Catch a replay of the Generate Investment Panel from our KiwiSaver Conference this year, and see how our Portfolio Management team answered questions on KiwiSaver and Investment funds submitted by our Advisor community.

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