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Generate fund performance – November 2021

Posted in Investing News & Insights, Kiwisaver on Dec 07, 2021

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.

Generate Contributor

November market update

Posted in Investing News & Insights on Dec 07, 2021

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.

Generate Contributor

Generate voted best KiwiSaver Fund Manager by Advisers nationwide

Posted in Investing News & Insights, Kiwisaver, Our Team on Dec 06, 2021

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

Generate Contributor

A Sustainable Business Award win for Generate & Community Finance!

Posted in Investing News & Insights, Kiwisaver, Our Team, Responsible Investing on Nov 26, 2021

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

Generate Contributor

Generate wins top KiwiSaver service award in Quality Service Awards

Posted in Investing News & Insights, Kiwisaver, Our Team on Nov 22, 2021

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.

Generate Contributor

Generate fund performance - October 2021

Posted in Investing News & Insights, Kiwisaver on Nov 05, 2021

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%.

Generate Contributor

October market update

Posted in Investing News & Insights on Nov 05, 2021

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.

Henry Tongue

Jenny Ruth: Recognising and lauding a business hero

Posted in Investing News & Insights, Kiwisaver on Aug 05, 2021

New Zealand isn't that great at recognising our business heroes, let alone lauding them. And I bet if this column was tearing Infratil and its manager, HRL Morrison & Co, to shreds for fee "gouging", it would attract a much bigger audience.

Generate Contributor

Mobilising impact investment for Social Housing

Posted in Investing News & Insights, Responsible Investing on Oct 29, 2020

Last night Sam Goldwater, Generate's Lead Portfolio Manager, spoke to Barry Coates of Mindful Money about Generate's pioneering KiwiSaver investment into community housing. Watch Sam's, Barry's and representatives from the Salvation Army and Community Finance's discussion here.

Elizabeth Harding

A Q&A with Generate’s Lead Portfolio Manager

Posted in Events & Webinars, Investing News & Insights, Kiwisaver on May 19, 2020

We have recorded a Q&A session with Sam Goldwater, Generate Lead Portfolio Manager and Co-founder. Sam shares his insight into Generate's asset allocations and current investment strategies by answering questions from advisers.

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