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Generate Focused Growth fund is the #1 performing for the financial year ended 31 March 2018.

Posted in Kiwisaver, Retirement, Savings on

Generate Focused Growth fund is the #1 performing and therefore best value for money KiwiSaver Diversified Growth Fund for the financial year ended 31 March 2018. Returning 14.85% for the year after fees! Disclaimer: Past performance is not a reliable indicator of future performance. Returns are after fees and before taxes and administration fees. Results are from the FundSource website for KiwiSaver Diversified Growth Funds.

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2018 Roadshow Presentation

Posted in Kiwisaver, Retirement, Savings on

Active v Passive? Platinum International Fund has returned 13% p.a. since inception which is close to double what global markets have offered over that 23 year time period. They are one of Generate's underlying fund managers and here is a great presentation from them.

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Henry Tongue

Henry Tongue

Should teens learn essential life skills at school?

Posted in Kiwisaver, Retirement, Savings on

English, Biology Statistics and everything in between are still obviously essential school subjects. But Erin Reilly thinks a Life class is essential too – one that should be compulsory. In this class, students could learn how to be safe (and kind) on the internet, including how to identify fake news and read critically. It would dive right into money management; not simply budgeting, but making money work for them including spending well, saving, investing, giving, Kiwisaver and retirement, buying a house.

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New Zealand has one of least generous pensions: OECD report

Posted in Kiwisaver, Retirement, Savings on

Retirees in the Netherlands receive more than 100 per cent of their country's average working wage but Kiwi superannuitants get just 43 per cent - ranking it 6th worst equal with Australia. But it could be worse.

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Henry Tongue

Henry Tongue

Plague of financial insecurity, and those unwilling to be victims to it

Posted in Retirement, Savings on

Eight in 10 people believed it was "up to them" to pay for their retirement, Mercer reported in a global survey on "The New Imperative for Financial Security". Half of people surveyed believed they were solely responsible, believing governments would not be able to pay living pensions as populations in the developed world aged. And Mercer found what appeared to be a willingness by the majority of people to do more to give themselves a rosier financial future.

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Generate #1 performance in two categories for 2017

Posted in Kiwisaver, Retirement, Savings on

The latest KiwiSaver survey for calendar year 2017 shows the following fantastic results for the Generate Funds: * The Generate Focused Growth Fund's return was 1st for calendar year 2017 in the KiwiSaver Aggressive category with an after-fee return of 23.9%. * The Generate Growth Fund's return was 1st for calendar year 2017 in the KiwiSaver Growth category with an after-fee return of 19.1%.

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Retirees rely on state pension as savings run out

Posted in Retirement, Savings on

Most retirees will use up their savings in just 10 years and rely solely on the state pension after that, a new research suggests. More than two-thirds of retirement-age Kiwis surveyed in Financial Services (FSC) Council research felt they would not have enough income to live comfortably. Retirees, on average, expected to have $218 less to spend each week than what they think they would need. The gap was even wider for those still paying off a mortgage or renting.

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This is the Future as according to Hamish Douglass - Magellan Lead Portfolio Manager

Posted in Savings on

Lisen to Hamish Douglass, the Lead Portfolio Manager from Magellan, speak about the future of investing. Hamish discusses a wide range of topics from his biggest influences to the most impactful trends that are driving his investment strategy today.

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Henry Tongue

Henry Tongue

Switching to self-employed? There's lots to consider

Posted in Savings on

Who knew that self-employment could lead to radical saving? There's typically more cash to handle than as an employee, but the flow is usually uneven, nothing like a fortnightly pay cheque. And there's no annual or sick leave, either. So running under our own steam calls for savvy money management, and it's a great opportunity to lift our money skills.

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Generate Focused Growth 1st for 3 year performance

Posted in Kiwisaver, Savings on

The recently released FundSource Performance Tables show the Generate Focused Growth Fund 1st out of 29 growth funds for 3 year performance!

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