Generate #1 KiwiSaver Fund in two categories at 31 May 2018

Posted by Weini Winslow in Kiwisaver, Retirement, Savings on

The latest KiwiSaver performance tables show the following fantastic results for the Generate Funds:

  • The Generate Focused Growth Fund's return was 1st in the KiwiSaver Diversified Growth category for the year to 31 May 2018 with an after-fee return of 16.14% versus the average of 10.96%
  • The Generate Conservative Fund's return was 1st in the KiwiSaver Diversified Defensive category for the year to 31 May 2018 with an after-fee return of 7.02% versus the average of 4.43%

Generate's 3 year performance remains strong. On a three-year basis to 31 May 2018:

  • The Focused Growth Fund's 3 year return was 4th in the KiwiSaver Diversified Growth category with an after-fee return of 9.31% p.a.
  • The Growth Fund's 3 year return was 6th in the KiwiSaver Diversified Growth category, with an after-fee return of 8.58% p.a.
  • The Conservative Fund's 3 year return was 1st in the KiwiSaver Diversified Defensive category, with an after-fee return of 6.0% p.a. Click here to see the full survey for these categories.

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 KiwiSaver Performance Tables.