Generate #1 performance in two categories for 2017

Posted by 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%.

Generate's 3 year performance remains strong. On a three-year basis (to the end of December 2017):

  • The Focused Growth Fund's 3 year return was 2nd in the KiwiSaver Aggressive category with an after-fee return of 11.7% p.a.
  • The Growth Fund's 3 year return was 6th in the KiwiSaver Growth category, with an after-fee return of 10.7% p.a.
  • The Conservative Fund's 3 year return was 5th in the KiwiSaver Moderate category, with an after-fee return of 6.5% p.a.

Click here to see the full survey for these categories.