Generate KiwiSaver funds rank 1st, 2nd and 3rd for the year and 1st, 2nd and 3rd over the past five years in the latest Morningstar KiwiSaver Survey to 31 Mar 19.
Generate's Growth Fund has returned 10.8% p.a. over the last five years after fees (except the $36 member fee)
• Generate Growth Fund was 1st out of 27 for the year and 1st out of 21 over five years in the KiwiSaver growth category.
• Generate Conservative Fund was 2nd out of 19 for the year and 3rd out of 12 over five years in the KiwiSaver moderate category.
• Generate Focused Growth Fund was 3rd out of 10 for 2018 and 2nd out of 7 over five years in the KiwiSaver Aggressive category.
Kiwisaver #betterreturns #valueformoney #kiwisaverperformance
For a copy of the Product Disclosure Statement and advertising disclosures please see www.generatekiwisaver.co.nz/pds
© 2019 Morningstar, Inc. All rights reserved. Neither Morningstar, its affiliates, nor the content providers guarantee the data or content contained herein to be accurate, complete or timely nor will they have any liability for its use or distribution. Any general advice or ‘class service’ have been prepared by Morningstar Australasia Pty Ltd (ABN: 95 090 665 544, AFSL: 240892) and/or Morningstar Research Ltd, subsidiaries of Morningstar, Inc, without reference to your objectives, financial situation or needs. Refer to our Financial Services Guide (FSG) for more information at www.morningstar.com.au/s/fsg.pdf. You should consider the advice in light of these matters and if applicable, the relevant Product Disclosure Statement before making any decision to invest. Our publications, ratings and products should be viewed as an additional investment resource, not as your sole source of information. Past performance does not necessarily indicate a financial product’s future performance. To obtain advice tailored to your situation, contact a professional financial adviser.