The Latest Morningstar Survey is out!

Posted by Andrew Bolland in Kiwisaver, Retirement, Savings on

We are delighted to announce that all Generate KiwiSaver funds have ranked either 1st, 2nd or 3rd in their respective Morningstar categories over the past five years to 31 March 2020.*

This is the sixth consecutive quarter (since December 2018) all of our funds have been on the podium for five year performance.

The Focused Growth Fund has been in the top three for 1-year performance every quarter since December 2017 and the top three for 5-year performance every quarter since June 2018.

KiwiSaver Survey March Quarter 2020

  • The Generate Conservative Fund ranked 3rd out of 21 funds for 1-year and 1st out of 17 funds for 5-year returns in the Multi Sector Moderate category.

  • The Generate Growth Fund ranked 5th out of 29 funds for 1-year and 3rd out of 23 funds for 5-year returns in the Multi Sector Growth category.

  • The Generate Focused Growth Fund ranked 2nd out of 10 funds for 1-year and 2nd out of 7 funds for 5-year returns in the Multi Sector Aggressive category.

*See www.generatewealth.co.nz/pds for details