Performance of our KiwiSaver Funds

We’ve launched new funds. Find out what’s changed.

Unit Prices and Performance Tables for KiwiSaver Funds

The returns for the Moderate, Growth and Focused Growth Funds are based on the percentage change in the unit price of the fund since inception on April 16th 2013.
The returns for the Defensive, Conservative and Balanced Funds are based on the percentage change in the unit price of the fund since inception on May 16th 2022.

The returns shown are based on the percentage change in the unit price of the fund since inception on April 16th 2013.

Daily Unit Prices
Fund Current Unit Price (as at 16th May 2022)
Generate KiwiSaver Defensive Fund $1.0000
Generate KiwiSaver Conservative Fund $1.0000
Generate KiwiSaver Moderate Fund $1.5402
Generate KiwiSaver Balanced Fund $1.0000
Generate KiwiSaver Growth Fund $1.9814
Generate KiwiSaver Focused Growth Fund $2.0679
Fund performance* as at 30th April 2022
Fund
 
1 Month
 
1 Year
 
3 Years
(p.a.)
5 Years
(p.a.)
Since
Inception
(p.a.)
Generate KiwiSaver Defensive Fund - - - - -
Generate KiwiSaver Conservative Fund 0% 0% 0% 0% 0%
Generate KiwiSaver Moderate Fund -1.5% -2.64% 3.89% 5.08% 5.32%
Generate KiwiSaver Balanced Fund - - - - -
Generate KiwiSaver Growth Fund -2.78% -3.42% 6.64% 8.59% 8.73%
Generate KiwiSaver Focused Growth Fund -4.05% -6.11% 6.29% 8.87% 9.22%
*Past performance is not necessarily an indicator of future performance and return periods may differ. Returns are after fees and before taxes.

Generate KiwiSaver Defensive Fund performance* as at 30th April 2022
Not yet available. This is a new fund that launched in May 2022.
Generate KiwiSaver Conservative Fund performance* as at 30th April 2022
Not yet available. This is a new fund that launched in May 2022.
Generate KiwiSaver Moderate Fund performance* as at 30th April 2022
Note: This fund was formerly known as Conservative Fund, but was renamed to Moderate Fund on 16 May 2022.
Generate KiwiSaver Balanced Fund performance* as at 30th April 2022
Not yet available. This is a new fund that launched in May 2022.
Generate KiwiSaver Growth Fund performance* as at 30th April 2022
Generate KiwiSaver Focused Growth Fund performance* as at 30th April 2022

* Past performance is not necessarily an indicator of future performance and return periods may differ.

Returns are after fees and before taxes.