1. Generate KiwiSaver Fund Performance

Generate KiwiSaver fund performance

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.

Check out the tables and graphs below to see how our funds are performing over a period of time.

Fund performance as at 30th June 2024¹

This table shows the current and historical performance of our KiwiSaver funds. This information is updated monthly.
Defensive

1 month

0.75%

1 year

6.26%

3 years p.a.

-

5 years p.a.

-

10 years p.a.

-

Since inception p.a.

3.61%

Conservative

1 month

1.02%

1 year

7.4%

3 years p.a.

-

5 years p.a.

-

10 years p.a.

-

Since inception p.a.

4.83%

Moderate

1 month

1.25%

1 year

8.74%

3 years p.a.

2.64%

5 years p.a.

4.29%

10 years p.a.

5.71%

Since inception p.a.

5.4%

Balanced

1 month

1.49%

1 year

10.76%

3 years p.a.

-

5 years p.a.

-

10 years p.a.

-

Since inception p.a.

8.55%

Growth

1 month

2.07%

1 year

14.23%

3 years p.a.

4.15%

5 years p.a.

7.35%

10 years p.a.

9.29%

Since inception p.a.

8.82%

Focused Growth

1 month

2.64%

1 year

17.57%

3 years p.a.

4.86%

5 years p.a.

8.49%

10 years p.a.

10.23%

Since inception p.a.

9.69%

Disclaimer:

*Past performance is not necessarily an indicator of future performance and return periods may differ. Returns are after fees and before taxes. Generate 10 year returns as at 30th June 2024. 10, 5 and 3 year returns are not available for the Generate Defensive, Conservative and Balanced Funds, as these funds only launched in May 2022.

As of 22 July 2024

Defensive
$1.0954
Conservative
$1.1281
Moderate
$1.8038
Balanced
$1.2191
Growth
$2.5615
Focused Growth
$2.8169

How we compare against the industry average

Comparison over a 10-year period as of 31 of March 2024.³ The graphs below show how our KiwiSaver funds are performing against the industry average, these graphs are updated each quarter.

Generate

Morningstar industry average ²

Morningstar is an independent investment research firm that compiles, analyses and ranks KiwiSaver funds.

Disclaimer:

10-year performances for the Defensive, Conservative, and Balanced funds is not available yet as these funds launched in May 2022.

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