- 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 September 2024¹
1 month
0.71%
1 year
9.49%
3 years p.a.
-
5 years p.a.
-
10 years p.a.
-
Since inception p.a.
4.67%
1 month
0.75%
1 year
12.22%
3 years p.a.
-
5 years p.a.
-
10 years p.a.
-
Since inception p.a.
6.03%
1 month
0.71%
1 year
14.5%
3 years p.a.
4.13%
5 years p.a.
4.51%
10 years p.a.
6.01%
Since inception p.a.
5.66%
1 month
0.65%
1 year
17.23%
3 years p.a.
-
5 years p.a.
-
10 years p.a.
-
Since inception p.a.
9.55%
1 month
0.59%
1 year
21.1%
3 years p.a.
5.56%
5 years p.a.
7.48%
10 years p.a.
9.36%
Since inception p.a.
9.01%
1 month
0.57%
1 year
24.65%
3 years p.a.
6.53%
5 years p.a.
8.66%
10 years p.a.
10.09%
Since inception p.a.
9.83%
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 September 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.
Daily Unit Prices
As at 21 October 2024
How we compare against the industry average
Comparison over a 10-year period as of 30 of June 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.
Disclaimers