Checked your account recently? Click here to login to view your account online. |
|
Unit Prices as at 31 October 2017 ($) Focused Growth 1.5919Growth 1.5113 Conservative 1.2715 |
|
Funds under Management as at 31 October 2017: $593.0 million |
|
In other news Bank and boutique back up in September quarter |
|
Your online account Remember you can see your balance, transactions and returns on your savings via your Generate KiwiSaver Scheme online account. To access it click on “Member Login” at the top of our home page. Should you need to reset your log-in details please click on “Forgot your password” and follow the simple instructions. |
|
Contact Us If you have any questions after reading your newsletter, give us a call on 0800 855 322 or email us at info@generatekiwisaver.co.nz and we would be more than happy to help.We thank you for your support. The Generate Team |
|
Disclaimer The Generate KiwiSaver Scheme Member Newsletter has been prepared by Generate Investment Management Limited. It is based on information believed to be accurate and reliable although no guarantee can be given that this is the case. Clients, directors or employees of Generate Investment Management Limited may have an interest or holding in companies and securities mentioned in the newsletter. No part of the newsletter is intended as financial advice. For more information about the Scheme please refer to the Generate KiwiSaver Scheme Product Disclosure Statement. |
Generate KiwiSaver Newsletter - November 2017Welcome to the November edition of the Generate KiwiSaver Scheme Newsletter. October saw the growth funds post stellar returns with the highlight being the Focused Growth Fund returning 5.10% for the month (after fees and before tax). More on this later… |
|
Performance of Our FundsReturns to 31 October 2017 (after fees* and before tax).
|
||||||||||||||||
|
Our constructive view on global equities was warmly rewarded in October with the growth funds powering ahead. Strong earnings from a number of big tech companies that the growth funds are directly invested in*, coupled with a falling NZD helped propel unit prices higher. The Focused Growth and Growth funds returned 5.10% and 3.54% respectively. The Conservative Fund notched a 0.63% gain over the month. |
||||
|
Time for a breather? |
||||
|
Warren Buffett wisdomsAfter 50 years at the helm of Berkshire Hathaway (which is currently one of the largest investments for both of our growth funds) Warren Buffett has become widely regarded as one of the world’s greatest investors. In his annual letters to shareholders, and in various interviews he has given, he has shared many of the lessons he has learned during his career. This month: |
|
Investing 101Time in the market |
|
Top Holdings as of 31 October 2017Please log in to your account to see your full portfolio breakdown.
|
|||||||||||||||||||||||||||||||||||||||||||||||||||||||||
|
Large Cap International Stock SpotlightAlphabet Inc
|
It takes less than 2 minutes whether new or transferring
We can call you or you can call us on
Individuals or joint accounts only. Any other entities please call us.
TOP