Are you on track to get your $521.43 from the Govt.? For every dollar you put into KiwiSaver between 1 July 2017 and 30 June 2018, the Govt. will put in 50c, up to $521.43 if you're eligible. Not sure, give us a call. |
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Unit Prices as at 30 April ($) Focused Growth 1.6245 Growth 1.5457 Conservative 1.2986 |
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Funds under Management as at 30 April 2018: $741.9 million |
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In other news Generate’s Focused Growth Fund the best performing KiwiSaver diversified growth fund for year to 31 March 2018 |
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Your online account Remember you can see your balance, transactions, holdings 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. |
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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. |
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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 Scheme Newsletter – May 2018Welcome to the May edition of the Generate KiwiSaver Scheme Newsletter. Share markets enjoyed a rebound in April. More on this later. |
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Performance of Our FundsReturns to 30 April 2018 (after fees* and before tax).
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As a whole companies released better than expected financial results in the second half of April, which led to a rebound in global share markets. Performance of the Growth and Focused Growth funds were further assisted by a decline in the New Zealand dollar, as it increased the value of their offshore holdings. |
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Positive environment for equities remainsInvestors put aside concerns over rising interest rates and trade wars in April following the release of stronger than expected first quarter results in the second half of the month. |
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Finally, it is worth noting that companies have not achieved these positive surprises solely through tight cost control: 77% of S&P 500 companies that have reported their results generated revenues above analyst forecasts.
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A recap of market movements in AprilIn this recap we provide the total returns (i.e. return with dividends reinvested) in NZ dollars. |
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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: |
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Investment Knowledge Builder - The trade-off between risk and returnOne of the fundamental principles of Finance is that investors prefer certainty to uncertainty. Consequently, they require additional compensation, in the form of higher returns, to invest in an investment with greater risk.
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Top Holdings as of 30 April 2018Please log in to your account to see your full portfolio breakdown.
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