Advertising disclosures

The Issuer is Generate Investment Management Limited.

View a copy of the:

To see our Prize Draw terms and conditions, see:  Generate & Win How to Enter (Prize Draw T&C's) 


Disclaimer:

The information provided is of a general nature only and does not constitute an offer or a solicitation of an offer to buy or sell securities and/or any other financial products or services. The information is not intended to be legal, investment or financial advice and does not take into account personal circumstances or investment needs. No investment decision should be made based on this information without first obtaining appropriate professional advice. Past performance is not a reliable indicator of future performance.


SuperRatings:

The ratings issued by SuperRatings Pty Ltd ABN 95 100 192 283 AFSL 311880 (SuperRatings) for Generate KiwiSaver Scheme (‘Gold’ rating), are as of 23 November 2021. SuperRatings does not guarantee the data or content contained herein to be accurate, complete or up-to-date, and it will not have any liability for its use or distribution. Ratings are not financial advice for the purposes of the Financial Markets Conduct Act 2013. Consider your personal circumstances, read the product disclosure statement and seek independent financial advice before investing. SuperRatings uses objective criteria and receives a fee for publishing awards. Visit superratings.com.au for ratings information and to access the full report. © 2021 SuperRatings. All rights reserved.


Morningstar performance ratings:

Performance highlights from the Morningstar KiwiSaver Survey March Quarter 2022, as at 31 March 2022:

  • Generate Conservative Fund ranked 6th out of 24 funds for 3-year and 1st out of 22 funds for 5-year returns in the NZ Multi Sector Moderate category.
  • Generate Growth Fund ranked 15th out of 30 funds for 3-year and 4th out of 28 funds for 5-year returns in the NZ Multi Sector Growth category.
  • Generate Focused Growth Fund ranked 8th out of 14 funds for 3-year and 2nd out of 12 funds for 5-year returns in the NZ Multi Sector Aggressive category.

Performance highlights from the Morningstar KiwiSaver Survey December Quarter 2021, as at 31 December 2021:

  • Generate Conservative Fund ranked 10th out of 24 funds for 3-year and 8th out of 22 funds for 5-year returns in the NZ Multi Sector Moderate category.
  • Generate Growth Fund ranked 18th out of 30 funds for 3-year and 5th out of 28 funds for 5-year returns in the NZ Multi Sector Growth category.
  • Generate Focused Growth Fund ranked 6th out of 14 funds for 3-year and 2nd out of 12 funds for 5-year returns in the NZ Multi Sector Aggressive category.

Performance highlights from the Morningstar KiwiSaver Survey September Quarter 2021, as at 30 September 2021:

  • Generate Conservative Fund ranked 6th out of 24 funds for 3-year and 10th out of 22 funds for 5-year returns in the NZ Multi Sector Moderate category.
  • Generate Growth Fund ranked 10th out of 30 funds for 3-year and 5th out of 28 funds for 5-year returns in the NZ Multi Sector Growth category.
  • Generate Focused Growth Fund ranked 4th out of 14 funds for 3-year and 2nd out of 12 funds for 5-year returns in the NZ Multi Sector Aggressive category.

Performance highlights from the Morningstar KiwiSaver Survey June Quarter 2021, as at 30 June 2021:

  • Generate Conservative Fund ranked 2nd out of 22 funds for 3-year and 8th out of 19 funds for 5-year returns in the NZ Multi Sector Moderate category.
  • Generate Growth Fund ranked 5th out of 28 funds for 3-year and 4th out of 24 funds for 5-year returns in the NZ Multi Sector Growth category.
  • Generate Focused Growth Fund ranked 2nd out of 13 funds for 3-year and 1st out of 10 funds for 5-year returns in the NZ Multi Sector Aggressive category.

Performance highlights from the Morningstar KiwiSaver Survey March Quarter 2021, as at 31 March 2021:

  • Generate Conservative Fund ranked 1st out of 21 funds for 3-year and 7th out of 19 funds for 5-year returns in the NZ Multi Sector Moderate category.
  • Generate Growth Fund ranked 4th out of 27 funds for 3-year and 5th out of 24 funds for 5-year returns in the NZ Multi Sector Growth category.
  • Generate Focused Growth Fund ranked 3rd out of 12 funds for 3-year and 3rd out of 11 funds for 5-year returns in the NZ Multi Sector Aggressive category.

To view the latest MorningStar KiwiSaver Survey, see https://www.morningstar.com.au/Funds/KiwiSaverReports

© 2022 Morningstar, Inc. All rights reserved. Neither Morningstar, its affiliates, nor the content providers guarantee the data or content contained herein to be accurate, complete or timely nor will they have any liability for its use or distribution. Any general advice or ‘regulated financial advice’ under New Zealand law has been prepared by Morningstar Australasia Pty Ltd (ABN: 95 090 665 544, AFSL: 240892) and/or Morningstar Research Ltd, subsidiaries of Morningstar, Inc, without reference to your objectives, financial situation or needs. For more information refer to our Financial Services Guide (AU) or Financial Advice Provider Disclosure Statement (NZ) at  www.morningstar.com.au/s/fsg.pdf  and  www.morningstar.com.au/s/fapds.pdf . You should consider the advice in light of these matters and if applicable, the relevant Product Disclosure Statement before making any decision to invest. Our publications, ratings and products should be viewed as an additional investment resource, not as your sole source of information. Past performance does not necessarily indicate a financial product’s future performance. To obtain advice tailored to your situation, contact a professional financial adviser. All returns are shown after fees (except any membership fees charged in dollars, Generate charges $36p.a)


Quality Service Award:

Generate was voted the Gold winner at the Reader’s Digest Quality Service Awards 2022, in the Superannuation category. Over 2000 kiwis were independently surveyed for this award. See details: www.qualityserviceawards.co.nz/showcase/Generate.asp


April 2020: Data Security Incident. More details can be found here.