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Generate was the proud winner of the KiwiSaver Manager of the Year Award 2019 at the Good Returns Fund Manager of the Year awards, 28 November 2019. The awards are powered by Research IP and are based on one-year returns and a number of other factors to ensure the winners in each category are not “one hit wonders”. Full details of the winners are available here.

The Issuer is Generate Investment Management Limited.

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Past performance is not a reliable indicator of future performance.

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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. 

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Performance highlights from the Morningstar KiwiSaver Survey March Quarter 2020, as at 31 March 2020:

  • Generate Conservative Fund ranked 3rd out of 21 funds for 1-year, 1st out of 20 funds for 3-year and 1st out of 17 funds for 5-year returns in the NZ Multi Sector Moderate category.
  • Generate Growth Fund ranked 5th out of 29 funds for 1-year, 1st out of 28 funds for 3-year and 3rd out of 23 funds for 5-year returns in the NZ Multi Sector Growth category.
  • Generate Focused Growth Fund ranked 2nd out of 10 funds for 1-year, 1st out of 9 funds for 3-year and 2nd out of 7 funds for 5-year returns in the NZ Multi Sector Aggressive category.

Performance highlights from the Morningstar KiwiSaver Survey December Quarter 2019, as at 31 December 2019:

  • Generate Conservative Fund ranked 2nd out of 20 funds for 1-year and 2nd out of 15 funds for 5-year returns in the NZ Multi Sector Moderate category.
  • Generate Growth Fund ranked 2nd out of 29 funds for 1-year and 3rd out of 22 funds for 5-year returns in the NZ Multi Sector Growth category.
  • Generate Focused Growth Fund ranked 2nd out of 8 funds for 1-year and 2nd out of 6 funds for 5-year returns in the NZ Multi Sector Aggressive category.

Performance highlights from the Morningstar KiwiSaver Survey September Quarter 2019, as at 30 September 2019:

  • Generate Conservative Fund ranked 1st out of 20 funds for 1-year and 2nd out of 15 funds for 5-year returns in the NZ Multi Sector Moderate category.
  • Generate Growth Fund ranked 2nd out of 29 funds for 1-year and 3rd out of 22 funds for 5-year returns in the NZ Multi Sector Growth category.
  • Generate Focused Growth Fund ranked 1st out of 8 funds for 1-year and 2nd out of 6 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

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Morningstar Awards 2020 ©. Morningstar Inc. All Rights Reserved. Generate Investment Management nominated for KiwiSaver Fund Manager of the Year Award, New Zealand.