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The Issuer is Generate Investment Management Limited.

Please click for a copy of the Generate KiwiSaver Scheme Product Disclosure Statement.

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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.

Performance highlights from https://www.morningstar.com.au/Funds/FundReport/23849 for the period to 31 August 2019 in the NZ Multi-Sector Aggressive Category:

  • Generate KiwiSaver Scheme Focused Growth Fund ranked 1st out of 21 funds for 1-year to 31 August 2019 and 1st out of 17 funds for 5-year returns.

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

  • Generate Conservative Fund ranked 1st out of 18 funds for 1-year and 3rd out of 14 funds for 5-year returns in the NZ Multi Sector Moderate category.
  • Generate Growth Fund ranked 1st out of 27 funds for 1-year and 3rd out of 21 funds for 5-year returns in the NZ Multi Sector Growth category.
  • Generate Focused Growth Fund ranked 3rd out of 10 funds for 1-year and 2nd out of 8 funds for 5-year returns in the NZ Multi Sector Aggressive category.

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

  • Generate Conservative Fund ranked 2nd out of 19 funds for 1-year and 3rd out of 12 funds for 5-year returns in the NZ Multi Sector Moderate category.
  • Generate Growth Fund ranked 1st out of 27 funds for 1-year and 1st out of 21 funds for 5-year returns in the NZ Multi Sector Growth category.
  • Generate Focused Growth Fund ranked 3rd out of 10 funds for 1-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 2018, as at 31 December 2018:

  • Generate Conservative Fund ranked 1st out of 19 funds for 1-year and 2nd out of 12 funds for 5-year returns in the  NZ Multi Sector Moderate category.
  • Generate Growth Fund ranked 3rd out of 27 funds for 1-year and 3rd out of 21 funds for 5-year returns in the NZ Multi Sector Growth category.
  • Generate Focused Growth Fund ranked 1st out of 10 funds for 1-year and 1st out of 7 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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