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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. 

The ratings issued by SuperRatings Pty Ltd ABN 95 100 192 283 AFSL 311880 (SuperRatings) for the Generate KiwiSaver Scheme (‘Gold’ rating), are as of 14 October 2020. SuperRatings does not guarantee the data or content contained herein to be accurate, complete or timely nor will they have any liability for its use or distribution. Ratings are general advice or class advice only and are not a personalised financial adviser service under the Financial Advisers Act 2008. Ratings have been prepared without taking account of your objectives, financial situation or needs. Consider your personal circumstances, read the product disclosure statement and seek independent financial advice before investing. Refer to our Financial Services Guide (FSG) for more information at https://www.superratings.com.au/important-documents/. The rating is not a recommendation to purchase, sell or hold any product. Past performance information is not indicative of future performance. Ratings are subject to change without notice and SuperRatings assumes no obligation to update. 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.

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.

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

  • Generate Conservative Fund ranked 1st out of 21 funds for 3-year and 6th out of 19 funds for 5-year returns in the NZ Multi Sector Moderate category.
  • Generate Growth Fund ranked 3rd out of 27 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 3rd out of 11 funds for 3-year and 3rd out of 9 funds for 5-year returns in the NZ Multi Sector Aggressive category.

Performance highlights from the Morningstar KiwiSaver Survey September Quarter 2020, as at 30 September 2020:

  • Generate Conservative Fund ranked 1st out of 21 funds for 3-year and 4th out of 18 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 23 funds for 5-year returns in the NZ Multi Sector Growth category.
  • Generate Focused Growth Fund ranked 3rd out of 11 funds for 3-year and 3rd out of 8 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

© 2021 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)