Advertising disclosures

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.

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

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

Please click for a copy of the Generate QFE Adviser Disclosure Statement.

Past performance is not a reliable indicator of future performance.

Please click for a copy of Prize draw terms and conditions Generate & Win How to Enter (Prize Draw T&C's)

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 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.

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

© 2019 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 ‘class service’ have 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. Refer to our Financial Services Guide (FSG) for more information at www.morningstar.com.au/s/fsg.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.