We’re pleased to share that we have lowered our KiwiSaver fees.
With over 110,000 Kiwis now choosing Generate funds, we’ve been able to take advantage of this investing power and pass on the savings to our members, while continuing to provide award-winning service and awesome long-term returns^.
The new fees are:
Fund
Was
Now
% Difference*
Focused Growth Fund
1.49%
1.37%
-8.05%
Growth Fund
1.40%
1.32%
-5.71%
Conservative Fund
1.21%
1.19%
-1.65%
*Percentage of difference between the two fees, i.e. old fee reduced by x%
A $36 p/a administration fee applies. For more details on fees, click here.
Our focus has always been on providing awesome long-term performance and competitive net returns after fees through responsible investment.
Our goal is to help our members grow their savings so they can achieve the lifestyle they want in retirement. We believe good advice can help Kiwis make smart decisions now, that could potentially make hundreds of thousands of dollars difference to their retirement.
We pride ourselves on our level of service, and were proud to have this recognised when we won the Gold award for best KiwiSaver service in New Zealand at the Readers Digest Quality Service Awards earlier this year.