- Advertising Disclosures
Advertising disclosures
The issuer is Generate Investment Management Limited.
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. Past performance is not a reliable indicator of future performance.
Generate KiwiSaver Scheme awards:
Consumer NZ People's Choice Award - 2022, 2023 and 2024
Generate was awarded a Consumer NZ People’s Choice award for KiwiSaver in 2022, 2023 and 2024. The People’s Choice award is given to providers that rate above average for customer satisfaction and meet Consumer NZ’s other performance criteria. Awards are based on customer satisfaction surveys, conducted with either Consumer NZ members or a representative sample of the New Zealand population.
Trusted Brand Award for KiwiSaver - 2023
Generate was awarded a Trusted Brand 2023 Award for KiwiSaver. The Highly Commended Trusted Brand award recognises KiwiSaver brands that have established a high level of trust and credibility among consumers, based on an independent survey conducted by Catalyst Consultancy & Research on behalf of Reader’s Digest.
Research IP Fund Manager of the Year 2023:
Winner: Investor Choice Award for KiwiSaver
Winner: Diversified Fund of the Year: Generate Focused Growth Managed Fund
Finalist: Responsible Investment Manager of the Year
Fund Manager of the Year Awards were announced by Research IP on 15 November 2023. These awards should not be read as a recommendation by Research IP. For further advice on the relevance of this award to your personal situation, please consult your authorised financial adviser, or visit researchip.com/awards.
Research IP Fund Manager of the Year 2022:
Winner: Investor Choice Award for KiwiSaver
Winner: Adviser Choice Award for KiwiSaver
The Research IP Fund Manager of the Year Awards were announced on 16 November 2022. These awards should not be read as a recommendation by Research IP. For further advice on the relevance of this award to your personal situation, please consult your financial adviser, or visit research-ip.com/awards.
Quality Service Award for Superannuation - 2022
Generate was voted the Gold winner at the Reader’s Digest Quality Service Awards 2022, in the Superannuation/KiwiSaver category. Over 2000 kiwis were independently surveyed for this award.
Canstar Most Satisfied Customer Award- 2023
Generate was awarded the Cansta Most Satisfied Customers (KiwiSaver) in 2023. The Canstar award is given to the provider that delivers the best consumer satisfaction as rated by KiwiSaver members. Generate was the only KiwiSaver provider in this year’s award ratings to earn a top 5-Star rating for Overall Satisfaction.
SuperRatings
The ratings issued by SuperRatings Pty Ltd ABN 95 100 192 283 AFSL 311880 (SuperRatings) for Generate KiwiSaver Scheme (‘Gold’ rating), are as of 23 November 2021. SuperRatings does not guarantee the data or content contained herein to be accurate, complete or up-to-date, and it will not have any liability for its use or distribution. Ratings are not financial advice for the purposes of the Financial Markets Conduct Act 2013. Consider your personal circumstances, read the product disclosure statement and seek independent financial advice before investing. 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.
Morningstar performance ratings:
Performance highlights from the Morningstar KiwiSaver Survey September Quarter 2024, as at 30 September 2024*:
- Generate Moderate Fund ranked 1st out of 13 funds for 10-year returns in the NZ Multi-Sector Moderate category.
- Generate Growth Fund ranked 2nd out of 13 funds for 10-year returns in the NZ Multi-Sector Growth category.
- Generate Focused Growth Fund ranked 3rd out of 8 funds for 10-year returns in the NZ Multi Sector Aggressive category.
*Source: Morningstar KiwiSaver Survey September Quarter End 2024. All returns shown are after fees (except any membership fees charged in dollars, Generate charges $36p.a.)
Performance highlights from the Morningstar KiwiSaver Survey June Quarter 2024, as at 30 June 2024*:
- Generate Moderate Fund ranked 1st out of 13 funds for 10-year returns in the NZ Multi-Sector Moderate category.
- Generate Growth Fund ranked 2nd out of 13 funds for 10-year returns in the NZ Multi-Sector Growth category.
- Generate Focused Growth Fund ranked 1st out of 8 funds for 10-year returns in the NZ Multi Sector Aggressive category.
*Source: Morningstar KiwiSaver Survey June Quarter End 2024. All returns shown are after fees (except any membership fees charged in dollars, Generate charges $36p.a.)
Previous quarterly Morningstar rankings:
Performance highlights from the Morningstar KiwiSaver Survey March Quarter 2024, as at 31 March 2024*:
- Generate Moderate Fund ranked 1st out of 12 funds for 10-year returns in the NZ Multi-Sector Moderate category.
- Generate Growth Fund ranked 2nd out of 14 funds for 10-year returns in the NZ Multi-Sector Growth category.
- Generate Focused Growth Fund ranked 1st out of 8 funds for 10-year returns in the NZ Multi Sector Aggressive category.
*Source: Morningstar KiwiSaver Survey March Quarter End 2024. All returns shown are after fees (except any membership fees charged in dollars, Generate charges $36p.a.)
Performance highlights from the Morningstar KiwiSaver Survey December Quarter 2023, as at 31 December 2023*:
- Generate Moderate Fund ranked 1st out of 12 funds for 10-year returns in the NZ Multi-Sector Moderate category.
- Generate Growth Fund ranked 2nd out of 14 funds for 10-year returns in the NZ Multi-Sector Growth category.
- Generate Focused Growth Fund ranked 2nd out of 8 funds for 10-year returns in the NZ Multi Sector Aggressive category.
Performance highlights from the Morningstar KiwiSaver Survey September Quarter 2023, as at 30 September 2023*:
- Generate Moderate Fund ranked 1st out of 12 funds for 10-year returns in the NZ Multi-Sector Moderate category.
- Generate Growth Fund ranked 2nd out of 14 funds for 10-year returns in the NZ Multi-Sector Growth category.
- Generate Focused Growth Fund ranked 1st out of 8 funds for 10-year returns in the NZ Multi Sector Aggressive category.
Performance highlights from the Morningstar KiwiSaver Survey June Quarter 2023, as at 30 June 2023*:
- Generate Moderate Fund ranked 1st out of 12 funds for 10-year returns in the NZ Multi-Sector Moderate category.
- Generate Growth Fund ranked 2nd out of 13 funds for 10-year returns in the NZ Multi-Sector Growth category.
- Generate Focused Growth Fund ranked 1st out of 7 funds for 10-year returns in the NZ Multi Sector Aggressive category.
Performance highlights from the Morningstar KiwiSaver Survey March Quarter 2023, as at 31 March 2023:
- Generate Moderate Fund ranked 1st out of 14 funds for 5-year returns in the NZ Multi Sector Moderate category.
- Generate Growth Fund ranked 7th out of 16 funds for 5-year returns in the NZ Multi Sector Growth category.
- Generate Focused Growth Fund ranked 5th out of 9 funds for 5-year returns in the NZ Multi Sector Aggressive category.
Performance highlights from the Morningstar KiwiSaver Survey December Quarter 2022, as at 30 December 2022:
- Generate Moderate Fund ranked 1st out of 14 funds for 5-year returns in the NZ Multi Sector Moderate category.
- Generate Growth Fund ranked 4th out of 16 funds for 5-year returns in the NZ Multi Sector Growth category.
- Generate Focused Growth Fund ranked 5th out of 10 funds for 5-year returns in the NZ Multi Sector Aggressive category.
Performance highlights from the Morningstar KiwiSaver Survey September Quarter 2022, as at 30 September 2022:
- Morningstar ranked Generate's Moderate Fund 1st out of 20 funds for 5-year returns in the NZ Multi Sector Moderate category.
- Morningstar ranked Generate's Growth Fund 4th out of 25 funds for 5-year returns in the NZ Multi Sector Growth category.
- Morningstar ranked Generate's Focused Growth Fund 3rd out of 11 funds for 5-year returns in the NZ Multi Sector Aggressive category.
Performance highlights from the Morningstar KiwiSaver Survey March Quarter 2022, as at 31 March 2022:
- Generate Conservative Fund ranked 6th out of 24 funds for 3-year and 1st out of 22 funds for 5-year returns in the NZ Multi Sector Moderate category.
- Generate Growth Fund ranked 15th out of 30 funds for 3-year and 4th out of 28 funds for 5-year returns in the NZ Multi Sector Growth category.
- Generate Focused Growth Fund ranked 8th out of 14 funds for 3-year and 2nd out of 12 funds for 5-year returns in the NZ Multi Sector Aggressive category.
Performance highlights from the Morningstar KiwiSaver Survey December Quarter 2021, as at 31 December 2021:
- Generate Conservative Fund ranked 10th out of 24 funds for 3-year and 8th out of 22 funds for 5-year returns in the NZ Multi Sector Moderate category.
- Generate Growth Fund ranked 18th out of 30 funds for 3-year and 5th out of 28 funds for 5-year returns in the NZ Multi Sector Growth category.
- Generate Focused Growth Fund ranked 6th out of 14 funds for 3-year and 2nd out of 12 funds for 5-year returns in the NZ Multi Sector Aggressive category.
Performance highlights from the Morningstar KiwiSaver Survey September Quarter 2021, as at 30 September 2021:
- Generate Conservative Fund ranked 6th out of 24 funds for 3-year and 10th out of 22 funds for 5-year returns in the NZ Multi Sector Moderate category.
- Generate Growth Fund ranked 10th out of 30 funds for 3-year and 5th out of 28 funds for 5-year returns in the NZ Multi Sector Growth category.
- Generate Focused Growth Fund ranked 4th out of 14 funds for 3-year and 2nd out of 12 funds for 5-year returns in the NZ Multi Sector Aggressive category.
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.
© 2024 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 in New Zealand.