EDUCATE. EMPOWER. ADVISE. These three simple words underpin everything funds manager Generate stands for in supporting ordinary Kiwis to achieve better financial outcomes. The New Zealand-owned KiwiSaver specialist takes pride in providing simple, straightforward advice that enables Kiwis to make smart decisions and choose the best investment options to suit their age and lifestyle. “By educating and empowering our members they will be significantly better off in retirement,” said Henry Tongue, CEO. “For those who won’t retire for 35 or more years, getting into growth funds could deliver them hundreds of thousands of dollars more than those who stay in a conservative fund.”
Since it began operations in late 2012, Generate has invested responsibly across all its managed funds and has delivered startling results, particularly in its flagship fund Focused Growth, which has ranked 1st, 2nd or 3rd every quarter for 5-year performance*. Not surprisingly, today Generate is one of New Zealand’s fastest-growing wealth schemes, with more than 107,000 members and over $3.2 billion in investments.
Generate is also proud to be the first KiwiSaver scheme to invest in social housing to help address the chronic housing shortage. “Our cornerstone $20.6m investment helped create 118 secure houses for families and individuals without homes, while delivering our members a sound investment return; a real win-win.” said Mr Tongue.
*Since 30/06/18 in the Morningstar KiwiSaver survey’s Aggressive fund category. A copy of the Product Disclosure Statement and advertising disclosures can be found here www.generatewealth.co.nz/pds. The issuer is Generate Investment Management Limited, past performance is not an indicator of future performance. Testimonials are taken from Reader’s Digest survey in July 2021.
"They are helping me with my life goals. They are great."FEMALE, 18-39, WAIKATO
"Gives greater returns and the fees are reasonable."FEMALE, 18-39, AUCKLAND
"Very satisfied. Local NZ company. Ethical. Good results. Good service."FEMALE, 18-39, WELLINGTON