Generate's Impact Investment Wins Top Design Award
The Willard Street development won Ōtautahi Community Housing Trust a Gold Award (Residential) at the 2025 New Zealand Commercial Project Awards, presented by Master Builders. The awards celebrate projects that demonstrate innovation, quality and collaboration across New Zealand's building sector.
Willard Street includes 35 warm, comfortable homes designed for modern public housing. The new Homestar 7-rated homes replace 26 ageing bedsits built in the 1940s.
This investment was one of Generate's impact investments, which aim to make a positive difference to the lives of New Zealanders, whilst providing fair market returns for our Generate KiwiSaver Scheme members.
Generate Portfolio Manager, Ayrton Oliver, says this recognition further reinforces the value of the project.
'Working together with Community Finance and Ōtautahi Community Housing Trust shows the potential influence that investing can have on social outcomes for New Zealand, as well as the financial returns for Generate KiwiSaver Scheme members over the long-term,' he says.
'Responsible investing is one of our core values at Generate, so we often seek out investment opportunities that have the potential to drive both positive financial returns and positive social impact - we don't believe these need to be mutually exclusive.'
In 2020 Generate was the first KiwiSaver scheme to invest in social housing via a $21 million investment managed by Community Finance into Salvation Army Community Bonds. That investment supported 118 warm, dry, affordable community houses across three locations.
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1News
2 days ago
- 1News
Do more expensive KiwiSaver funds give a better return?
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NZ Herald
4 days ago
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Image / HWR Over the years, they've acquired fuel distribution networks, concrete suppliers, contracting firms, and property holdings, steadily consolidating their grip on industries that underpin much of the country's infrastructure. Allied Concrete, for example, has pushed New Zealand's cement-replacement rates to around 9% – well above the national average of 2-3% – avoiding an estimated 9500 tonnes of CO2 in 2023-24, the equivalent of planting 175,500 native trees. 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The central city redevelopment, led by HWR Group, has reshaped Invercargill's CBD with new retail, hospitality, and mixed-use spaces. Photo / Ben Tomsett One of their most visible, and arguably most strategic, assets is Transport World – a transport museum-cum-tourism attraction that draws thousands of visitors annually and injects valuable tourism dollars into the region. HWR's footprint also extends into community initiatives that don't directly turn a profit but have high local impact. The company funds Chatbus, a free mobile counselling service for children in ten Invercargill schools; supported the creation of the Hawthorndale Care Village for dementia patients, and sponsors the Stewart Island beach cleanup. Smaller projects, like helping build the Lynley Hogg Memorial Playground in Mandeville or backing the Street Smart driver training programme for teenagers, are seen within the group as part of 'impact investing' in Southland's future. 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Ben Tomsett is a multimedia journalist based in Dunedin. He joined the Herald in 2023.
Scoop
11-08-2025
- Scoop
Generate Accelerates Growth With Another Impressive Quarterly Result
Generate has once again delivered standout performance for its members, with all three of its original KiwiSaver funds ranking in the top three for 10-year returns, according to the latest Morningstar KiwiSaver Survey (to 30 June 2025) [1]. The Generate Moderate Fund ranked 1st out of 14 funds for 10-year returns to 30 June 2025 – with a 5.7% annualised return. It's been in 1st place every quarter it's been eligible since June 2023. The Generate Growth Fund ranked 2nd out of 14 funds for 10-year returns to 30 June 2025 – with a 8.5 % annualised return. It's been in the top three for 10-year returns every quarter it's been eligible since June 2023. The Generate Focused Growth Fund ranked 3rd out of 8 funds for 10-year returns, to 30 June 2025 – with a 9.2 % annualised return. It's held one of the top three spots on the podium for 10-year returns every quarter since June 2023. These consistent results reinforce Generate's commitment to long-term performance, a key reason more Kiwis are joining the scheme every day. That matters more than ever, as Kiwis become increasingly discerning about their KiwiSaver accounts and more educated on the importance of strong, consistent returns. This shift is also reflected in industry trends. In the most recent financial year, Generate was the second most popular provider by dollar amount of funds transferred in [2] — a clear sign of growing trust and a move away from big-bank providers towards independent specialists like Generate. As well as prioritising performance, Generate is also committed to superior customer experience and empowering its members with good advice. It's been awarded the prestigious Consumer NZ People's Choice Award for KiwiSaver for the past four years, and named a Reader's Digest Trusted Brand for the past three. About Generate: Generate is an award-winning New Zealand-owned KiwiSaver and wealth manager, with an exceptional long-term track record of fund returns. For the fourth year running Generate has been awarded the prestigious Consumer NZ 'People's Choice for KiwiSaver'. Generate has a strong focus on educating and empowering its customers and has over 82% of members' KiwiSaver funds in growth funds versus the market average of 47%. It currently manages ~$7.7bn on behalf of 172,000 customers. Disclaimers: (1)Morningstar KiwiSaver Survey June Quarter End 2025. © 2025 Morningstar. All Rights Reserved. The information contained herein: (1) is proprietary to Morningstar and/or its affiliates or content providers; (2) may not be copied, adapted or distributed; (3) is not warranted to be accurate, complete or timely; and (4) does not constitute advice of any kind, whether investment, tax, legal or otherwise and 5) has been prepared for New Zealand wholesale clients of Morningstar Research Ltd, subsidiary of Morningstar, Inc and is not intended for New Zealand retail clients. Neither Morningstar nor its content providers are responsible for any damages arising from the use and distribution of this information. Past performance is no guarantee of future results. The issuer is Generate Investment Management Ltd. A copy of the Generate KiwiSaver Scheme Product Disclosure Statement and advertising disclosures are available at Past performance does not guarantee future returns. Investment involves risk and returns can be negative as well as positive.
