Generate Accelerates Growth With Another Impressive Quarterly Result
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 generatekiwisaver.co.nz/pds. Past performance does not guarantee future returns. Investment involves risk and returns can be negative as well as positive.
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