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Generate KiwiSaver Performance - March 2022

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Generate KiwiSaver Performance - March 2022

Using the most recent returns and fund update reports from March 2022, we will examine Generate’s recent KiwiSaver Performance.

 

Generate KiwiSaver Scheme is wholly New Zealand owned, operating in the sphere of KiwiSaver specialists. Usually, Generate’s investment decisions are made by an investment committee that is made up of experienced investment professionals located around the world. Currently, the Generate KiwiSaver program oversees three funds with about NZ$2.6 billion in assets.

In March 2022, investors weighed the implications of the invasion war and the accompanying sanctions on Russia on economic growth, energy prices, and global trade. Overall, this had a significant impact on financial markets throughout the globe

 

Table of Contents

News about Generate

Performance of Generate KiwiSaver Funds

Generate Moderate Fund (Formerly Conservative)

Generate Growth Fund

Generate a Focused Growth Fund

 

News about Generate

Recently, Generate KiwiSaver Scheme was awarded the 2022 Consumer NZ People’s Choice Award for KiwiSaver. The award winner was selected from the surveys conducted by Consumer New Zealand. According to Consumer NZ’s 2022 KiwiSaver Satisfaction survey, Generate stood out from the other KiwiSaver providers for their investment returns and scored highly for keeping members updated about their KiwiSaver savings.

 

Performance of Generate KiwiSaver Funds

 

 

1 month

1 year

3 years

5 years

Since Inception

Moderate

-1.16%

-4%

3.48%

4.74%

5.14%

Growth

-3.03%

-7.05%

6.22%

7.73%

8.28%

Focused Growth

-3.05%

-9.45%

6.47%

7.95%

8.76%

Sourced from Generate fund performance report.

* These returns are to 31st May 2022 and are before tax and after fund management fees. Past performance is not necessarily an indicator of future performance, and return periods may differ.

Note: The following information is sourced from Generate Quarterly Fund updates published on 3rd May 2022.



Generate Moderate Fund (Formerly Conservative)

The objective of the Moderate Fund is to provide a conservative investment return through investment in a portfolio of actively managed cash, fixed interest, property (including aged care) and infrastructure assets, Australasian equities, and international equities. The fund has a low to medium level of volatility. The fund has one year return of -4%, and five years return of 4.74%.

*The following is Sourced from Generate Conservative Fund Update

ReturnsModerate Return

Fees

The total annual fees for investors in the Generate Conservative Fund are 1.20% per year, with additional membership fees of $36 per year.

Generate Moderate Fees

Investment mix

The investment mix shows the type of assets that the fund invests into.Generate Moderate Investment Mix

Top ten investments

This table shows Generate’s top 10 investments in the Conservative KiwiSaver Fund, which make up 25.34% of the fund.Generate Moderate Top Ten Investments

 

Generate Growth Fund

The objective of the Growth Fund is to provide a growth investment return over the long-term through investment in a portfolio of actively managed cash, fixed interest, property (including aged care) and infrastructure assets, Australasian equities, and international equities. The fund has a medium to a high level of volatility. The fund has one year return of -7.05%, and five years return of 7.73%.

*The following is Sourced from Generate Growth Fund Update

ReturnsGenerate Growth Returns

Fees

The total annual fees for investors in the Generate Growth Fund are 1.20% per year, with additional membership fees of $36 per year.Generate Growth fees

Investment mix

The investment mix shows the type of assets that the fund invests into.

Generate Growth Investments Mix

Top ten investments

This table shows Generate’s top 10 investments in the Growth KiwiSaver Fund, which make up 37.81% of the fund.Generate Growth Top Ten Investments

 

Generate Focused Growth Fund

The objective of the Focused Growth Fund is to provide a growth investment return over the long-term through investment in a portfolio of actively managed cash, fixed interest, property (including aged care) and infrastructure assets, Australasian equities, and international equities. The fund has a medium to the  high level of volatility. The fund has one year return of -9.45%, and five years return of 7.95%.

*The following is Sourced from Generate Focused Growth Fund Update

ReturnsGenerate Focused Returns

Fees

The total annual fees for investors in the Generate Focused Growth Fund are 1.20% per year, with additional membership fees of $36 per year.

Generate Focused Fees

Investment mix

The investment mix shows the type of assets that the fund invests into.Generate Focused Investment Mix

Top ten investments

This table shows Generate’s top 10 investments in the Focused Growth KiwiSaver Fund, which make up 44.84% of the fund.

Generate Focused Top Ten Investments

 

Data for Generate KiwiSaver funds have been sourced from Generate KiwiSaver Funds. Past performance is not necessarily an indicator of future performance, and return periods may differ.

To see if KiwiWealth has the appropriate fund that aligns with your values, retirement goals, and situation, complete National Capital’s KiwiSaver Healthcheck.


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