Generate Continues Strong Momentum With Another Top-Performing Quarter & Customer Service Award

Generate has maintained its position as one of New Zealand’s leading KiwiSaver providers, delivering another quarter of exceptional results for its members. The latest Morningstar KiwiSaver Survey (to 30 September 2025) shows all three of Generate’s original KiwiSaver funds have once again secured top-three rankings for 10-year returns.

• The Generate Moderate Fund ranked 1st out of 13 funds for 10-year returns to 30 September 2025 – with a 6% annualised return. It’s ranked first in this category every quarter it's been eligible since June 2023.
• The Generate Focused Growth Fund ranked 2nd out of 8 funds for 10-year returns, to 30 September 2025 – with a 10.2% annualised return. It’s held one of the top three spots on the podium for 10-year returns every quarter since June 2023.
• The Generate Growth Fund ranked 3rd out of 14 funds for 10-year returns to 30 September 2025 – with a 9.3% annualised return. It’s been in the top three for 10-year returns every quarter it's been eligible since June 2023.

These consistently high rankings underscore Generate’s focus on delivering strong, long-term outcomes for members. As more New Zealanders look closely at performance and value in their KiwiSaver choices, Generate’s track record continues to stand out.

Alongside strong investment results, Generate remains dedicated to providing an exceptional member experience and access to quality financial advice, and has a string of awards to back this up.

Its most recent accolade is a silver award for Specialist KiwiSaver Provider in the 2026 Reader's Digest Quality Service Awards. These awards recognise companies that have gone above and beyond their customer service expectations. The results are based on an independent market research survey of a representative sample of 1420 New Zealand adults.

As one survey respondent put it: “They came highly recommended by my financial adviser and I am happy with their service and the performance of my investments.”

Generate has also earned the Consumer NZ People’s Choice Award for KiwiSaver four years in a row and has been recognised as a Reader’s Digest Trusted Brand for the past three years.

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 ~$8.2b on behalf of over 178,000 customers.

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