Generate Achieves Top Performance More Than 90% Of The Time

The latest quarterly Morningstar KiwiSaver 360 report once again validates Generate’s track record of delivering consistently strong long-term returns for its members.

For the past 12 quarters (since June 2023), Generate’s three original KiwiSaver funds (Moderate, Growth and Focused Growth) have ranked in the top 3 of their respective categories for 10-year returns more than 90% of the time since becoming eligible.

What’s more, Generate's Focused Growth fund has always maintained a top 3 ranking in the Multisector aggressive category for 10-year returns, every quarter since becoming eligible.

As with all growth-oriented investments, returns can fluctuate and periods of negative performance can occur, particularly over the short term.

While many KiwiSaver providers dip in and out of the rankings, Generate has steadily remained on the podium over the long term.

This level of consistency is difficult to achieve, and is what ultimately makes the biggest impact for long-term investors – it’s a testament to the skill and dedication of Generate’s active investment team.

Latest highlight

The Generate Focused Growth Fund ranked second for 10-year returns to 31 March 2026, when compared with other aggressive funds.

This strong long-term performance not only supports better outcomes for KiwiSaver members but also underpins the strong levels of trust New Zealanders place in Generate.

The most recent recognition of this is Generate’s 2026 Reader’s Digest Trusted Brands Award (Specialist KiwiSaver Provider). In the research, customers highlighted strong returns, professional service and clear communication as key reasons they trust Generate.

These awards are based on independent research of everyday New Zealanders aged 18+, rating brands on trust across a wide range of categories.

Just like its fund performance, Generate’s recognition is consistent year after year, with a track record of multiple awards. This now includes four consecutive Reader’s Digest Trusted Brands Awards, four consecutive Consumer NZ People’s Choice Awards and two Reader’s Digest Quality Service Awards.

Generate’s strong reputation with Kiwis has recently seen it achieve two new milestones – as at March 31 2026, it has more than $9 billion funds under management and more than 190,000 KiwiSaver members.

Disclaimer

No part of this press release is intended as financial advice; it is intended as general information only. To see our Financial Advice Provider Disclosure Statement, please see Generate FAP Disclosure Statement. For more information see the Generate KiwiSaver Scheme Product Disclosure Statement or the Generate Unit Trust Scheme (Managed Funds) Product Disclosure Statement or the fund updates for KiwiSaver and for Managed Funds. The issuer of both schemes is Generate Investment Management Limited. Past performance is not indicative of future performance.

Notes
 

1 Source: Data from successive quarterly Morningstar KiwiSaver reports, June 2023 to March 2026 comparing 10-year returns in the multi-sector moderate, growth and aggressive KiwiSaver categories. Returns are calculated after fees and before tax.

© 2026 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.

2 As per footnote 1.

3 Morningstar KiwiSaver 360 report March Quarter 2026. The Generate Focused Growth Fund ranked 2nd out of 10 funds for 10-year returns in the muti-sector aggressive category as at 31 March 2026. Returns are calculated after fees and before tax.

© Scoop Media