You have been directed to this website as you are keen to switch your KiwiSaver to the Generate KiwiSaver plan.
The key reasons for changing are;
- Generate are the KiwiSaver specialists … it’s all they do and they therefore need to do it well.
- Generate will actively monitor the performance of the selected investments to ensure they meet their high standards and will change as required.
- You can select the Generate Life Stages option that will gradually change over time to reduce the risk over time as you get nearer to retirement.
- You will enjoy peace of mind knowing your savings are held independently by Public Trust
Of course the investment returns are important and while we would never promise better returns, its the investment philosophy that Generate have that gives confidence that they will outperform most other KiwiSaver investments over time.
You can also use the KiwiSaver savings calculator found on the Sorted website.
Latest From Generate KiwiSaver
Generate Funds perform well again in the latest results.
While we would never make a decision to change solely on basis of past performance, it is something that they are proud to have achieved.
- Generate KiwiSaver Conservative was the second best performing fund for the past year of the 19 funds in that category for the last quarter. The average return over all the funds in this category was 6.0% and Generate was 8.1%
- Generate KiwiSaver Growth was the best performing fund of 27 funds in that category for the last quarter. The average return over all the funds in this category was 7.7% and Generate was 10.5%
- Generate KiwiSaver Focused Growth was the third best performing fund of 10 funds in that category for the last quarter. The average return over all the funds in this category was 7.9% and Generate was 9.6%
You can get the latest performance to 31st March 2019 on all KiwiSaver funds here.
Switching Is Easy
Access The Generate KiwiSaver Application Form Here – APPLICATION FORM
This can be completed online and should just take about 2-minutes.
Changing your KiwiSaver may be one of the most important and valuable decisions that you make.
We may have discussed KiwiSaver and how it works in very general terms; however we have not provided specific investment advice.