GENERATE INVESTMENT MANAGEMENT LIMITED KiwiSaver Review
Independent analysis of GENERATE INVESTMENT MANAGEMENT LIMITED's KiwiSaver scheme based on FMA data, performance metrics, and fee structures. Last updated: May 2026.
Quick Summary
✅ Key Highlights
- • Established provider: $8.8B in total assets
- • Good choice: 21 fund options available
- • Highest 5-yr return: Stepping Stones Growth 0-50 (9.81% over 5 years)
- • Strong fund performance track record
- • Transparent reporting for investors
📊 At a Glance
- • Average fees: 1.30% per year
- • 5-year returns: 3.84%
- • Fund options: 21 funds
- • Total members: 226k+
- • Assets under management: $8.8B
Generate provides KiwiSaver and investment funds with strong performance, transparency, and clarity.
Performance Analysis
Average 5-Year Return
3.84%
Across all funds
Average Fees
1.30%
Annual management fees
Total Assets
$8.8B
