Generate — recent changes
Quarter-by-quarter material-events feed for the Generate Investment Management Limited KiwiSaver scheme. Events derived from FMA-filed Quarterly Fund Updates; each row cites the QFU date that surfaced it.
Currently tracks: annual-fee changes (any delta), material AUM changes (>20% quarter-over-quarter), and new-fund entries (funds first appearing in coverage within the last 18 months). PDS / SIPO / Annual Report text-diff events layer in once per-scheme extractors ship.
Coverage span: 2025-06-30 → 2026-06-30
Event log
Annual fee decreased from 1.36% to 1.24% in the QFU dated 2026-06-30.
Before: 1.36% → After: 1.24%
Annual fee decreased from 1.26% to 1.14% in the QFU dated 2026-06-30.
Before: 1.26% → After: 1.14%
Annual fee decreased from 1.20% to 1.08% in the QFU dated 2026-06-30.
Before: 1.20% → After: 1.08%
Annual fee decreased from 1.39% to 1.27% in the QFU dated 2026-06-30.
Before: 1.39% → After: 1.27%
Annual fee decreased from 1.37% to 1.25% in the QFU dated 2026-06-30.
Before: 1.37% → After: 1.25%
Annual fee decreased from 1.30% to 1.18% in the QFU dated 2026-06-30.
Before: 1.30% → After: 1.18%
Fund size grew by 72% from $68.0M to $117.1M between 2026-03-31 and 2026-06-30.
Before: $68.0M → After: $117.1M
Annual fee decreased from 1.31% to 1.19% in the QFU dated 2026-06-30.
Before: 1.31% → After: 1.19%
Fund size grew by 23% from $5.7M to $7.0M between 2026-03-31 and 2026-06-30.
Before: $5.7M → After: $7.0M
Annual fee decreased from 1.30% to 1.18% in the QFU dated 2026-06-30.
Before: 1.30% → After: 1.18%
Fund size grew by 79% from $31.3M to $56.1M between 2026-03-31 and 2026-06-30.
Before: $31.3M → After: $56.1M
Annual fee increased from 1.24% to 1.36% in the QFU dated 2026-03-31.
Before: 1.24% → After: 1.36%
Fund size grew by 23% from $350.3M to $430.3M between 2025-04-30 and 2026-03-31.
Before: $350.3M → After: $430.3M
Annual fee increased from 1.14% to 1.26% in the QFU dated 2026-03-31.
Before: 1.14% → After: 1.26%
Annual fee increased from 1.09% to 1.20% in the QFU dated 2026-03-31.
Before: 1.09% → After: 1.20%
Fund size grew by 25% from $129.7M to $162.4M between 2025-04-30 and 2026-03-31.
Before: $129.7M → After: $162.4M
Annual fee increased from 1.29% to 1.39% in the QFU dated 2026-03-31.
Before: 1.29% → After: 1.39%
Annual fee increased from 1.27% to 1.37% in the QFU dated 2026-03-31.
Before: 1.27% → After: 1.37%
Annual fee increased from 1.18% to 1.30% in the QFU dated 2026-03-31.
Before: 1.18% → After: 1.30%
Annual fee increased from 1.19% to 1.31% in the QFU dated 2026-03-31.
Before: 1.19% → After: 1.31%
Fund size grew by 21% from $4.7M to $5.7M between 2025-12-31 and 2026-03-31.
Before: $4.7M → After: $5.7M
Annual fee increased from 1.18% to 1.30% in the QFU dated 2026-03-31.
Before: 1.18% → After: 1.30%
Fund size grew by 20% from $26.0M to $31.3M between 2025-12-31 and 2026-03-31.
Before: $26.0M → After: $31.3M
Cashplus Fund first appears in our coverage at fee 0.55%.
Annual fee decreased from 1.19% to 1.18% in the QFU dated 2025-12-31.
Before: 1.19% → After: 1.18%
Fund size grew by 51% from $40.4M to $61.0M between 2025-09-30 and 2025-12-31.
Before: $40.4M → After: $61.0M
Fund size grew by 71% from $2.8M to $4.7M between 2025-09-30 and 2025-12-31.
Before: $2.8M → After: $4.7M
Annual fee decreased from 1.19% to 1.18% in the QFU dated 2025-12-31.
Before: 1.19% → After: 1.18%
Fund size grew by 38% from $18.9M to $26.0M between 2025-09-30 and 2025-12-31.
Before: $18.9M → After: $26.0M
Fund size grew by 170% from $15.0M to $40.4M between 2025-06-30 and 2025-09-30.
Before: $15.0M → After: $40.4M
Fund size grew by 84% from $1.5M to $2.8M between 2025-06-30 and 2025-09-30.
Before: $1.5M → After: $2.8M
Fund size grew by 168% from $7.0M to $18.9M between 2025-06-30 and 2025-09-30.
Before: $7.0M → After: $18.9M
Thematic Fund first appears in our coverage at fee 1.19%.
Australasian Fund first appears in our coverage at fee 1.19%.
Global Fund first appears in our coverage at fee 1.19%.
How this works
We watch every Quarterly Fund Update filed by Generate on the FMA Disclose register, ingest the underlying PDF, and emit an event row whenever a watched field (fee, AUM, new fund) changes between consecutive quarters. The full underlying time series is available at each fund's fund page.
Counts and verbatim numbers only — not financial advice. Past performance is not a reliable indicator of future returns. KiwiSaver® is a registered trademark of Inland Revenue.
Compare every fund on the FMA Disclose register. Refreshed quarterly. Independent — FundCompare is not a Financial Advice Provider; general information only.
Compare
Learn
Important Information and Disclosure
The information provided on this website is not a recommendation to buy, sell, or hold any financial products. Nothing on this website constitutes financial advice for the purposes of the Financial Markets Conduct Act 2013. FundCompare.co.nz is not a licensed Financial Advice Provider.
Investing involves risk. The value of your investment can go down as well as up, and you may get back less than you put in. Past performance is not a reliable indicator of future returns.
Before making any investment decision, you should read the Product Disclosure Statement (PDS) for the fund carefully. If you have questions or are unclear about the implications of your investment decision, you should seek advice from a licensed Financial Advice Provider.
All information displayed is sourced from scheme providers, the Disclose Register, and the Sorted Smart Investor universal feed (operated by Te Ara Ahunga Ora Retirement Commission), or other publicly available sources. We take reasonable steps to ensure accuracy but cannot guarantee information is always current or complete.
FundCompare.co.nz may receive referral fees or commissions from scheme providers if you sign up via links on this website. These payments do not influence the order, ranking, or inclusion of products displayed.
For more information, please see our Terms of Service, Privacy Policy, and Disclosure Statement.
This website is operated by FundCompare.co.nz and is not endorsed by, or affiliated with, the New Zealand government or Inland Revenue. FundCompare.co.nz is using the KiwiSaver trade mark and logo under licence from Inland Revenue. To view the official New Zealand government KiwiSaver website, please click here.
© 2026 FundCompare.co.nz. All rights reserved.