Awards Finalist
(Photo/Supplied)
We’re proud to
announce that Generate is a finalist for the 2025 INFINZ
Award for Diversified Growth Fund Manager of the Year. This
is the second year in a row Generate has been nominated for
this prestigious award.
The annual INFINZ (Institute
of Finance Professionals New Zealand) Awards
recognise innovation and excellence in New Zealand’s
financial sector ecosystem.
The award has extended
coverage to include KiwiSaver growth funds, in recognition
of the significant growth of KiwiSaver funds under
management, with their assets invested beyond NZ in widely
diversified portfolios.
Finalists for the
Diversified Growth Fund Manager of the Year Award were
selected through a rigorous analysis of risk-adjusted past
performance over the last five calendar years by financial
actuary firm Melville Jessup Weaver. Fund performance was
assessed against an independent benchmark calculated by the
judging panel using headline market
indices.
We’re rightly proud that our
Generate KiwiSaver Growth Fund met these criteria, thanks to
its consistently strong returns and the skill of our expert
investment team. Among other achievements, the Generate
KiwiSaver Growth Fund has ranked in the top three funds for
10-year returns every quarter since it’s been eligible
(June 2023)*. See more on its strong returns here.
Advertisement – scroll to continue reading
Generate’s
dedication to excellence in fund performance has been a key
factor in its success as one of the fastest-growing
KiwiSaver providers, now with more than 160,000
members.
The Diversified Growth Fund Manager of the
Year Award winner will be announced at the INFINZ gala event
on May 13 in Auckland.
*Morningstar KiwiSaver
Survey December Quarter 2024 (and all prior Morningstar
KiwiSaver Surveys for the quarters since June
2023.)
