Making a difference
Lobbying for change
When we invest our members' funds in a company, we get a voice on their behalf. We can speak up when we see something we don't like.
And as a large fund manager, we get actively involved in helping shape laws and policies where we can make a difference.
Recent examples include promoting lower KiwiSaver fees, improved housing policies, investment in New Zealand infrastructure, and advocating for better governance at Fletcher Building.
More homes for Kiwis
Build to Rent homes - our funds' investment in Simplicity Living is helping to solve the housing crisis by funding high quality rentals for hardworking Kiwis.
Community housing - We believe housing is a human right, that's why our funds invest in bonds that provide financing for community housing.
First home loans - We offer one of NZ's lowest cost first home loans. Our 6.40% floating rate (with no early repayment fees) means homeowners can be debt free faster.
Giving back
15% of all investment management fees we earn are donated to the Simplicity Foundation.
The Foundation provides charitable funding to four core sectors: the environment, youth development, education, and homelessness and hunger.
Whether it's redistributing food destined for landfill, planting native trees, supporting career aspirations and education pathways for our young people, the Foundation aims to support charities having real impact in our communities.