For all Simplicity KiwiSaver Funds and non KiwiSaver funds as at 07/05/2021

Members

61,052

Simplicity launched in September 2016, and we haven’t looked back since. We're one of NZ's fastest growing KiwiSaver managers, and our Investment Funds are very popular too.


Annual Fees Saved *
This is the sum of the difference (calculated by Simplicity) between Simplicity’s Total Expense Ratio (TER) for all diversified funds managed by Simplicity NZ vs the average TER for all Kiwisaver funds and the average TER for the largest non-KiwiSaver funds with the same risk profile annualised, based on all the funds under management as at 07/05/2021. KiwiSaver Scheme TER data from sorted.org.nz and Investment Fund TER data from the Disclose Register.


$21,948,213

Our members are saving an average of over $360 p.a. in fees. It's about time a fund manager focused on making money for members, not from them.

Charitable Donations So Far

$1,993,756

15% of our fees go to the Simplicity Charitable Trust. As we grow, our donations will too.

Funds Under Management

$2,999,189,723

Our KiwiSaver and Investment Funds are growing fast and it's nearly all via word of mouth %)

Money-Rays
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