For all Simplicity KiwiSaver Funds and non KiwiSaver funds as at 20/05/2022

Members

123,361

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 *
Simplicity has calculated the sum of the difference between the Total Expense Ratio (TER) for all diversified funds managed by Simplicity NZ vs the average TER for all KiwiSaver and non-KiwiSaver funds with the same risk profile. Based on Simplicity Funds Under Management as at 20/05/2022 (updated daily). TER data from smartinvestor.sorted.org.nz for the year ending 31/03/2021.


$37,706,610

Our members are saving an average of $306 in fees, every year. We're focused on making money for members, not from them.

Charitable Donations So Far

$3,923,412

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

Funds Under Management

$4,243,474,172

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

Money-Rays