Source: Financial Markets Authority's 30 June 2023 Disclose Register - KiwiSaver fund updates data file (which includes fund fees as at 31 March 2023), which is updated annually. These comparisons do not include any changes in fees that managers may have implemented since 31 March 2023, funds launched since that date, or funds that are advertised as only available via financial advisors.
The above sets out a comparison of fees only. It assumes a static balance during the year and is calculated on a per annum basis. Some fee information supplied by the fund managers may be estimated rather than actual. The comparison includes a manager's basic fee, management and administration charges and annual membership fees. All Simplicity funds charge the same fees. Simplicity primarily follows a passive index approach to investing, which can differ from other managers' investment style.
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