What did I pay?
I have $
with
See the difference
This is a comparison of fees only, based on information fund managers gave to the
Disclose Register. Some of these fees may be estimates, not exact amounts. The
comparison assumes your account balance stays the same all year, and the fees are
shown as yearly amounts. It includes the manager's basic fee, management and
administration costs, and any membership fees. Some funds charge fees for specific
actions or decisions (for example, for depositing, withdrawing, or switching funds),
these are not included in the comparison. Simplicity funds do not charge
these types of fees.
All Simplicity funds have the same fees. Simplicity mainly uses a passive index
investment strategy, which may be different from how other managers invest.
Source: KiwiSaver fund details on the Disclose Register as of 30 June 2025 (with
fee data up to 31 March 2025) – fee details are updated once a year. Any fee
changes or new funds introduced after 31 March 2025 are not included in this
comparison.
Similar fee comparisons, for an account balance of $30,000, can be found on
Sorted's Smart Investor website.
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