Investment Funds
Hedged Global Share Fund

This fund invests in shares across developed markets.

 

The minimum suggested investment timeframe is 10 years.

Simplicity Fee

0.15%

Market Average

0.99% *

* Market average fee sourced from Sorted Smart Investor based on $10,000 in single sector funds with a similar growth / income asset allocation during the 12 months that ended on 31 March 2022. Simplicity fee as at 1 May 2023.

What this fund invests in

Over 1,400 investments in more than 20 countries.

 

It tracks the Bloomberg DM ex NZ ESG Screened Index (NZD hedged) and is designed to be the hedged global share component of a diversified investment portfolio.

Target asset allocation

Risk Profile

The risk indicator reflects how much the value of the Fund’s assets goes up and down (volatility). A higher risk generally means higher potential returns over time, but more ups and downs along the way.

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Lower risk
Higher risk

Note that even the lowest category does not mean a risk-free investment, and there are other risks that are not captured in this rating. This risk indicator is not a guarantee of a fund’s future performance. While risk indicators are usually relatively stable, they do shift from time to time. The risk indicator reflects the most recent quarterly fund update or the PDS if a fund update has not yet been produced and will continue to be updated in future fund updates. See the product disclosure statement (PDS) for more information about the risk indicator and the risks associated with investing in this fund.

Frequently Asked Questions

What is the difference between the Hedged Global Share Fund and the Unhedged Global Share Fund?

The Hedged Global Share Fund is 100% hedged to New Zealand dollars, meaning that its performance is not expected to be impacted by currency exchange rate fluctuations, only by movements (up and down) in the value of the underlying investment assets. 

The Unhedged Global Share Fund is affected by both movements (up and down) in the value of the underlying investment assets, and fluctuations (up and down) in foreign currency exchange rates vs. the New Zealand dollar.

Is the performance of the Hedged Global Share Fund and Unhedged Global Share fund expected to differ?

Yes. While the underlying investments of these funds are the same, the Unhedged Global Share Fund’s performance will be impacted (positively or negatively) by fluctuation in the value of various foreign currencies versus the New Zealand Dollar. Note that while most exchange rate risk is removed for the Hedged Global Equity Fund, the Fund will incur some hedging transaction costs.

Can I invest in both the Hedged and Unhedged Global Share Fund?

Yes. Investors can invest in both the Hedged Global Share Fund and the Unhedged Global Share Fund. The minimum investment is $1,000 per fund.

Can I self-select my share or bond investments?

No, we don’t provide individually customised securities portfolios.

Key Documents

Product Disclosure Statement

This document gives you important information to help you decide whether you want to invest. There is other useful information about this offer on companiesoffice.govt.nz/disclose

Statement of Investment Policy and Objectives (SIPO)

This policy describes Simplicity NZ Limited’s Governing Principles, provides a description of the Scheme, outlines its purpose and philosophy, its investment objectives and policies. It also covers investment performance monitoring and reporting.

Responsible Investment Policy

This policy describes Simplicity NZ Limited’s approach to responsible investment. This policy is to be read alongside our scheme governing documents, including the Statement of Investment Policy and Objectives (“SIPO”), Product Disclosure Statement (“PDS”) and Other Material Information (“OMI”).

Other funds you may be interested in..

Growth

This fund invests mostly in growth assets, with a limited exposure to income assets.

High Growth

This fund invests mostly in growth assets.

Balanced

This fund invests in a mix of growth and income assets.

Conservative

This fund is mostly invested in income assets, with a limited exposure to growth assets.

Defensive

This fund is mostly invested in income assets, with very limited exposure to growth assets.

NZ Share

This fund invests in shares listed on the New Zealand Stock Exchange.

Unhedged Global Share

This fund invests in listed company shares in developed markets and is designed to be part of a diversified investment portfolio.

NZ Bond

This fund invests in New Zealand government and investment grade bonds issued in New Zealand dollars.

Hedged Global Bond

This fund invests in investment grade bonds in developed markets and is designed to be part of a diversified investment portfolio.

Minutes to join

Grab your IRD number and driver licence or passport, and fill in the form. We’ll do everything else %)