This fund invests in shares across developed markets.
The minimum suggested investment timeframe is 10 years.
Simplicity Fee
Market Average
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.
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.
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.
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.
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.
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.
No, we don’t provide individually customised securities portfolios.
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
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.
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”).
This fund invests mostly in growth assets, with a limited exposure to income assets.
This fund invests mostly in growth assets.
This fund invests in a mix of growth and income assets.
This fund is mostly invested in income assets, with a limited exposure to growth assets.
This fund is mostly invested in income assets, with very limited exposure to growth assets.
This fund invests in shares listed on the New Zealand Stock Exchange.
This fund invests in listed company shares in developed markets and is designed to be part of a diversified investment portfolio.
This fund invests in New Zealand government and investment grade bonds issued in New Zealand dollars.
This fund invests in investment grade bonds in developed markets and is designed to be part of a diversified investment portfolio.
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