This fund has 98% growth assets and 2% income assets.
The minimum suggested investment timeframe is 10 years.
Simplicity Fee
Market Average
Over 1,000 investments in more than 20 countries.
The target asset allocations are 98% in growth assets (73% International shares, 15% New Zealand shares, and 10% unlisted property), and 2% in income assets (2% cash and cash equivalents).
The returns and volatility from the Fund is likely to be higher over the longer term (10 years or more) than the other Funds.
This option suits members seeking long term growth and able to tolerate greater volatility of returns.
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5 Years
* These returns are to 31-03-2024 and are before tax and after fund management fees. Yearly returns are per annum. Past performance is not necessarily an indicator of future performance and return periods may differ.
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 High Growth Investment Fund has a higher allocation to growth assets, including international shares and unlisted property investments.
The Growth Investment Fund has a target asset allocation of 80% to growth assets, compared to 98% for the High Growth Investment Fund.
Yes. Funds using the word ‘aggressive’ or ‘high growth’ in their name would usually be expected to hold a significant majority of their value in growth assets, with less than 10% of their value to be income assets.
From 28 April 2023 we changed the manager of our international investment portfolios from Vanguard to DWS International GmbH (DWS).
This document is produced quarterly and tells you how the fund has performed and what fees were charged and will help you to compare the fund with other funds.
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 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 listed company shares in developed markets and is designed to be part of a diversified investment portfolio.
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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