The NZ Bond Fund invests in New Zealand Government bonds and investment grade liquid bonds issued in New Zealand dollars.
Simplicity Fee
Market Average
Its benchmark is the Bloomberg NZBond Govt 0+ Yr Index, which measures the performance of the most liquid New Zealand government bonds across all maturities.
It is designed to generate a return similar to the performance of the New Zealand government bond market and to be the New Zealand bond component of a diversified investment portfolio.
1 Month
3 Months
1 Year
2 Years
3 Years
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 NZ Bond Fund benchmark is the Bloomberg NZ Bond Government 0+ Index and aligns with our ethical investment policy. To see the top 10 holdings and full holdings for the Fund please use our Where is the World is My Money tool at this link.
Yes. All investments carry risk. It is possible to see a negative return, particularly over shorter periods of time and in a rising interest rate environment.
Investors face more concentration risk because of the narrower investment focus of single sector funds (less diversification)lack of diversification. This fund is intended to be a component of a diversified investment portfolio.
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 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 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 investment grade bonds in developed markets and is designed to be part of a diversified investment portfolio.
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