Simplicity Fee
Market Average
This fund invests solely in NZ listed shares, providing exposure to the local market.
No minimum investment term, and you can set up regular or one-off withdrawals at any time.
We're focused on keeping fees low. Because the less we take, the more you can make.
This fund is suitable for investors seeking higher long-term growth, but able to tolerate higher volatility and risk.
Its benchmark is the Morningstar New Zealand Index, which measures the performance of the top 97% of shares listed on the NZX by float-adjusted market capitalisation.
It is designed to generate a return similar to the performance of the New Zealand share market and to be the New Zealand share component of a diversified investment portfolio.
1 Month
6 Months
1 Year
2 Years
3 Years
5 Years
* These returns are to 30-09-2024 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 Share Fund benchmark is the Morningstar NZ index, less the companies screened out under our Responsible Investing 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.
No. The Simplicity NZ Share Fund does not hold some smaller companies represented in the NZX50 and a few companies that are excluded under our Responsible Investment Policy.
Investors face a more concentration risk because of the narrower investment focus of single sector funds (less 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 invests in listed company shares in developed markets and is designed to be part of a diversified investment portfolio.
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.
This fund invests in a portfolio of cash, short term bonds and other debt securities.
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