Investment Funds
Performance

 

Name 1
Month 
3
Months
1
Year
2 Years
Annualised
3 Years
Annualised
 Investment Funds
 Simplicity Growth Investment Fund  3.60%  8.11% 11.66% 9.64%  10.97%
 Simplicity Balanced Investment Fund  2.50%  5.98% 9.46% 8.84%  9.20%
 Simplicity Conservative Investment Fund  0.87%  2.77% 5.84% 7.37%  6.71%
 Simplicity NZ Bond Fund  0.78%  1.05% 4.45% 7.05%  N/A
 Simplicity NZ Share Fund  1.38%  9.38% 11.90% 14.24%  N/A

* These returns are to 31 August 2020 and are before tax and after fund management fees. Past performance is not necessarily an indicator of future performance and return periods may differ.

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