Investment Funds
Performance

 

Name 1
Month 
3
Months
1
year
2 Years
Annualised
3 Years
Annualised
 Investment Funds
 Simplicity Growth Investment Fund  7.40%  -6.78% 3.45% 6.84%  7.70%
 Simplicity Balanced Investment 
 Fund
 6.06%  -4.01% 4.86% 6.87%  6.84%
 Simplicity Conservative Investment 
 Fund
 3.77%  0.10% 6.68% 6.98%  5.86%
 Simplicity NZ Bond Fund  2.79%  4.12% 8.63% 7.99%  N/A
 Simplicity NZ Share Fund  7.53%  -9.61% 6.68% 13.13%  N/A

* These returns are to 30 April 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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