Simplicity NZ Ltd is the issuer of the Simplicity Investment Funds. See our Product Disclosure Statement. For more on our fees go to simplicity.kiwi/fees.
All our funds charge between 0.1-0.24% p.a.
Nothing else.
Grow your money your way. Start with an amount that fits your budget.
Over $12.5 million donated so far. 15% of all our fees go to the Simplicity Foundation which supports charities all over Aotearoa
This fund invests in listed company shares in developed markets and is designed to be part of a diversified investment portfolio.
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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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This fund invests in shares listed on the New Zealand Stock Exchange.
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This fund invests in New Zealand government and investment grade bonds issued in New Zealand dollars.
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This fund invests in a portfolio of cash, short term bonds and other debt securities.
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This fund invests mostly in growth assets, with a limited exposure to income assets.
This fund is mostly invested in income assets, with a limited exposure to growth assets.
Source: Simplicity diversified fund fees are as at 27/02/2026. The average industry fees for diversified investment funds are from Sorted Smart Investor as at 27/02/2026. Annual fee amounts are calculated based on a static investment balance of $50,000. The average industry fee may change, and actual fees paid may vary based on investor balance over a given year.
All diversified funds charge the same low fee - 0.24% p.a., or $2.40 for every $1000 invested. Nothing else.
Our Global Share and Bond funds charge a very low - 0.15% p.a., or $1.50 for every $1000 invested. Like all our funds there are no entry or exit fees.
Our NZ Cash, NZ Share and NZ Bond funds charge even less - 0.1% p.a., or $1.00 for every $1000 invested.
The fee savings we call the Simplicity Difference. Find yours below.
Joining is easy. Grab your IRD number and driver licence or passport, and fill in the form.
We’ll do everything else %)
