Login
About
Our Story
Our Numbers
Our Fees
Our Team
Our Foundation
Our Impact
Ethical Investing
KiwiSaver
Our Scheme
Fund Types
Performance
Documents
FAQs
KiwiSaver Funds
High Growth Fund
This fund invests mostly in growth assets.
Growth Fund
This fund invests mostly in growth assets, with a limited exposure to income assets.
Balanced Fund
This fund is invested in a mix of growth and income assets.
Default Fund
Conservative Fund
This fund is mostly invested in income assets, with a limited exposure to growth assets.
Defensive Fund
This fund is mostly invested in income assets, with very limited exposure to growth assets.
Investment Funds
Our Investment Funds
Diversified and Thematic Funds
This fund invests in a mix of growth and income assets.
Homes and Income Fund
Single Sector Funds
NZ Share Fund
This fund invests in shares listed on the New Zealand Stock Exchange.
NZ Bond Fund
This fund invests in New Zealand government and investment grade bonds issued in New Zealand dollars.
NZ Cash Fund
This fund invests in a portfolio of cash, short term bonds and other debt securities.
Hedged Global Share Fund
This fund invests in listed company shares in developed markets and is designed to be part of a diversified investment portfolio.
Unhedged Global Share Fund
Hedged Global Bond Fund
This fund invests in investment grade bonds in developed markets and is designed to be part of a diversified investment portfolio.
Home Loans
Calculators
KiwiSaver Calculators
Investment Funds Calculators
Learn
Blog
Simplicity Research Hub
Workplace
Podcast
Classrooms
Contact Us
Email Us
Request a call
Join
31/12/2024
2024 was a tough year for many. And it’s natural to see plenty of dark clouds ahead. But for Sam Stubbs, there are several things making him feel optimistic. Check out his top reasons to feel good about 2025.
investments
Published 14/01/2025
After a crazy 12 month run, the US share market finally saw a fall from grace in the form of negative index growth in December. Find out what happened in shares, bonds and interest rates via our December 2024 market...
read more
kiwisaver
Published 31/12/2025
charity
Published 23/12/2024
The Simplicity Foundation has donated a record $600,000 to a range of amazing Kiwi charities providing food, shelter and support to New Zealanders in need this Christmas.
Published 12/12/2024
Lower interest rates, positive returns in share markets and uncertainty post the Trump re-election: find out what happened to influence our November market commentary
Published 05/12/2024
In the world of finance, the pursuit of profit often takes centre stage. But when Simplicity was set up back in 2016, the founders wanted to do things a little differently. So how does our "15% of fees to charity"...
Published 03/12/2024
While seemingly small, fees can significantly reduce your long-term savings. We explore the impact of fees when it comes to investing.
education
Published 21/11/2024
Retirement planning isn’t just about saving—it’s about knowing how to spend wisely to make your money last. From bucket-list travel to downsizing or creating a financial legacy, retirement spending varies for everyone. Having a spending strategies can ensure your...
News
Published 12/11/2024
We are very excited to announce today that the Simplicity Private Equity Fund has acquired 35.9% of the Invercargill based Stabicraft Marine - one of New Zealand’s most respected and innovative boat manufacturers.
Published 06/11/2024
The US election circus came to town in October, and was the subject dominating market-related headlines during this month. But why is the US election relevant to the NZ markets and economy?
1 2 3 4 5 ... 31 →