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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.
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This fund invests in a mix of growth and income assets.
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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.
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17/02/2025
There's never a dull moment when it comes to what's happening in the US. Read the latest developments, as well as what's been happening in shares, bonds, and the wider economy in January.
investments
Published 17/02/2025
read more
Published 12/02/2025
Here at Simplicity, we love a good conversation - even a good challenge! Hear from Shamubeel Eaqub regarding recent questions around his "Super is welfare" conversation with RNZ.
property investment
Published 07/02/2025
Simplicity Living has received resource consent to build 264 homes for long-term rent in Morningside, Auckland, set to begin mid-year and complete by 2027.
kiwisaver
Published 24/01/2025
As tempting as it is to get stuck into the daily grind in Jan, it’s important to check in every now and again with your long-term finances. And there's no time like the present to get it done!
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 markets via our December 2024 market commentary.
Published 31/12/2025
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.
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"...
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