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Good news for the New Year


01/01/2021

Happy New Year

 
We're starting the New Year with some good news. Our three year fund performance, to the end of November 2020, was as strong as ever.

Our two Conservative funds (KiwiSaver and Investment) ranked 1st and 2nd, as did our Balanced funds. Our Growth funds performed very well too.

 

 

KiwiSaver Fund Performance 

All results below from Morningstar, are before tax and member fees, and after fund management fees. Results up to 30 November 2020.

 Name 1
Month 
1
Year
3 Years
Annualised
Rank (3 yr)
Growth Fund 6.01% 10.01% 10.07% 6/54
Balanced Fund 4.16% 9.17% 8.94% 1/60
Conservative Fund 1.21% 6.99% 6.79% 1/32


Investment Fund Performance

Our Investment Funds have the same investments as our KiwiSaver Funds, but started a year later, hence the small differences in performance. Results up to 30 November 2020.

Name 1
Month 
1
Year
3 Years
Annualised
Rank (3 yr)
Growth Investment Fund  5.89% 10.34% 10.26%  5/54 
Balanced Investment Fund  4.13% 9.05% 8.87%  2/60 
Conservative Investment Fund  1.16% 6.44% 6.54%  2/32 
NZ Bond Fund  -1.87% 4.34% N/A  N/A
NZ Share Fund  5.76% 13.45% N/A  N/A

 

There's some New Year cheer for charities too, with almost $150,000 of donations by the Simplicity Charitable Trust;

Trees that Count, $87,500 to plant another 12,500 native trees. We've now planted 30,000 trees so far. You can find out more here.

I Have a Dream, $35,000 to continue supporting our cohort of children, now moving into Year 5.

Young Enterprise, $25,000 for their Teen Parent Units and Financial Literacy Programme. 

A big thank you to our Simplicity members, you helped make this happen.

Wishing you a great start to 2021 %)

Team Simplicity

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