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Nonprofit Simplicity takes top spots over three years
Published on 12/05/2020
We're thrilled to be heading back into Level 2 after this long period of lockdown.
We're also excited to have just been awarded the 2020 KiwiSaver People's Choice Award by Consumer NZ. This follows last year's Canstar award for most satisfied customers, and two Plain English awards for 2018, and 2019.
Thanks for your continued support and for helping us to grow. We're one of the fastest-growing KiwiSaver providers, with more than 41,000 investors saving an average of $376 each year in fees.
Due to popular demand, we’ve decided to launch a regular monthly webinar at the start of each month to share and discuss our fund returns.
You can listen to our May commentary here, also viewable on the Simplicity Facebook page.
Below you'll find our latest performance results to the end of April.
Over 3 years, our KiwiSaver Conservative Fund ranks #1, our Balanced Fund #2, and our Growth Fund #5, out of 20-29 competitors.
Our Investment Funds performed even better. Over three years, our Conservative Fund ranks #1, Balanced Fund #1, Growth Fund #2, NZ Bond Fund #1 and the NZ Share Fund #5, out of 11-23 competitors.
The compounding benefits of low fees are really starting to add up, reinforcing the case for a low-cost index investing.
KiwiSaver Funds
|
Name |
1 Month |
1 Year |
3 Years (p.a.) |
3 Year |
| Growth | 7.24% | 3.18% | 7.78% | 5 / 28 |
|
Balanced |
6.01% | 5.0% | 7.05% | 2 / 26 |
|
Conservative |
3.82% | 7.08% | 6.12% | 1 / 20 |
|
Guaranteed Income |
6.03% | 4.02% | n/a | n/a |
Investment Funds
|
Name |
1 Month |
1 Year |
3 Years (p.a.) |
3 Year |
| Growth | 7.40% | 3.45% | 7.70% | 2 / 26 |
|
Balanced |
6.06% | 4.86% | 6.84% | 1 / 18 |
|
Conservative |
3.77% | 6.68% | 5.68% | 1 / 11 |
|
NZ Bond |
2.79% | 8.63% | n/a | 1 / 23 (2 Years) |
|
NZ Share |
7.53% | 6.68% | n/a | 5 / 20 (2 Years) |
All results above are before tax and member fees, and after fund management fees. All data is from Morningstar.
