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Simplicity hits $1 billion and tops the performance charts

Screen Shot 2019 08 01 at 9.16.44 AM

Today Simplicity hit a combined $1 billion in funds under management via our KiwiSaver and Investment funds. It's a major milestone, achieved in under 3 years and well ahead of forecast.

 To get higher fund returns, low fees really matter.

It's why investment guru Warren Buffet recommends that most investors choose diversified, low-cost index funds. 

And it's working, with very strong returns in every one of our funds, as reported by research house Morningstar in their June quarter report.

In the 12 months to 30th June, every Simplicity fund was the 1st or 2nd best performing in its sector.  

It's like sending a team to the Olympics and every athlete winning a medal.

Check out the performance data and June commentary here.

  

 Name 3
Months
1
Year
2
Years
Ranking
 KiwiSaver Scheme 
 Simplicity Growth Fund  4.33%  9.21%  10.41% 2/27
 Simplicity Balanced Fund  3.73%  8.63%  8.68% 2/27
 Simplicity Conservative Fund  2.77%  8.03%  6.58% 1/21
 Simplicity Guaranteed Income Fund  3.29%  7.63%   1/10
 
Name 3
Months
1
Year
2
Years
Ranking
 Investment Funds
 Simplicity Growth Investment Fund  4.29%  9.37%  10.44% 2/56
 Simplicity Balanced Investment 
 Fund
 3.76%  8.78%  8.59% 1/61
 Simplicity Conservative Investment 
 Fund
 2.72%  8.00%  6.40% 1/33
 Simplicity NZ Bond Fund  1.82%  8.36%   2/35
 Simplicity NZ Share Fund  7.01%  18.64%    
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