About
Our Story
Our Numbers
Our Team
Our Foundation
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.
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
Classrooms
Workplace
Blog
Podcast
Contact Us
Email Us
Request a call
Join
Login
16/04/2024
Consumer NZ’s annual KiwiSaver satisfaction survey has found New Zealand-owned nonprofit fund manager Simplicity has the most satisfied customers.
Total 35 results
Filter by:
investments
Clear filter
kiwisaver
Published 10/04/2024
March madness didn't disappoint, with a mix of ups, downs and a technical recession. Check out our March market commentary now.
read more
Published 22/03/2024
The Simplicity KiwiSaver Growth Fund has ranked 1st for one-year returns and 3rd for five-year returns in the latest quarterly Morningstar Survey, results that we're happy to share! We cover this and other fund performance in our Morningstar December 2023...
Published 12/03/2024
A good month for international shares, not so good for bond markets. Get the latest in financial markets with our February market commentary. We provide the ups and downs of shares, bonds, interest rates, and more.
charity
Published 15/02/2024
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 12/02/2024
After such a strong finish to 2023 across the financial markets, January 2024 was quite the mixed bag. Read about what happened across shares, fixed income and economies both here and abroad.
Published 08/02/2024
Join Sam for a look at the current state of housing in NZ and to hear more about our new Homes and Income Investment Fund, designed to achieve decent returns for investors and help increase NZ’s long-term housing supply.
Published 31/01/2024
Reliability is a valuable trait in both people and products. Discovering a company that embodies this trait in both people and its offerings represents an opportunity.
media
Published 23/01/2024
From a practical perspective, what can we do to combat rising costs, and be able to save more to help grow our financial future, rather than simply surviving the “now”?
Published 15/01/2024
We're starting off the new year with some good news in financial markets! Read about what happened in December in the markets both here in NZ and internationally, and what's happening in the economy.
1 2 3 4 →