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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.
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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16/04/2024
Consumer NZ’s annual KiwiSaver satisfaction survey has found New Zealand-owned nonprofit fund manager Simplicity has the most satisfied customers.
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Published 12/10/2023
In September, Simplicity was advised by Bloomberg an issue with obtaining ESG data from Sustainalytics had led to an exclusion failure around indirect involvement in the oil & gas industry.
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Published 21/09/2023
Two main approaches to investment management which are continually debated are active vs passive investing. What do we really mean by these terms, and is one fundamentally better?
Published 18/09/2023
Fees on financial products and services can be a real mystery, especially to new or less seasoned investors. With complex fee structures buried in the fine print or seemingly baked in like filo pastry, it can be confusing. When it...
Published 11/09/2023
After the last few months of positive returns, August was a tough month - particularly for NZ markets. Poor domestic performance largely stemmed from China, one of NZ’s major trading partners.
Published 29/08/2023
The Simplicity Private Equity Fund has purchased a 20% stake in The Pure Food Co., a Kiwi startup that specialises in blended nutri-foods geared to a rapidly aging population.
Published 18/08/2023
Investment research house Morningstar produces a quarterly report on KiwiSaver. We help break down the latest one and how it can help you.
Published 17/08/2023
July saw a largely positive month of results - despite the many news headlines sparking ongoing fears of recession, economic turmoil and ever-increasing interest rates.
Published 31/07/2023
Simplicity, New Zealand’s nonprofit KiwiSaver and Investment Fund manager, has announced that its Private Equity fund has taken a minority stake in Kiwi tax tech company DataTorque. This is the fund’s fourth direct investment in innovative Kiwi businesses.
Published 17/07/2023
June marked the official announcement that New Zealand has entered a "technical recession". But what does this mean, and what else happened as we entered the back half of 2023?
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