Login
About
Our Story
Our Numbers
Our Fees
Our Team
Our Foundation
Our Impact
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.
NZ Cash Fund
This fund invests in a portfolio of cash, short term bonds and other debt securities.
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
Blog
Simplicity Research Hub
Workplace
Podcast
Classrooms
Contact Us
Feedback and complaints
Join
22/08/2025
This will be our seventh fee cut since we began in 2016, as we continue to pass on the benefits of scale to our members. Get all the details of this change in our blog.
Total 80 results
Filter by:
investments
Clear filter
education
Published 28/04/2025
In uncertain times, it can be tempting to change your investment strategy, and jump into something that sounds smarter, faster, or more reactive. But data shows that over time, very few active funds outperform their passive benchmarks.
read more
kiwisaver
In his latest opinion piece, Simplicity MD Sam Stubbs reflects on some positive economic trends in New Zealand often missed in the headlines.
Published 15/04/2025
Investment markets have remained spooked off the back of Trump's ongoing tariff talks, weak global growth and potentially increasing inflation. Read our March 2025 market commentary now.
Published 07/04/2025
While unsettling, periods of volatility are a normal part of long-term investing and past market events have shown that patience is often the best strategy. To better understand what is going on in the markets, check out our latest updates.
Published 14/03/2025
The answer is simple: how can anyone possibly predict the future of something as complex as financial markets? Politics sway them - and that is a gamble of predictions at best.
Published 13/03/2025
It was another turbulent month in markets, but as we have experienced many times over, this too shall pass. Get the latest updates in our February 2025 market commentary.
Published 12/02/2025
Here at Simplicity, we love a good conversation - even a good challenge! Hear from Shamubeel Eaqub regarding recent questions around his "Super is welfare" conversation with RNZ.
Published 11/02/2025
There's never a dull moment when it comes to what's happening in the US. Read the latest developments, as well as what's been happening in shares, bonds, and the wider economy in January.
Published 24/01/2025
As tempting as it is to get stuck into the daily grind in Jan, it’s important to check in every now and again with your long-term finances. And there's no time like the present to get it done!
← 1 2 3 4 ... 9 →