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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.
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This fund is invested in a mix of growth and income assets.
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This fund is mostly invested in income assets, with a limited exposure to growth assets.
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This fund is mostly invested in income assets, with very limited exposure to growth assets.
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This fund invests in shares listed on the New Zealand Stock Exchange.
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This fund invests in New Zealand government and investment grade bonds issued in New Zealand dollars.
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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.
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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.
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investments
Published 12/11/2024
We are very excited to announce today that the Simplicity Private Equity Fund has acquired 35.9% of the Invercargill based Stabicraft Marine - one of New Zealand’s most respected and innovative boat manufacturers.
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kiwisaver
Published 16/04/2024
Consumer NZ’s annual KiwiSaver satisfaction survey has found NZ-owned nonprofit fund manager Simplicity has the most satisfied customers.
Published 26/03/2024
Simplicity has taken an 18.8% stake in the parent company of two tax technology companies, Tax Traders Ltd and its startup venture, Taxi Ltd.