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
Classrooms
Workplace
Blog
Podcast
Contact Us
Email Us
Request a call
Join
Login
05/06/2024
While seemingly small, fees can significantly reduce your long-term savings. We explore the impact of fees when it comes to investing.
charity
Published 08/04/2024
It was a busy first quarter for the Simplicity Foundation, which made ten donations totalling $375,000.
read more
investments
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.
kiwisaver
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 21/03/2024
On 7 March 2024, Simplicity was advised by Bloomberg that as a result of a discrepancy between the Index methodology and their index screening data model, they had failed to exclude two companies from the Index between 28 April 2023...
property investment
Published 14/03/2024
Grace, a resident of Simplicity Living apartments, shares her thoughts and experiences about her new home and community.
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.
Published 04/03/2024
Over 300,000 Kiwis are enrolled in a default KiwiSaver scheme, managed by one of six default KiwiSaver providers. We explain the what, why and how.
Published 28/02/2024
Simplicity's new Homes and Income Investment Fund focuses on residential property sector investments, with a view to fund up to 25,000 homes over the long term.
Published 26/02/2024
Maria* lives in a one-bedroom apartment at Community of Refuge Trust’s (CORT) development in Takanini, and credits the positive changes in her life to having a safe, secure home.
← 1 2 3 4 ... 29 →