Simplicity now #1 for 3 year returns

04/08/2020
Great news. The latest Morningstar KiwiSaver survey ranks our Conservative Fund #1, Balanced Fund #2, and Growth Fund #6 for three year performance to 30 June 2020, out of 32-59 competitors.

Recent updates

Simplicity Charitable Trust accepts Michelle Boag’s resignation

10/07/2020
The Simplicity Charitable Trust, which receives 15% of the fees from Simplicity KiwiSaver and Investment Funds to donate to charities,...

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Weathering the Storm: Investing in tough times (and how not to get ripped off)

03/07/2020
Simplicity is hitting the road.

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Simplicity charitable donations reach $1 million

25/06/2020
We've now given over a million dollars to charity, and we couldn't be happier %)

While charitable giving has always been...

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A time to give: Simplicity donates $50k to Kiwi charities

27/03/2020
As we endure this difficult time together, it's more important...
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A layperson's guide to switching funds

20/03/2020
With Coronavirus battering the markets and fund balances in sharp...
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Simplicity cuts member fees, lowers barrier to entry for investment funds too

02/03/2020
As a not-for-profit, the benefits of scale go back to...
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Keep calm and carry on investing in the face of coronavirus ripples

27/02/2020
The current Coronavirus scare is a salient lesson in why...
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Coronavirus dents equity market confidence as fear of the unknown kicks in

13/02/2020
Here's what influenced the markets last month:

Bonds:

US 10-year treasury yields...
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Ex Wellington Mayor Justin Lester joins Simplicity

28/01/2020
Justin Lester, the former Mayor of Wellington, has joined Simplicity.
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New Zealand sharemarket running red hot while Australian equities cool in December

22/01/2020
The tables below show the performance of our KiwiSaver and...
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Why Barefoot Investors fans are flocking into Simplicity funds?

10/01/2020
Amongst many starlit finance experts, Scott Pape, author of the...
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Santa rally comes early as one year returns to end of November surge

10/12/2019
The tables below show the performance of our KiwiSaver and...
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Simplicity produces first KiwiSaver document in te reo

05/12/2019
In a first for the KiwiSaver industry, nonprofit Simplicity has...
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