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,...
read more
Weathering the Storm: Investing in tough times (and how not to get ripped off)
03/07/2020
Simplicity is hitting the road.
read more
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...
read more
A time to give: Simplicity donates $50k to Kiwi charities
27/03/2020
As we endure this difficult time together, it's more important...
read more
A layperson's guide to switching funds
20/03/2020
With Coronavirus battering the markets and fund balances in sharp...
read more
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...
read more
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...
read more
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...
read more
Ex Wellington Mayor Justin Lester joins Simplicity
28/01/2020
Justin Lester, the former Mayor of Wellington, has joined Simplicity.
read more
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...
read more
Why Barefoot Investors fans are flocking into Simplicity funds?
10/01/2020
Amongst many starlit finance experts, Scott Pape, author of the...
read more
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...
read more
Simplicity produces first KiwiSaver document in te reo
05/12/2019
In a first for the KiwiSaver industry, nonprofit Simplicity has...
read more