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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.
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06/05/2025
If you're eligible, you could receive an extra boost to your KiwiSaver account annually. Each year could bring up to a maximum of $521.43 via the Government Contribution.
investments
Published 01/06/2023
Investing can be a powerful tool for growing your wealth and securing a better financial future. Yet, fear of the unknown often holds people back. Use of jargon and complex sounding concepts can act as a barrier for many Kiwis...
read more
Published 15/05/2023
Managing Director, Sam Stubbs, explains why Simplicity's investment approach has changed over time and gives details about the recently increased allocation to unlisted assets.
kiwisaver
KiwiSaver members have recently received a Statement of Holdings and Tax Statement for the financial year. Your instinct may be to panic or worry that you need to do something, however there is no reason to. This statement simply shows...
charity
Published 11/05/2023
The Simplicity Foundation has donated $183,000 to four of our key charity partners, bringing total donations to $5,851,634.
As part of our 2023 giving programme and to help support local grass-roots community environmental groups we have allocated $100,000 for a round of one-off grants between $5,000 to $20,000.
property investment
Published 04/05/2023
Simplicity Living, the build-to-rent programme of Simplicity, recently opened its first build-to-rent housing development in Point England, Auckland. The opening of Kupenga marks a new era of affordable housing, providing tenants with high-quality homes at reasonable prices.
Published 01/05/2023
Today Simplicity announced a major expansion, by launching seven new funds, reducing fund charges and by increasing investment in New Zealand unlisted assets.
From 28 April 2023 Simplicity will increase the benchmark asset allocations to unlisted New Zealand shares, unlisted New Zealand property, and home loans secured by first mortgages for some of our diversified KiwiSaver and Investment Funds.
Published 25/04/2023
Simplicity is changing the manager of our international investment portfolios from Vanguard to DWS International GmbH (DWS).
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