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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 19/05/2022
Simplicity is investing in a new bond issue by the Asian Development Bank supporting women in developing nations making a difference, whether it’s fighting climate change, starting a business or empowering women in their communities.
read more
events
Published 05/05/2022
Simplicity Roadshow is back on the road. Come and join our team, including founder and Managing Director Sam Stubbs, for a presentation about investing in uncertain times, and why we're optimistic about the future.
media
Published 12/04/2022
It is expensive to live in New Zealand. A recent article comparing 10 basic foods across ten countries, showed the cost of food was 50 per cent higher in New Zealand than in the UK. In Australia, a two-year mortgage from a major...
charity
Published 06/04/2022
Simplicity Foundation (formerly the Simplicity Charitable Trust) made its first donations this year.
Published 10/03/2022
On 9 March, the Financial Markets Authority (FMA) issued us with a direction relating to our All Greys advertisement campaign which we ran August - October 2021.
Published 03/03/2022
There is a lot of concern about Russian investments in KiwiSaver accounts, so we wanted to outline what we have invested, and what we're doing about it.
Published 25/01/2022
The markets are a roller coaster. All investors are on it, and right now we're entering a scary bit. But Sam Stubbs advises that we just keep calm and carry on.
Published 15/11/2021
Simplicity Charitable Trust recently completed the fourth round of giving for 2021, and we’re happy to announce that a total of $500,000 was distributed between six Kiwi charities, all doing essential work in their communities.
property investment
Published 03/11/2021
Simplicity has launched a significant build to rent housing programme, in cooperation with major home builder NZ Living. The intention is to build high quality, apartments and townhouses for long term rent across New Zealand, providing many Kiwis with another...
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