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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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14/03/2025
The answer is simple: how can anyone possibly predict the future of something as complex as financial markets? Politics sway them - and that is a gamble of predictions at best.
Published 28/01/2020
Justin Lester, the former Mayor of Wellington, has joined Simplicity.
read more
Published 22/01/2020
The tables below show the performance of our KiwiSaver and Investment Funds to the end of December 2019.
Published 10/01/2020
Amongst many starlit finance experts, Scott Pape, author of the bestselling personal finance book The Barefoot Investor, is an evangelist for low-cost index funds. He’s in good company.
Published 10/12/2019
The tables below show the performance of our KiwiSaver and investment funds to the end of November 2019.
Published 05/12/2019
In a first for the KiwiSaver industry, nonprofit Simplicity has published the country’s first bilingual Product Disclosure Statement (PDS), the key public document for all KiwiSaver funds.
Published 19/11/2019
The tables below show the performance of our KiwiSaver and investment funds to the end of October 2019.
Published 18/11/2019
Progress towards gender and ethnic diversity amongst the leadership of the country’s top companies has stalled.
Published 11/11/2019
The latest KiwiSaver quarterly report to the end of September is out and the results once again have Simplicity shining on the podium.
Published 14/10/2019
As part of its third birthday celebrations, the Simplicity Charitable Trust made its biggest round of donations this month.
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