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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.
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This fund invests in a mix of growth and income assets.
Homes and Income Fund
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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.
investments
Published 06/11/2024
The US election circus came to town in October, and was the subject dominating market-related headlines during this month. But why is the US election relevant to the NZ markets and economy?
read more
kiwisaver
Published 04/11/2024
Value for money in KiwiSaver is more than just the fees you pay - it’s about the quality and range of benefits you receive in return. Yet, understanding what you’re really getting for your money isn’t always easy...
charity
Published 14/10/2024
The Simplicity Foundation distributed a total of $688,000 in the September funding round, across a range of impactful initiatives. These donations focused on supporting environmental preservation, education, youth development, and social support.
Published 09/10/2024
September turned out to be another busy and interesting month for markets, with the local stock market dominated by capital raising and takeovers. Read more via our monthly market commentary.
media
Published 09/09/2024
In his latest article for Informed Investor magazine, Simplicity MD Sam Stubbs predicts a bright future in New Zealand, where the finance industry and banks move aside as consumers call the shots. He explores eight key themes, starting with the...
Published 06/09/2024
August saw the Japanese share market spiral into free-fall, losing 12% in one trading day. Find out what happened across markets.
Published 23/08/2024
Many highly capable students are held back by their socioeconomic status. First Foundation is changing that by giving talented young Kiwis a hand up to attend university and reach their full potential.
Published 12/08/2024
You could probably hear a collective Hallelujah (not the song by Leonard Cohen, but rather a cheer) as finally mortgage interest rates showed signs of starting to decline in July. Read on for all the latest in markets, rates and...
Published 31/07/2024
In its latest round of giving, the Simplicity Foundation donated $355,000 to five charity partners working in youth and community development; and made a $100,000 donation under the environmental pillar to Revive our Gulf,…
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